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  • Posted: Jul 6, 2021
    Deadline: Not specified
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    OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.
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    OUTsurance Financial Advisor: Life and Investments

    Company Description

    • OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.
    • OUTsurance is a formidable player in the short term insurance market. As a values-based organisation we take our reputation for awesome service and innovation seriously and strive for excellence in all we do.

    Job Description

    • Our long term insurance and investment product offering has grown significantly over the years. We have now developed a Life and Investment face to face distribution channel, with custom made systems, processes and products.
    • To facilitate this model the position of OUTsurance Financial Advisor: Life and Investments has emerged.
    • The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio.

    Qualifications

    • Completed Matric or National Senior Certificate
    • FAIS credits/Full Insurance Qualifications
    • Regulatory Exam (RE5)
    • Having completed the required CPD hours in line with your Product category

    Experience

    • Minimum of 4  years long term insurance face to face sales experience

    Essential

    • Must have your own reliable transport
    • Valid SA driver’s license

    Additional Information
    Responsibilities:

     Build your own Long term insurance and investment portfolio by:

    •     Being able to prospect for new clients through various means to ensure good pipeline of business.  Own sourcing of new business.
    •     Effective communication with both internal stakeholders and clients (written and verbal).
    •     Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.
    •     Providing solutions to clients by selling OUTsurance long term insurance and investment products aligned to the needs of the client.
    •     Prospecting clients from within the OUTsurance group of companies for their life insurance and investment needs by utilising our existing client base.
    • Providing on-going service and support to your individual client base (amendments, renewals etc.) Technology systems and support areas are in place to ensure the execution burden is made a small as practical.
    • Retention of existing clients including renewal discussion in line with regulatory requirement.
    • Keeping abreast with the long term insurance market changes and developments.
    • Achieving/Exceeding targets consistently in line with management targets.
    • Providing feedback to line management when requested to stay abreast of performance, client and market developments.
    • Attending all weekly and ad-hoc team meetings.
    • Working closely with internal stakeholders.
    • Adhering to all quality standards and measures. Complying with all the necessary legislative and regulatory requirements.
    • Being an ambassador for the brand by living our company values in all interactions with internal and external stakeholders.

    Competencies:

    • Confident and enthusiastic self-starter who can take initiative
    • Strong Numerical skills
    • Must be able to work independently as well as part of a team
    • Problem-solving skills
    • Relationship management skills
    • Presentation and facilitation skills
    • Resilience - Ability to work well under pressure in dynamic environment
    • Flexible and adaptable
    • Influential, concise, rational and practical communicator
    • Discretion, judgment and high levels of trust
    • In accordance with OUTsurance Life Insurance Company Ltd's Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

    go to method of application »

    Retentions Advisor

    Company Description

    • OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.

    Job Description

    • Our retention advisors are responsible for handling difficult calls. It is their responsibility to retain clients and make sure these clients remain part of the OUTsurance family.
    • Dealing with client queries and complaints on all levels in a competent, efficient and professional way, in accordance with the quality standards that are in place and in accordance with the values of OUTsurance.

    Qualifications

    • Minimum Matric qualification or equivalent qualification
    • FAIS accreditation is essential
    • Applicants that have been working in the financial services industry prior to December 2010, preference will be given to applicants with their FAIS Regulatory Exams (RE1) completed. Applicants without prior financial advice experience will not be prejudiced

    Additional Information
    Required Competencies & Personal Attributes:

    • Sales and/or Client service oriented
    • Attention to detail/Quality oriented
    • Resilience
    • Deadline and results oriented/Work standards
    • Initiative
    • Enthusiastic and passionate about the job and the company
    • Effective at planning and organisation/Work management
    • Teamwork/Collaboration
    • Judgment/Problem solving
    • Adaptability
    • Integrity
    • Tolerance for stress
    • Extensive sales experience is essential
    • Previous call centre experience - preferably in a sales or retention environment
    • Ambitious
    • Highly Motivated
    • Driven
    • Customer service enthusiasts
    • An ideal candidate will be able to align their personal work values to the OUTsurance values of Awesome Service, Dynamic, Honest, Human, Passionate and Recognition.

