Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africas leading and innovative financial institutions. These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms. Our origins go back to ...
Read more about this company
JOB PURPOSE
To ensure individual contributors are performing against targets, while reviewing their performance and coaching them to do so to assist in achieving the required operational results.
RESPONSIBILITIES
Operations Management
- Supervise others working within established operational systems.
Operational Compliance
- Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
Customer Relationship Management (CRM) Data
- Enter customer information that has been gathered through research and/or through direct customer contact into the customer relationship management system, to ensure that the organization has quality data to enable effective customer retention and business development activities OR Ensure that team members maintain up-to-date customer relationship management data, identifying and resolving issues.
Customer Management
- Help senior colleagues manage customer relationships by using relevant sales or customer systems.
Customer Service
- Act as first-line supervisor of a team providing operational support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.
Work Scheduling and Allocation
- Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines. Organizational Capability Building Provide coaching to team members to develop their skills.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance. OR Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.
Leadership and Direction
- Explain the local action plan to support team members in their understanding of what needs to be done and and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve local business goals.
Insights and Reporting
- Contribute to the preparation of various data and analytics reports.
Requirements
EDUCATION
General Education
- Grade 12 /SAQA Accredited Equivalent(essential); FAIS regulatory Qualification (Essential); Up to date CPD hours for FAIS qualification (Essential); RE5 (Essential); Relevant - 3 years Business or insurance industry related degree/ diploma in management (Advantageous); STI Qualification (Essential); RE1 (Advantageous)
EXPERIENCE
General Experience
- 2 - 4 years Commercial Insurance experience (Essential); Short Term Insurance experience (Essential) Managerial Experience 1 or more years’ experience of supervising and directing a call centre sales team to achieve specific end results (Essential)
go to method of application »
JOB PURPOSE
Prepare, examine and analyse accounting records, financial statements and other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards.
RESPONSIBILITIES
- Prepare, examine, or analyse accounting records and financial statements, to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Review Accounts for discrepancies and reconcile differences.
- Prepare adjusting journal entries and establish tables of accounts and assign entries to proper accounts.
- Daily cash management of the company. Prepare and submit monthly, quarterly and annual statutory returns.
- Prepare and review month-end file with reconciliations and documentation to support trial balance.
Requirements
EDUCATION
- B.com degree (Financial accounting) or equivalent
EXPERIENCE
- Completed articles essential
- 1-3 years post articles work experience in the Financial services/Insurance industry (desirable)
- Post article Consolidation experience
- Experience of general supervision of more junior colleagues (7 to 12 months)
go to method of application »
JOB PURPOSE
Inbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Needs a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand.
RESPONSIBILITIES
Customer Relationships Development
- Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.
Customer Needs Clarification
- Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes.
Sell Customer Propositions
- Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
Operational Compliance
- Develop working knowledge of the organisation's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Customer Relationship Management (CRM) Data
- Schedule call back and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.
Performance Management
- Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timeliness; use performance management systems to improve personal performance.
Personal Capability Building
- Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
BEHAVIORAL COMPETENCIES
Drives Results
- Consistently achieves results, even under tough circumstances. For example, holds self to high standards of performance; sets some challenging goals; wants to achieve meaningful results; pursues initiatives/efforts to successful completion and closure. Focuses on key goals, even during setbacks and obstacles.
Communicates Effectively
- Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.
Interpersonal Savvy
- Relates openly and comfortably with diverse groups of people. For example, takes time to build rapport in meetings; speaks about common interests and priorities; shows tact and sensitivity in difficult interpersonal situations. Maintains productive relationships with a wide variety of people and from a range of backgrounds.
Persuades
- Uses compelling arguments to gain the support and commitment of others. For example, convinces others through a variety of means and methods of persuasion, including well-reasoned rationale. Recognizes when compromise is necessary and shifts approach to accommodate others.
Manages Complexity
- Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, quickly determines the most critical data and focuses analysis there; recognizes even subtle symptoms that indicate problems; probes deeply for root causes; uses systematic problem-solving methods well.
