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  • Posted: Sep 18, 2025
    Deadline: Not specified
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  • Africa's largest Mutual Assurance Society providing a one-stop funeral insurance and burial service solution.


     

    Financial Associates (Queenstown, Cradock,Aliwal North,Graaf Reinet,Sterkspruit, Grahamstown,Engcobo,Fort Beaufort) (Eastern Cape)

    Description

    We are looking for individuals to handle the two key responsibilities:

    • Marketing of Funeral Insurance, Savings Plans and related products
    • Recruit funerals for the Funeral Division

    You will be working for a well-established company that is over 100 years old with strong values.  An organization that values employee development and rewards excellent performance.

    Requirements

    • Matric (Grade 12) and/ or tertiary education with 30 credits on NQF level 4
    • Comply with FAIS legislation for registration as Fit and Proper individuals:

    Applicants who entered the industry as follows:

    • From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009.
    • From years 2008 - 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
    • All those appointed in the industry from the year 2010 onwards require a full FAIS recognized  qualification
    • Clear ITC credit record
    • Clear criminal record
    • RE 5 will be an advantage
    • Marketing experience

    go to method of application »

    Team Leader: Port Shepstone Life Office (Kwazulu Natal)

    Description

    • We are looking for a highly motivated, proactive and resilient individual with strong knowledge of sales and marketing to join our sales team as a Team Leader. The incumbent will be responsible to ensure the effective management of a team of Financial Associates in order to achieve business objectives.
    • You will be working for a well-established company that is over 100 years old with strong values. An organization that values employee development and reward excellent performance.

    RESPONSIBILITIES  INCLUDE:

    • Recruit  high  quality  representatives  timeously  and  accurately
    • Ensure  that  appointed  representatives  are  adequately  trained
    • Manage  a  team  of   insurance  representatives  optimally
    • Ensure  that  the  set  insurance  sales  targets  are  reached
    • Ensure  and  monitor  compliance  with  respect  to  FAIS/FICA/LTIA  and  all  other  relevant  legislation
    • Risk  management
    • Develop  and  expand  markets

    Requirements

    • Grade  12
    • A  suitable  industry  entry  qualification  within  the  requirements  of  the  Financial  Services  Board
    • Comply with FAIS legislation for registration as Fit and Proper individuals:

    Applicants who entered the industry as follows:

    • From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009.
    • From years 2008 - 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
    • All those appointed in the industry from the year 2010 onwards require a full FAIS recognised qualification
    • Clear ITC
    • Clear criminal record
    • RE5  certificate
    • RE1  will  be  an  advantage
    • Drivers’  license,  own  reliable  transport  and  cell  phone

    go to method of application »

    Client Service Champion: Mtubatuba (Kwazulu Natal)

    Description

    • We are looking for an individual, under the guidance of the Area Manager, who will be responsible for high quality client service and client retention effort, by overseeing and controlling the standards of the customer service of the administrative clerks in the area.
    • You will be working for a well-established company that is over 100 years old with strong values.  An organization that values employee development and rewards excellent performance.

    Responsibilities

    Team Management

    • Attend scheduled area meetings and report back to employees in the area office on deficiencies with regard to customer service and to recommend to the management structure actions to rectify.
    • Conduct meetings with employees, minute meetings, share minutes with all stakeholders and keep record of minutes with regard to all customer service-related matters.
    • Identify development areas with regards to client service deficiencies and compile and track a development plan in respect of admin staff in reporting offices.
    • Conduct counselling and coaching sessions with administrative staff in reporting offices in respect of quality assurance deficiencies and standardization of approved processes.
    • Recommend and implement remedial/ corrective action in under the guidance of the area manager in terms of employee behaviour and performance in Area Office and QA in other life offices.
    • Control and monitor subordinates work to ensure that tasks are performed on acceptable standards and according to policy and procedures.
    • Give input on performance appraisals of admin staff related to client service action. Recommend possible training and planned coaching needs that have to be incorporated into the development plan / coaching programme of the admin staff.
    • Address escalated enquiries from admin clerks to with the necessary stakeholders in an accurate and timely manner.

