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  • Posted: Jan 17, 2025
    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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    Regional Senior Manager | Cape Town

    Job Purpose

    • Provide Senior Leadership presence within a regional office and oversee the day-to-day operations. Drive TIH Cultural initiatives within the business to support Employee Engagement. Champion operational excellence to enhance efficiencies in the regional office to enable improved market share and identify and pursue opportunities for regional growth and expansion.

    Responsibilities

    • Leadership and Direction
    • Communicate the function's strategy and its relationship to the organisation's mission, vision and values; clarify the actions needed to implement it within the area of responsibility; motivate people to commit to these and to doing extraordinary things to achieve the organisation's business goals. Build and lead an effective and collaborative team. Champion the organisation’s values and culture within the regional office. Foster a positive, inclusive, and high-performance work environment. Lead by example, demonstrating commitment to the organisation’s mission and vision.
    • Operations Management
    • Manage and oversee all operational and support activities residing in the regional office, assist with day-to-day management and resolve escalated complaints.
    • Performance Management
    • Manage and report on the performance of the function / business area; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives. Implement effective succession planning, people management, development, recruitment and retention strategies for brand servicing operations in consultation with HRBP. Manage the performance of all managers through the formal performance management system. Promote transformation.
    • Strategic Planning
    • Develop and/or deliver elements of a strategic planning system with guidance from senior colleagues.
    • Improvement / Innovation
    • Initiate, formulate and implement new business practices within a specific region while managing the development and/or delivery of a significant element of the organisation's change management program.
    • Budgeting & Costing
    • Manage budget plans for a regional office. Could involve development or delivery (or both).
    • Client & Customer Management (External)
    • Manage key client and customer relationships. Use account teams to maintain customer satisfaction and loyalty.
    • Building Capability
    • Build capabilities on a formal basis within a significant functional area of the business. Build capabilities elsewhere in the organisation through mentoring and other informal methods. Ensure that all operating objectives and standards of performance are owned by management as well as employees.
    • Stakeholder Engagement
    • Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
    • Personal Capability Building 
    • Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and indepth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); Business Degree (Essential); Post Graduate qualification in Business (Advantageous)

    Experience

    • General Experience 3 years' Senior Management Experience (Essential); Experience managing  budgets (Essential) 3 or more years' experience working in a financial services environment (Essential) Managerial Experience 7 or more years management experience (Essential)

    go to method of application »

    Sales Consultant - STI

    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.

    Experience

    • 2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).

    go to method of application »

    Sales Consultant (Durban)

    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.

    Experience

    • 2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).

    go to method of application »

    CVM Specialist Active Customers

    Job Purpose

    • Ensure the effective planning and execution of the Customer Relationship Marketing Strategy against set targets and budgets, with a clear focus on maximising customer value through engagement. This includes all Customer Relationship Marketing journey communication, marketing tactical campaigns, upsell and cross sell campaigns, across the STI brands on all channels with the purpose to create customer loyalty and advocacy, increase retentions, increase share of wallet and longer survival rate for higher customer Life Time Value (LTV).

    Responsibilities

    • Marketing Campaign Development
    • Carry out supplier and contract management tasks to support advertising/promotion/other marketing campaigns.
    • Assist the Customer Relationship Marketing Manager to run the Customer Relationship Marketing strategy per brand, and all activities that are associated with this across the business.
    • Proof read and manage sign-off process on all creative development and execution of campaign materials, such as emails, sms, app notifications, online messages, any design elements, infographics, banners, letters, etc.
    • Develop, plan and implement customer engagement journeys for the relevant brands, and develop and execute all campaigns.
    • Marketing Planning
    • Contribute to the development of customer relationship marketing and tactical campaigns.
    • Work closely together with the Customer Relationship Marketing Manager to develop and own customer journeys for the STI brands, and develop and execute tactical and seasonal campaigns.
    • Marketing Execution
    • Execute a marketing plan for a particular product, service, or specialty area while working within established marketing systems.
    • Coordinate the Customer Relationship Marketing campaign calendar and ensure that all campaigns are executed timeously.
    • Oversee the campaign production process to ensure timeous and accurate delivery into all channels, e.g. SMS, email, in-app, and social media.
    • Manage customer service response protocol to ensure all responses to queries and complaints (online, email, sms) are appropriate, timeous and consistent.
    • Work with the Customer Relationship Marketing Manager to execute the Customer Relationship Marketing strategy for each brand, across the business.
    • Responsible for achieving  Customer Relationship Marketing Retention targets, upsell and cross sell targets and any targets associated with any campaign to drive business growth.
    • Work with Operations to ensure fulfilment of all campaigns.
    • Marketing Communications
    • Develop and deliver marketing communications campaigns across all media to support the business plan and increase retentions and customer lifetime value.
    • Assist on a variety of ad-hoc marketing and communication initiatives, as needed and instructed by the Customer Relationship Marketing Manager.
    • External Consultant or Contractor Engagement
    • Prepare briefings and information for external consultants or advisors to support the delivery of key projects and/or ad hoc services. Monitor and evaluate outcomes and recommend remedial actions where necessary.
    • Brief external partner agencies, brief internal creative studio, brief internal service providers and any other stakeholders that will help deliver the customer engagement strategy across the STI brands.
    • Data Collection & Analysis
    • Collate and analyse data using pre-set tools, methods and formats. Involves working independently.
    • Manage and track all campaign reports from Email Service Provider, SMS Service Providers, and any other software tool, or otherwise, used for the execution of the Customer Relationship Marketing strategy and tactical campaigns.
    • Continuously work with the Customer Relationship Marketing Manager to analyse results of campaigns and gather insights for future campaigns.
    • Insights and Reporting
    • Prepare and coordinate the completion of various data and analytics reports.
    • Review campaign results and make recommendations on campaign refinement that will result in improved performance.
    • Manage, track and measure campaigns and communicate results accordingly.
    • Compile and present monthly reports on all campaigns executed within the month.
    • Work with internal teams including Data Analytics, Campaign Specialist teams, Brand Marketing teams and the Digital Marketing teams to define campaign requirements to ensure reliable results in upsell/cross sell of products and services.
    • Manage all campaign reports supplied by internal or external Business Information tools or departments and ensure all results are tracked and recorded.
    • Budgeting
    • Track budgets and report variances to report these to the Customer Relationship 
    • Marketing Manager.
    • 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, attending conferences, and reading specialist media.
    • Stakeholder Engagement
    • Assist with stakeholder engagement by arranging actions, meetings, events, and supporting materials to promote stakeholder understanding and commitment.
    • Communicate with all stakeholders internally and externally to ensure that everyone is timeously advised of all customer communications and campaigns.
    • 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.
    • Organisational Capability Building
    • Provide coaching to team members to develop their skills.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); A relevant degree in Digital Marketing (Essential); Bachelor’s Degree or equivalent in Marketing Management or Customer Relationship Management (Advantageous); Diploma or equivalent on Marketing Automation strategy and implementation (Advantageous)  (Required)

    Experience

    • 2-3 years’ hands-on marketing automation campaign management experience (Essential); Previous role experience working with any marketing automation platform, e.g. SAS 360, Adobe or Salesforce with Administrator credential (Essential); Digital design experience and/or understanding of HTML coding (Essential); Experience within Financial Services environment (Advantageous).

    go to method of application »

    Sales Consultant (Johannesburg)

    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

    • Matric / Grade 12/ SAQA Accredited (Advantageous)

    Experience

    • 2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).

    Method of Application

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