Jobs at AVBOB South Africa

RESPONSIBILITIES INCLUDE:

• Recruit high quality representatives timeously and accurately
• Ensure that appointed representatives are adequately trained
• Manage a team of insurance representatives optimally
• Ensure that the set insurance sales targets are reached
• Ensure and monitor compliance with respect to FAIS/FICA/LTIA and all other relevant legislation
• Risk management
• Develop and expand markets

Requirements

QUALIFICATIONS REQUIRED FOR THE POSITION:

• Grade 12
• A suitable industry entry qualification within the requirements of the FSCA

Comply with FAIS legislation for registration as Fit and Proper individuals:

Applicants who entered the industry as follows:

• From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009.
• From years 2008 - 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
• All those appointed in the industry from the year 2010 onwards require a full FAIS recognised qualification
• Clear ITC record
• Clear criminal record
• RE5 certificate
• RE1 will be an advantage
• Driver’s license, own reliable transport and cell phone

EXPERIENCE REQUIRED FOR THE POSITION:

• Proven success in the Marketing of Life Assurance for at least three years

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About the Role:

• As a Liaison Officer for Senior Citizens, your primary mission will be to promote AVBOB’s funeral insurance and funeral services by engaging with retirement establishments, churches, community centers, hospitals, and other institutions catering to the elderly.
• This is a high-impact role focused on community engagement, relationship building, and business development.
• You will be working for a well-established company that is over 100 years old with strong values. An organization that values employee development and rewards excellent performance.

Key Responsibilities:

• Plan, coordinate, and host events at retirement homes and senior clubs
• Present AVBOB products and services to potential clients
• Build strong networks with stakeholders, from church leaders to retirement home managers
• Assist with funeral planning queries and offer professional advice (FAIS compliant)
• Follow up on leads and support funeral agents with business development
• Manage client service, queries, and administration, including premium collection

Requirements

Minimum Requirements:

• Matric (Grade 12)
• Relevant marketing qualification
• At least 3 years' experience in community engagement, sales, or funeral/insurance services
• Familiarity with retirement villages, old-age homes, and senior-focused institutions

Skills & Attributes:

• Strong interpersonal and networking skills
• Confident public speaker and presenter
• Excellent organisational and event-planning skills
• Sound administrative abilities
• Empathetic and able to engage effectively with senior citizens

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Description

• We are looking for a proactive, analytical, and detail oriented Key Account Support Specialist to support our national and provincial strategic accounts within our Insurance and Funeral Services business.
• You will be central to supporting the Manager: Business Development, ensuring the seamless coordination, execution, and monitoring of customer account strategies, and contributing meaningfully to long-term client relationships and business growth.
• You will be working for a well-established company with strong values.
• In exchange for your services, you will receive a competitive compensation package.
• You will be joining an organisation that values employee development and rewards excellent performance.

YOUR RESPONSIBILTIES WILL INCLUDE:

• Assisting in the development, implementation, and review of strategic customer account plans.
• Supporting the national key account management team in delivering exceptional client service.
• Monitoring source penetration and account performance metrics.
• Managing the operational and administrative flow within the department.
• Driving effective internal collaboration and ensuring smooth service delivery for AVBOB’s key accounts.
• Assisting in planning, executing, and reviewing strategic customer account plans in alignment with overall business development strategies.
• Providing analytical insights into customer needs and expectations.
• Tracking sales growth, account penetration, and report on market share gains.
• Developing and maintain strong professional relationships with national and provincial account stakeholders.
• Supporting the implementation of a structured Customer Relationship Management (CRM) plan to drive customer engagement and satisfaction.
• Resolve account-related queries and serve as a communication link between Key Account Managers and internal teams.
• Collaborating on the planning and execution of marketing events in conjunction with Key Account Managers.
• Ensuring availability of promotional materials, coordinate logistics for “Gig rigs” and information buses.
• Conducting post-event reviews to measure effectiveness and ROI.
• Monitor budgets, expenses, and resources for strategic accounts and report outcomes to the Manager.
• Ensure compliance with AVBOB’s governance framework and internal policies.
• Compile and analyze business reports for management review, including monthly performance reports and EXCO inputs.
• Track premium flows, client retention efforts, and campaign effectiveness across key accounts.
• Support operational planning with actionable data driven recommendations.
• Coordinate internal stakeholder communication to ensure consistent and seamless client service delivery.
• Support ad-hoc initiatives, special projects, and provide hands-on operational assistance where needed.
• Represent the Manager: Business Development when required, providing feedback and reporting to stakeholders.

Requirements

• 3 year tertiary qualification in Marketing & Sales, Business Management, or a related field.
• Minimum of 3 years' experience in business development, project management, or key account management.
• Experience in financial services will be a distinct advantage.
• Proficiency in MS Office Suite (Excel, PowerPoint, Word) at an advanced level.
• Familiarity with CRM software, project management tools, and emerging AI technologies.
• Strong client relationship and stakeholder management experience.
• Excellent communication, negotiation, and presentation skills.
• Exceptional time management, problem-solving, and organizational abilities.
• Ability to analyze complex data and translate it into actionable strategies.
• Self-motivated and able to work independently while managing multiple priorities.
• Willingness and ability to travel nationally as required.