Job Opportunities Available at Telesure Investment Holdings (TIH)

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 Equivalent (Essential); Regulatory exam 5 (Advantageous)

Experience

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

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Job Purpose

• As a Business Partner at TIH Advisory, you will play a crucial role in giving businesses and individuals peace of mind, through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in commercial insurance advisory services.

Responsibilities

• Conduct thorough needs analysis and advising clients on suitable insurance solutions.
• Develop and implement customized insurance solutions strategies to meet clients' commercial and personal insurance needs.
• Provide ongoing support and guidance to clients, reviewing their portfolio 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 organization.

Education

• RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates); Preferred; Short-Term Insurance certificate (preferred)

Experience

• Minimum 2 years of experience in financial advisory services  (Commercial & Non-life preferred); 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
   

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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

• Financial Management and control
• Prepare monthly and annual financial statements for management and auditing purposes. Ensure effective daily cash management of the company. Record asset transactions in respect of additions, disposals and transfers on a daily basis to ensure that transactions are allocated accurately in terms of amounts, VAT, description and account.
• Financial Accounting Skills
• Use full understanding of accruals accounting and the impact of entries on profit and loss account, the balance sheet and the cash flow statement. Compile complete, accurate and timely accounting records on a monthly basis. Prepare month end file with reconciliations and documentation to support the trial balance.
• Financial Policies, Guidelines, and Protocols
• Assist with the delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
• 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.
• Data Collection & Analysis
• Draw conclusions and assess impact from analysis and interpretation of financial data. Interpret the impact of unusual figures identified by analytical review.
• Document Preparation
• Prepare monthly and annual financial statements for management and auditing purposes. Prepare and submit monthly, quarterly and annual statutory returns.
• Reporting
• Extract and combine data to generate standard reports.
• Customer Management
• Establish and maintain professional relationships with internal  and external Auditors and business partners on a daily basis. Provide accurate information and respond and resolve enquiries to a satisfactory outcome.
• Data Management
• Generate monthly depreciation journal on the financial system. Record financial transactions on a daily basis into the applicable business systems to ensure the accuracy and completeness of information.
• Improvement / Innovation
• Implement improvements and provide feedback on them. Use change management systems and protocols to provide routine supportive services.
• Leadership and Direction
• Supervise a team performing routine work.

Education

• B.com degree (Financial accounting) or equivalent CA(SA) undergraduate qualification at a SAICA accredited university. Completed Honours degree (CA) (Essential)

Experience

• Completed articles experience essential  
• 3 years post articles work experience in the Financial services industry (desirable )
• (Over 3 years to 6 years). 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. 
• 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)

Experience

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

go to method of application »

Job Purpose

• Provide support to the Financial Accountants and record and review financial transactions to ensure completeness, accuracy and timely submission of information used to support the business in their financial decision making and ensure statutory compliance.

Responsibilities

• Financial Accounting
• Support others by carrying out financial monitoring tasks. Check cash book batches and reconciliations to ensure that transactions are allocated accurately and submit timeously to the accountants on a weekly basis. Prepare monthly balance sheet and income statement journals, reconciliations and schedules and ensure that all supporting documentation is attached in the month end file for review by the Financial Accountant. Prepare VAT reconciliations for review by the Financial Accountant on a monthly basis.
• Management accounting and financial management
• Deliver standard operational or administrative processes, interpret instructions and make choices (from defined options) to get the job done. Check accounts payable and receivable batches on a daily basis to ensure that transactions are allocated accurately in terms of amounts, VAT, description and account. 
• Control and review the age analysis of the accounts payable on a monthly basis to ensure that it is within the agreed terms and conditions of the suppliers agreements.
• Operational Compliance
• Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work. adhere to mandatory procedures to ensure own work is undertaken to the required standards.
• Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Data Collection and Analysis
• Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
• Customer Management
• Assist with general customer queries and difficult customers. Liaise with auditors, external business partners and internal customers on a daily basis to provide accurate information and respond and resolve enquiries to a satisfactory outcome.
• Data Management
• Record financial transactions on a daily basis into the applicable business systems  to ensure the accuracy and completeness thereof.
• Improvement / Innovation
• Find new and innovative ways to provide a more efficient, responsive and speedy process to enhance the overall effectiveness of financial reporting and customer service.

Education

• Matric/Grade 12/ SAQA Accredited Equivalent (Essential); BCom degree in Accounting or similar - SAICA accredited university (Essential)

Experience

• 2 years experience in a similar role (Essential); Experience within the financial services industry (Advantageous).

go to method of application »

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