Job Openings at 1 Life Insurance

RESPONSIBILITIES

 Data Collection & Analysis

• Accurate collation and analysis of information for submission to external parties and audits. Ensure accurate recording of information on any systems used internally or by external parties.
• Assist in setting up and maintaining administration processes.

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.

Document and Data Management

• Create, organize and maintain files containing the correspondence and records of a senior colleague.

Client & Customer Management

• Help manage clients by carrying out standard activities and providing support to others.

Stakeholder Engagement

• Effectively build and maintain relationships with both internal and external stakeholders and partners.
• Ensure effective service delivery to meet stakeholders’ needs within specified SLA’s.
• Provide ad hoc project support within the department.

Work Scheduling and Allocation

• Organize own work schedule in order to get the job done.

Personal Capability Building

• Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Requirements

General Education

• Grade 12/ SAQA Accredited Equivalent
• Diploma in Compliance or Degree in the Law(Advantageous)

General Experience

• 2 or more years' experience in an administrative role dealing with compliance administration.
• General administration services and data collation experience.

go to method of application »

RESPONSIBILITIES

Customer Relationships Development

• Make calls by telephone to customers to offer new products to existing client base.

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 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 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 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 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 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 (Advantageous)
• Wealth Management Qualification (Advantageous)

EXPERIENCE

General Experience

• 2 or more years telephonic sales experience (Essential); Experience in cold calling (Advantageous)