    Customer Service

    • Address escalated enquiries from clients with the necessary stakeholders in an accurate and timely manner.
    • Monitor that policy requests and related transactions are dealt with according to policy and procedure and are executed timeously and effectively.
    • Monitor and report on all regulatory requirements to the area manager to facilitate legislative compliance in the execution of duties of admin staff. (i.e. FAIS, PoPIA, FICA, BCEA, LRA.
    • Awareness of the Group's policies and procedures, and the regulations relevant to the role.
    • Consistently demonstrate understanding of how the principle of TCF and the underlying six TCF outcomes impacts the role and is embedded in the culture of AVBOB.
    • Monitor the implementation of Voice of the Customer (VOC) initiatives in all offices and in collaboration with Manager: Customer Experience.
    • Monitor the implementation of the Moreki Pele program in all offices and in collaboration with the Manager: Customer Experience and Area Manager.
    • Monitor the Net Promoter Score (NPS) results of all transactions in the Area (e.g. new policies issued and policy maintenance transactions), call all detractors and some promoters, followed by providing feedback and coaching to admin staff where required and report progress and results to the area manager.
    • Identify, as part of the NPS monitoring, areas of improvement and communicate such to the Area manager to remedy and improve on. Record and report to the area manager on improvement areas and record progress made on improvement on a monthly basis.
    • Evaluate work processes and implement standardized processes and procedures to facilitate effective client service experiences in collaboration with the area manager and relevant parties.
    • Stay abreast of various policy maintenance departments’ functionality, requirements and processes to ensure that client requests are processed correctly and timely.

    Risk

    • Prevent losses that may occur in the business by ensuring that all queries are handled and documentation are processed correctly and within the relevant rime frames.
    • Prevent losses that may occur by identifying suspicious transactions and reporting such transactions to area manager on a regular basis.
    • Identify and give input to area manager and Manager: Customer Experience to recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.
    • Review policy payment reconciliation document of all reporting offices to ensure reconciliation and banking processes are finalized in a timely manner by admin clerks.

    Quality Assurance and Retention

    • Monitor that daily non-payment lists are extracted per office and distributed to the line managers for follow-up.
    • Ensure by weekly reporting activities that feedback reports from the different line managers (BM/DM/TL/BC) are consolidated and submitted to the Area Manager for review and reporting.

    Fraud Complaints/ Investigations

    • Receive, escalate the area manager and record client complaints lodged by clients at the respective insurance offices and report suspected fraud cases to the Forensics Department to investigate.
    • Receive, record and refer complaints/ fraud investigations from head office to the relevant line manager for investigation within one day after receipt. Report on feedback from line managers to Head Office within agreed periods per insurance clerk.
    • Maintain accurate records and reporting systems and processes to track investigations and provide timely feedback on investigations to Forensics.

    Reporting

    • Compile activity / transaction reports to area manager on a monthly basis.
    • Compile weekly/monthly progress reports to the area manager on a monthly basis.

    General

    • Oversee and monitor own offices’ asset registers by ensuring that regular asset verification is done, assets are recorded on the register correctly. Monitor assets register maintenance of reporting offices by regular reconciliation reports and report any discrepancies to the area manager.
    • In collaboration with the area manager, keep record of office attendance registers and store appropriately to facilitate any queries/audits only in Area Office where person sit.
    • Monitor the petty cash account for own office. Monitor petty cash accounts of reporting offices by reviewing petty cash reconciliation reports received from reporting offices. Report any discrepancies to the area manager to implement remedial action. 

    Requirements

    Minimum Qualifications

    • Grade 12
    • A FAIS recognized qualification
    • RE5
    • RE1 will be an advantage
    • Computer Literate (MS Office, Email, Internet)

    Knowledge and Experience

    • 2-3 years proven experience in the life insurance industry relating to client services
    • In-depth knowledge of the insurance domain, associated standards, practices and regulations
    • Experience in dealing with intermediaries
    • 2-3 years relevant supervisory experience

    Technical And Behavioral Competencies

    • Interpersonal Skills
    • Attention to Detail
    • Communication (Verbal & Written)
    • Computer Literacy
    • Organising, Planning & Time Management Skills
    • Decision Making Skills
    • Dependability and Reliability
    • Conflict Management Skills
    • Teamwork
    • Initiative
    • Negotiation Skills
    • Computer Services

    go to method of application »

    Manager: Broker Services and Franchise (Centurion)

    Description

    • We are looking for an experienced Broker and Franchise Manager to join our team and take charge of growing and supporting our broker and franchise distribution channels.
    • In this pivotal role, you will be responsible for developing strategies that drive business growth, ensuring compliance, and managing key relationships to achieve business objectives. If you're a strategic thinker with a proven track record in sales, franchise development, and team leadership, we'd love to hear from you!
    • You will be working for a company that is over 100 years old with strong values which are customer centric. In return for your services, you will be paid a competitive remuneration package.  You will be working for an organization that values employee development and rewards excellent performance.