Action Oriented
- Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, identifies what needs to be done and acts quickly. Shows optimism and enthusiasm that affects others positively. Works independently but knows when to ask for help.
Customer Focus
- Builds strong customer relationships and delivers customer-centric solutions. For example, keeps in contact with customers to ensure problems are resolved, or to improve customer service. Studies customer feedback and emerging customer needs and uses these to determine some creative new ideas.
Being Resilient
- Rebounds from setbacks and adversity when facing difficult situations. For example, is calm and professional in difficult situations; continues to work toward objectives. Overcomes obstacles without becoming discouraged; draws lessons from failures. Recovers from setbacks and adversity.
Instils Trust
- Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, consistently adheres to organizational policies and practices, even when they are unpopular or inconvenient. Builds trust by honouring commitments and by being open and honest at work.
Ensures Accountability
- Holds self and others accountable to meet commitments. For example, accepts responsibility for own work, both successes and failures. Handles fair share and does not make excuses for problems. Usually meets commitments to others.
Plans and Aligns
- Plans and prioritizes work to meet commitments aligned with organizational goals. For example, adopts a sequence of activities that allows for optimal efficiency and effective coordination with others. Makes skilful use of resources and support to deliver efficient, high-quality work.
Manages Conflict
- Handles conflict situations effectively, with a minimum of noise. For example, seeks out a variety of opinions and options; maintains an open mind; takes steps to ensure conflict remains constructive; avoids polarized or unilateral decisions; seeks agreement on critical issues.
SKILLS
Direct Sales
- Works with guidance (but not constant supervision) to maximise the volume and value of direct sales.
Verbal and written Communication
- Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies. Fluent in English and Afrikaans.
Computer Skills
- Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
Action Planning and work scheduling
- Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations, requirements and achieve performance targets by optimising work scheduling.
Writing skills
- Uses clear and effective writing skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies. Competent in English and Afrikaans.
Requirements
EDUCATION
General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
- Regulatory Exam 5 (Advantageous)
EXPERIENCE
- General Experience 1 year telephonic sales experience (Essential)
- Experience in Financial Services Industry (Advantageous)
go to method of application »
JOB PURPOSE
Inbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Needs a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand.
RESPONSIBILITIES
Customer Relationships Development
- Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.
Customer Needs Clarification
- Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes.
Sell Customer Propositions
- Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
Operational Compliance
- Develop working knowledge of the organisation's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Customer Relationship Management (CRM) Data
- Schedule call back and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.
Performance Management
- Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timeliness; use performance management systems to improve personal performance.
Personal Capability Building
- Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
BEHAVIORAL COMPETENCIES
Drives Results
- Consistently achieves results, even under tough circumstances. For example, holds self to high standards of performance; sets some challenging goals; wants to achieve meaningful results; pursues initiatives/efforts to successful completion and closure. Focuses on key goals, even during setbacks and obstacles.
Communicates Effectively
- Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.
Interpersonal Savvy
- Relates openly and comfortably with diverse groups of people. For example, takes time to build rapport in meetings; speaks about common interests and priorities; shows tact and sensitivity in difficult interpersonal situations. Maintains productive relationships with a wide variety of people and from a range of backgrounds.
Persuades
- Uses compelling arguments to gain the support and commitment of others. For example, convinces others through a variety of means and methods of persuasion, including well-reasoned rationale. Recognizes when compromise is necessary and shifts approach to accommodate others.
Manages Complexity
- Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, quickly determines the most critical data and focuses analysis there; recognizes even subtle symptoms that indicate problems; probes deeply for root causes; uses systematic problem-solving methods well.
Action Oriented
- Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, identifies what needs to be done and acts quickly. Shows optimism and enthusiasm that affects others positively. Works independently but knows when to ask for help.
Customer Focus
- Builds strong customer relationships and delivers customer-centric solutions. For example, keeps in contact with customers to ensure problems are resolved, or to improve customer service. Studies customer feedback and emerging customer needs and uses these to determine some creative new ideas.