    Skills:

    • Selling skills
    • Interpersonal and communication skills
    • Extensive sales experience is essential
    • Previous call centre experience - preferably in a sales or retention environment
    • Negotiations
    • Keyboard skills
    • Administration skills
    • Influencing
    • Practical learning
    • In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

    go to method of application »

    Client Care Inbound Advisor

    Company Description

    • OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.

    Job Description

    • Dealing with client queries and complaints on all levels in a competent, efficient and professional way, in accordance with the quality standards that are in place and in accordance with the values of OUTsurance.

    Qualifications

    • Minimum Matric qualification or equivalent qualification
    • FAIS accreditation is essential (RE and Full Qualification) for applicants that have been working in the financial services industry prior to December 2010, preference will be given to applicants with their FAIS Regulatory Exams (RE1) completed. 

    Additional Information
    Required Competencies & Personal Attributes:

    • Extensive Sales and Customer service experience is essential
    • Previous call centre experience - preferably in a client centric or sales environment
    • Previous experience in the insurance industry would be advantageous
    • Responsible to up-sell existing policies 
    • An ideal candidate will be able to align their personal work values to the OUTsurance values of Awesome Service, Dynamic, Honest, Human, Passionate and Recognition.
    • Preferably a candidate with experience in short term insurance.
    • Preferably a candidate that has worked in a role where their salary was based on a commission structure.

    Attributes:

    • Client service oriented
    • Attention to detail/Quality oriented
    • Deadline and results oriented/Work standards
    • Initiative
    • Enthusiastic and passionate about the job and the company
    • Effective at planning and organisation/Work management
    • Teamwork/Collaboration
    • Judgment/Problem solving
    • Adaptability
    • Integrity
    • Tolerance for stress
    • Ambitious 
    • highly motivated
    • Driven
    • Customer Service enthusiasts
    • Work independently when required

    Skills: 

    • Selling skills
    • Interpersonal and communication skills
    • Negotiations
    • Keyboard skills
    • In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

    go to method of application »

    Poppers Advisor

    Company Description

    • OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.

    Job Description

    • The Poppers department of OUTsurance is responsible for generating leads for various Sales departments in terms of the quality and quantity criteria in place.
    • Contact existing clients to generate leads in order to increase the leads needed to adhere to quantity and quality targets provided daily. To generate the target numbers of leads per day from existing clients. Maintaining an acceptable Referral ratio in terms of the leads allocated. Maintaining an acceptable Quote ratio of leads loaded to quotes done.

    Qualifications

    • Matric qualification or equivalent qualification (SAQA Certified) 

    Additional Information
    Skills and Competencies:

    • Attention to detail/Quality orientated
    • Deadline and results oriented
    • Initiative and tenacity.
    • Enthusiastic and passionate about the job and the company
    • Effective at planning and organization/Work management
    • Teamwork/Collaboration
    • Judgment/Problem solving
    • Adaptability
    • Integrity
    • Tolerance for stress
    • Good Interpersonal and Communication skills (fluent in English)
    • Negotiation skills
    • Computer literacy (MS Office)
    • Administration skills
    • Influencing
    • Practical Learning
    • Excellent telephone etiquette

    Knowledge:

    • Principles of client service
    • The workings of a call centre
    • Product/Systems knowledge and/or potential to acquire such knowledge in a short space of time
    • At least 6 months call centre experience or exposure is advantageous

    Additional Information:

    • An ideal candidate will be able to align their personal work values to the OUTsurance values of Awesome Service, Recognition, Honesty, Profitability, People Development, Passion and Recognition
    • Enthusiastic in dealing with people in a stressful, deadline orientated environment is essential

    The successful candidates will be remunerated on a performance based salary system

    Method of Application

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