    RESPONSIBILITIES INCLUDE:

    Broker & Franchise Strategy Development & Implementation

    • Collaborate with senior management to develop and execute a comprehensive broker and franchise strategy aligned with the company’s goals.
    • Design operational strategies to attract, onboard, and retain suitable brokers and franchises.
    • Set KPIs for growth, including broker recruitment and business volume targets, and monitor progress.

      Broker & Franchise Support & Engagement

    • Develop processes in collaboration with internal teams (ICT, Insurance Operations) to provide seamless support to brokers and franchisees.
    • Create and maintain a comprehensive broker and franchise policy manual and ensure compliance.
    • Strengthen relationships with distribution teams to ensure maximum market reach and minimize channel conflicts.

    Sales Growth & Market Expansion

    • Design growth strategies and tracking mechanisms to achieve sales targets.
    • Identify new market opportunities and implement expansion strategies for brokers and franchises.
    • Develop sales and marketing budgets and work closely with Broker Area Managers to resolve issues and maintain strong relationships.

    Franchise Development

    • Lead the development and execution of a franchise growth strategy, identifying potential franchisees and managing the sales process.
    • Provide guidance and support to new franchisees, ensuring alignment with operational standards and brand guidelines.
    • Represent the company at industry events to promote the franchise opportunity and enhance brand visibility.

    Broker Development and Training

    • Collaborate with the Learning & Development team to create broker training programs that enhance industry knowledge and business skills.
    • Develop mentorship programs and ensure brokers receive ongoing support from Area Managers and Broker Consultants.
    • Foster a strong relationship with brokers, ensuring their continued development and engagement.

    Compliance and Risk Management

    • Regularly evaluate broker and franchise remuneration models and recommend improvements.
    • Implement compliance controls to ensure brokers are properly licensed and adhere to regulatory requirements.
    • Monitor brand standards and ensure all marketing and advertising materials are compliant with corporate identity guidelines

    Departmental and People Management

    • Manage and mentor a high-performance team of Broker Area Managers, ensuring they achieve sales targets and adhere to compliance standards.
    • Foster a culture of continuous learning, development, and high performance within the team.

    Client Relationship Management

    • Build and maintain a network of industry contacts to bring new opportunities into the business.
    • Develop and execute external communication and marketing programs to engage brokers and promote the company’s brand

    Requirements

    • Relevant tertiary qualification (Business, Marketing, Insurance, or related field).
    • FAIS compliance (Must be registered as a Key Individual with the FSCA).
    • RE 1 certification.
    • Minimum of 5 years in insurance management, specifically with brokers or franchise networks.
    • Proven experience in sales strategy development, franchise management, and broker relationship management.
    • Strong knowledge of insurance legislation, compliance, and governance within the insurance sector.
    • Demonstrated ability to develop and execute broker development programs and training initiatives.
    • Experience with risk management, compliance controls, and brand standards within the industry.
    • Leadership experience in managing teams, fostering a high-performance culture, and driving business growth.
    • Strong analytical, planning, and problem-solving skills.
    • Excellent communication, interpersonal, and leadership skills.
    • Ability to build and maintain strategic relationships with brokers, franchisees, and industry stakeholders.
    • Strong knowledge of sales growth strategies, market expansion, and client relationship management.
    • Proficiency in Microsoft Office and CRM tools.

    go to method of application »

    Branch Administration Clerk: Graaf Reinet (Eastern Cape)

    Description

    • We are searching for an individual with excellent administrative and customer service skills to join our branch administration team at the Mtubatuba Insurance Office. 
    • You will be working for a company that is over 100 years old with strong values .  In return for your services, you will be paid a competitive remuneration package.  You will be working for an organization that values employee development and rewards excellent performance.

    Your responsibilities will include:

    • Reception
    • Typing
    • Record keeping
    • Operating switchboard
    • Client services
    • Data input and scanning of documents
    • General office duties
    • Handling petty cash

    Requirements

    • Grade 12
    • 1-2 years relevant office administration experience will be a definite advantage
    • Computer Literacy

    Method of Application

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