Being Resilient
- Rebounds from setbacks and adversity when facing difficult situations. For example, is calm and professional in difficult situations; continues to work toward objectives. Overcomes obstacles without becoming discouraged; draws lessons from failures. Recovers from setbacks and adversity.
Instils Trust
- Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, consistently adheres to organizational policies and practices, even when they are unpopular or inconvenient. Builds trust by honouring commitments and by being open and honest at work.
Ensures Accountability
- Holds self and others accountable to meet commitments. For example, accepts responsibility for own work, both successes and failures. Handles fair share and does not make excuses for problems. Usually meets commitments to others.
Plans and Aligns
- Plans and prioritizes work to meet commitments aligned with organizational goals. For example, adopts a sequence of activities that allows for optimal efficiency and effective coordination with others. Makes skilful use of resources and support to deliver efficient, high-quality work.
Manages Conflict
- Handles conflict situations effectively, with a minimum of noise. For example, seeks out a variety of opinions and options; maintains an open mind; takes steps to ensure conflict remains constructive; avoids polarized or unilateral decisions; seeks agreement on critical issues.
SKILLS
Direct Sales
- Works with guidance (but not constant supervision) to maximise the volume and value of direct sales.
Verbal and written Communication
- Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies. Fluent in English and Afrikaans.
Computer Skills
- Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
Action Planning and work scheduling
- Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations, requirements and achieve performance targets by optimising work scheduling.
Writing skills
- Uses clear and effective writing skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies. Competent in English and Afrikaans.
Requirements
EDUCATION
- General Education Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
- Full 150 STI credits (Advantageous)
- Degree and/or diploma in business/marketing (Advantageous)
EXPERIENCE
- General Experience 2 or more years call centre experience (Essential)
- Experience in Financial Services Industry (Advantageous)
go to method of application »
JOB PURPOSE
Provide support to senior analysts and managers within the 1Life Actuarial team. Use actuarial models to identify, model and monitor business problems and provide effective solutions.
RESPONSIBILITIES
Model deployment and testing
- Support the planning and delivery of systems changes. Engage with users to identify requirements and work with the team to design solutions. Effective impact and sensitivity analysis to be performed before any deployment is done. Translate results from the impact/sensitivity analysis to Business to provide insight and what various pricing changes will mean on profitability and policy growth. Clearly state what needs to be deployed and how testing will be done to ensure the deployment is successful. Support monitoring processes, measure performance of the model/pricing. Effective tracking of various products and pricing changes and cohorts.
Data Collection & Analysis
- Use data from a wide range of sources to analyze key themes and identify possible impacts on the business. Recommendations could be technical or professional in nature. Extract and verify data used for actuarial models. Data/information to be reconciled against credible data sources (for example financials) to ensure the data is complete and accurate. Ensure definitions and assumptions are aligned to the problem statement.
Actuarial Modeling
- Assist with development, maintenance and implementation of actuarial models and processes. Models need to be fit for purpose and able to estimate the reality accurately. Models (and any form of estimation) to clearly documented with the scope of use, definitions, data, and assumptions made. Ensure that there are process documents in place to ensure that the models can be understood by external stakeholders. Ensure processes are in place to reduce the risk of incorrect modelling and support new users.
Improvement / Innovation
- Identify shortcomings in existing processes, systems and procedures, and use established change management programs to address them. Stay up to date with Business developments and assist to develop solutions proactively with Business. Maintain continuous development/research of actuarial techniques and share insights with the team. Find an effective way to improve on efficiencies across the business.
Business Requirements Identification
- Support collection of business requirements using a variety of methods. Contribute and deliver in line with the product development and pricing framework. Support implementation of the Actuarial control cycle; ie development, deployment and monitoring thereof. Assist with the management of key business metrics, such as value of new business, embedded value, and profit by product line. Business requirements need to be clearly documented within the scope of use, definitions and assumptions made. Develop solutions that are aligned with experience assumptions.
