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  • Posted: Oct 16, 2024
    Deadline: Not specified
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  • 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 ...
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    Manager: VAPS Sales (Auto Top-up & Pet Insurance)

    Job Purpose

    • Manage a team's performance outputs within the sales department. Meet the metrics that has been set out by business. Manage the tactical strategy and execution within the inbound and outbound sales unit.

    Responsibilities

    • Operations Management
    • Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both). Plan, schedule and review workload to improve productivity by measuring results against targets. Ensure that operational activities are consistently executed according to operational and quality standards and manage exceptions proactively to meet or exceed customer expectations. Ensure that the overall area of responsibilities people indicators e.g. absenteeism, turnover and employee engagement results remain at a healthy level in accordance with benchmarks.
    • Program Realization of Business Benefits
    • Develop and manage the delivery of a plan to evaluate and track business benefits and to identify actions needed to maximize these. Initiate, co-ordinate and manage any assigned projects in accordance with business requirement or functional area responsibility to ensure successful implementation of business change initiatives that will support continuous improvement.
    • Leadership and Direction
    • Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
    • Project and Program Stakeholder Engagement
    • Develop and implement stakeholder engagement plans for projects to identify relevant stakeholders, to develop positive stakeholder relationships. Engage with all relevant people/other departments in the business and coordinate relevant inputs (people, systems and processes) to achieve or improve the required results (on time and according to the relevant quality standards).
    • Work Scheduling and Allocation
    • Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.
    • Performance Management
    • Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these in order to improve individual and operational performance. Take appropriate corrective action and ensure that non-conformance and variances within the function is rectified as a high priority.
    • Continuous Improvement
    • Continuously monitor and review the operational standards (Operating Procedures) to maintain the correct quality of operational activities and stimulate continuous improvement.
    • Budgeting & Costing
    • Control all associated operational cost in accordance with the annual budget. Formulate the annual budget for the area of responsibility.
    • Building Capability
    • Work within existing development framework to build own capabilities and those of direct reports. Establish goals and objectives for self and team and implement and measure accordingly to support or improve job performance (experience, ability, competence). Conduct and actively participate in Talent Management and Succession process and the development of identified talent. Provide a quarterly forward gearing plan to HR in order to support company demand planning for training and recruitment activities.
    • Compliance
    • Ensure that all recruitment and employment is carried out in accordance to company policy and procedure and in compliance with current employment legislation. Deliver on Treating Customers Fairly principles in alignment with regulatory requirements.
    • Data Collection & Analysis
    • Conduct research using primary data sources and select information needed for the analysis of key themes and trends.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); FAIS Regulatory Qualification (Essential); RE 5 (Essential); Relevant 3 year Business or insurance industry related degree / diploma in management (Advantageous); Class of Business Certification (Essential); STI Qualification (Essential); RE 1 (Advantageous)

    Experience

    • 5 or more years sales experience in a decision making position, within a financial services industry (Essential). 3 - 5 years experience in managing others and/or managing managers (Essential)
       

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    Afrikaans Sales Consultant

    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. 
    • 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 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. 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 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 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.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)

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    Senior Developer

    Job Purpose

    • Develop, create, and modify general computer applications software or specialised utility programs. Analyse user needs and develop software solutions. Design software or customise software for client use with the aim of optimizing operational efficiency. May analyse and design databases within an application area, working individually or coordinating database development as part of a team. May supervise computer programmers.

    Responsibilities

    • Application Software Development
    • Develop the most complex existing and new applications by analysing and identifying areas for modification and improvement. Develop new applications to meet customer requirements.
    • Improvement / Innovation
    • Identify shortcomings in existing business practices, then suggest and implement improvements while developing and delivering projects or a work stream within the organisation's change management program. Involves working with guidance from senior colleagues.
    • Applications Software Maintenance
    • Monitor, identify, and correct more complex software defects to maintain fully functioning applications software.
    • Testing IT Performance
    • Perform website/applications software tests and respond to call log process to monitor, diagnose, and correct performance issues.
    • Information Security
    • Implement and provide input on the design of required security measures such as data leaks, message encryption, monitoring performance to notify security experts of any problems.
    • Personal Capability Building
    • Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Continue to learn new languages/technologies.
    • Organisational Capability Building
    • Provide coaching to team members to develop their skills.
    • 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, reporting these and escalating issues as appropriate.
    • Application Software Roadmap
    • Contribute to and maintain road map to facilitate application software development and ensure the development work is prioritised in line with business requirements.
    • Customer Service
    • Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); A recognised software development certification/degree/diploma (Essential)

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    Transformation Program Manager

    Job Purpose

    • Manage and sustain the successful end-to-end planning, implementation and delivery of TIH transformation: Enterprise and Supplier Development Programme. Demonstrate the impact and benefit of programmes.