Stakeholder Engagement
- Support with internal stakeholder engagement; such as Sales and Marketing to keep them informed and up to date with project outcomes. Support with external stakeholder engagement to find appropriate solutions around product development. Maintain measurable service levels on business requests and provide feedback that speaks to the business issue observed.
Insights and Reporting
- Contribute to the preparation of various data and analytics reports. Assist with creating, presenting, and communicating insights and recommendations to stakeholders. Ensure monitoring is accurate and complete and regularly validated against credible data sources.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. Maintain standards of integrity and professionalism as set out by the Actuarial Society of South Africa. Apply appropriate techniques in alignment with APN's.
Performance Management
- Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance.
Requirements
General Education
- Grade 12/ SAQA Accredited Equivalent (Essential)
- Bachelor’s degree in actuarial science or similar (Essential)
- Making good progress toward Actuarial qualification (Advantageous)
EXPERIENCE
General Experience
- 1 or more years Actuarial work experience in financial services (Advantageous)
- Prophet experience (Advantageous)
go to method of application »
JOB PURPOSE
Successfully implement all directives, policy and procedures according to the operational plan by providing support and sharing knowledge and skills to the team assigned to them to assist in achieving the required operational results.
RESPONSIBILITIES
Operations Management
- Supervise others working within established operational systems. Conduct daily performance discussions (huddles) to monitor and review operational performance against the plan with the team in order to improve and/ or achieve the required operational results. Ensure that team members execute work activities on time in accordance with the required operational and quality standards. Relate and communicate all new or revised policies, procedures and /or processes to team members to ensure they have the most up‐to‐date and current information.
Operational Compliance
- Identify, within the team, instances of non-compliance with the organisation's policies and procedures and/or relevant regulatory codes and codes of conduct, rectify non-conformance and variances within the team as a high priority, and report and escalate issues as appropriate.
Leadership and Direction
- Explain the local action plan to support team members in their understanding of what needs to be done and and how this relates to the broader business plan and the organisation's strategy, mission and vision; motivate people to achieve local business goals. Support team members by sharing knowledge, information and problem-solving recommendation to achieve the required operational results.
Insights and Reporting
- Contribute to the preparation of various data and analytics reports. Collect and submit reports specific to team data as part of the Management Control System.
Work Scheduling and Allocation
- Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines. Coordinate individual team member’s work assigned/schedules and leave requests to consistently have the required capacity within a team to meet operational requirements. Identify, assign, and follow‐up on work activities of team members in accordance with operating procedures to contribute the management control system.
Performance Management
- Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organisation's performance management systems to improve personal performance. Manage and report on team performance; set appropriate performance objectives for direct reports and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives. Regularly assess the need for training or performance improvement of individual team members and implement action plans to enhance overall team performance. Establish goals and objective for self and team and implement and measure accordingly to support or improve job performance (experience, ability, competence) by completing performance reviews and competency matrix.
Customer Relationship Management (CRM) Data
- Monitor team members' use of the customer relationship management system, identifying and resolving standard issues and escalating these to a senior manager as appropriate.
Customer Management
- Help senior colleagues manage customer relationships by using relevant operational systems.
Customer Service
- Act as first-line supervisor of a team providing operational support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.
Requirements
EDUCATION
General Education
- Grade 12/ SAQA Accredited Equivalent (Essential); FAIS recognised qualification (Advantageous); Relevant 3 year Business or insurance industry related degree / diploma in management (Advantageous); STI Qualification (Advantageous)
EXPERIENCE
General Experience
- 3 to 4 years experience in an admin related role (Essential) Experience in a recoveries and third party liabilities environment (Advantageous ); 2 years experience in claims and policy/customer services environment (Advantageous)
Managerial Experience
- 3 or more years experience managing/ supervising others (Essential);
go to method of application »
JOB PURPOSE
Inbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Needs a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand.
RESPONSIBILITIES
Customer Relationships Development
- Make calls by telephone to allocated customers to develop new relationships or either as a first point of contact.
Customer Needs Clarification
- Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
Sell Customer Propositions
- Identify the products or services that best meet the customer's needs, use personal expertise to propose quantities within standard operating systems, policies and procedures. Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Customer Relationship Management (CRM) Data
- Schedule callback and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
- Performance Management Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance to meet SLA.
Personal Capability Building
- Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Requirements
EDUCATION
- General Education Matric / Grade 12 or SAQA Accredited Equivalent (Essential); Regulatory Exam 5, dependent on DOFA date (Essential); Full 150 STI credits, dependent on DOFA date (Essential); Degree and/or diploma in business/marketing (Advantageous)
EXPERIENCE
- General Experience 1 year call centre sales experience
go to method of application »
JOB PURPOSE
Inbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Needs a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand.
RESPONSIBILITIES
Customer Relationships Development
- Make calls by telephone to allocated customers to develop new relationships or either as a first point of contact.
Customer Needs Clarification
- Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
Sell Customer Propositions
- Identify the products or services that best meet the customer's needs, use personal expertise to propose quantities within standard operating systems, policies and procedures. Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Customer Relationship Management (CRM) Data
- Schedule callback and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
- Performance Management Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance to meet SLA.
Personal Capability Building
- Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Requirements
EDUCATION
- General Education Matric / Grade 12 or SAQA Accredited Equivalent (Essential); Regulatory Exam 5, dependent on DOFA date (Essential); Full 150 STI credits, dependent on DOFA date (Essential); Degree and/or diploma in business/marketing (Advantageous)
EXPERIENCE
- General Experience 1 year call centre sales experience
go to method of application »
JOB PURPOSE
To provide quality and compliant quotes, proposals and Records of Advice for Financial Planners, ensuring the content of the plan is relevant, valuable and appropriate for the client. Must be competent in product structures, financial advice strategies and industry regulations, and be well-informed on products and services available in the market.
RESPONSIBILITIES
Document Preparation
- Prepare moderately complex documents using a variety of computer applications such as Microsoft Office. Also responsible for gathering and summarising data for reports.
Research
- Researching existing and potential replacement products to prepare the most appropriate recommendations for the client in an advice document or proposal, such as: Product comparisons, insurance analysis and quoting, contacting funds for information, identifying product, fee and service offering differences.
- Obtaining relevant client information from various sources.
Administration
- Produce, update and provide best practice support on a wide range of MS documents, databases and other departmental systems to support the work of more senior colleagues. Provide administrative support in general, if required to the Employee Benefits team
Customer Relationship Development
- Make calls (by telephone, in person and email correspondence) to allocated customers to develop new relationships and maintain existing ones.
Account Management
- Provide day-to-day support on both new and existing accounts to perform prescribed and non-routine account management activities.
- Help the account management team respond to more complex customer enquiries.
Product Planning
- Contribute data and information to production plans. Run reports, check accuracy, and distribute information.
- Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.
Operational Compliance
- Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
- Obtain authorisation from a supervisor or manager for any exceptions from mandatory procedure.
Product/Service Information
- Provide advanced product/service information and respond to basic customer questions about the product/service.
Performance Management
- Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.
- Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, and reading specialist media.
BEHAVIOURAL COMPETENCIES
- Drives Results: Consistently achieves results, even under tough circumstances.
- Instills Trust: Gains the confidence and trust of others through honesty, integrity, and authenticity.
- Manages Complexity: Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.
- Customer Focus: Builds strong customer relationships and delivers customer-centric solutions.
- Being Resilient: Rebounds from setbacks and adversity when facing difficult situations
Requirements
EDUCATION
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential);
- FAIS Accreditation and Qualification (Essential subject to DOFA); Regulatory
- Exam 5 (Essential subject to DOFA)
EXPERIENCE
- 2 - 3 years’ experience in paraplanning/advice assistant role (Essential)
- 1 - 2 years of experience of client facing customer service / business development support (Essential)
- Previous experience in health / medical aid industry (Advantageous)
Method of Application
Use the link(s) below to apply on company website.
Build your CV for free. Download in different templates.
Gmail
Yahoomail