    Responsibilities

    • Project Management
    • Deliver small-scale or medium-scale projects while working within an established program management plan.
    • Develop a detailed project plan to monitor and track progress of transformation and Yes Youth programmes.
    • Coordinate internal resources and third parties/vendors for the flawless execution of programmes.
    • Ensure that programme outcomes are delivered on-time, within scope and within budget.
    • Project and Program Deliverables
    • Carry out research, workshops, and other activities to support the specification and agreement of project deliverables.
    • Assist in the definition of programme scope and objectives, involving all relevant stakeholders and ensuring technical feasibility.
    • Business Process Mapping
    • Maintain an agreed set of artifacts and lead business process mapping and efficiency work, including methodology and approach, workshop facilitation, and maintenance of appropriate business process and enterprise-wide requirements, to support the wider change agenda.
    • Develop process maps for various transformation and Yes Youth programmes.
    • Risk Management & Analysis
    • Gather, monitor and analyse risk data and recommend further investigation. Involves using established risk management models, systems and protocols and working under direction.
    • Perform risk management to minimise potential risks.
    • Project and Program Stakeholder Engagement
    • Deliver stakeholder engagement activities to support development of effective project working relationships and to identify and respond to stakeholder needs and concerns.
    • Establish and manage the relationship with the clients and all stakeholders.
    • Internal Communications
    • Execute a communications plan within established internal communication systems and procedures.
    • Project and Program Realisation of Business Benefits
    • Carry out baseline assessment and post-implementation analyses to contribute to the measurement and tracking of business benefits.
    • Track programmes performance, specifically to analyse the successful completion of short and long-term goals using appropriate tools and techniques.
    • Project and Program Planning
    • Carry out delegated activities to support the production of workstream and project plans that identify and organise all the activities needed to deliver project objectives and that comply with the organisation's project management framework.
    • Create and maintain comprehensive programme documentation.
    • Learning and Development Program Delivery
    • Deliver training sessions or short courses, engaging, advising, and guiding learners and evaluating the achievement of intended learning outcomes.
    • Deliver face to face sessions, virtual sessions or short
    • courses and create context and conversation that allows
    • learners to engage based on the topic. Be aware of others' reactions and understanding as to why they react as they do. Assess and adapt the learning method to suit the learners needs and ability to understand the content while still ensuring the integrity of the learning and programmes key outcomes. Provide feedback based on participant’s activity, ability to learn and understand the theory and ability to apply the learning in a workplace environment.
    • Learning and Development Program Design
    • Design learning sessions to meet the requirements of a specified curriculum or to fill gaps in existing programs; develop and maintain relevant content and high-quality training resources to ensure high levels of learner engagement and achievement of learning outcomes.
    • Understand and is able to implement a variety of facilitation techniques and methods to ensure learning is delivered in the most appropriate manner to suit the learners needs as well as ensuring the learning environment is maintained.
    • Able to assess the methodology / technique / facilitation
    • used and the relevance and impact it is having within the
    • learning environment, is able to adjust the method used to ensure the learning is being delivered in the most effective and efficient manner for the learners to understand.
    • Document Management
    • Create and ensure compliance with a company wide document management system.
    • Ensure full annual documentation of learner programmes are captured and stored in line with company and audit requirements. Ensure registration of learners are captured and stored in line with service level agreements and regulatory requirements.
    • Business Requirements Identification
    • Use available business relevant information to drive the
    • learning within the classroom. Understand the current
    • challenges facing business as well as the key objectives and strategies that TIH and the specific BU wants to achieve.

    Education

    • Undergraduate Degree (Essential); 3 year Business related Degree (Advantageous); Honours Degree (Advantageous)  (Required)

    Experience

    • 2 - 4 years working experience in project / programme management (Essential)

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    Financial Advisor

    Job Purpose

    • As a Financial Advisor at TIH Advisory, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.

    Responsibilities

    • Conduct thorough financial needs analysis for clients to understand their goals and objectives.
    • Develop and implement customised financial plans to meet clients short and long term goals .
    • Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
    • Build and maintain strong relationships with clients through proactive communication and exceptional service.
    • Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
    • Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.

    Education

    • RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates). Preferred; Relevant certifications (e.g., CFP) preferred but not required.  (Required)

    Experience

    • Minimum 2 years of experience in financial advisory services (for experienced candidates); Proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations; Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients; Demonstrated ability to work independently and collaboratively in a fast-paced environment
       

    Method of Application

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