Jobs at Telesure Investment Holdings (TIH)

Job Purpose

• To support the business requirements for the provision of system testing services. To support Business-related and IT test activities, in terms of communications to and from the business test representatives and ensuring through the Test Manager that key test issues are managed or escalated as necessary.

Responsibilities

Quality Testing

• Perform a specified range of tests to verify that specifications are met and to reject nonconforming material or articles.
• To take responsibility for identifying potential risks, issue management and quality assurance during project life cycle. 
• Carry out a range of quality management activities under the guidance of senior colleagues.

Quality Testing Design

• Carry out a range of activities to generate evidence in support of the validation of existing and new quality assurance test methods and procedures.
• Execute test scenarios and scripts in a structured way, prioritised to reflect business or technical priorities and are approved by appropriate stakeholders. Scope is to cover test cycle contents and regression packs.

Testing IT Performance

• Perform routine website/applications software tests.
• To ensure that test scenarios and scripts are executed in a structured way, prioritised to reflect business or technical priorities and are approved by appropriate stakeholders. 
• To co-ordinate re-testing of defects and issues either through ‘at desk’ re-tests by business test representatives or via walkthroughs with third-party providers.

Data Management

• Manage test data and ensure data is available and ready for use.
• Ensure data is protected, in line with the POPI act.

Project and Program Stakeholder Engagement

• Daily execution meetings with project stakeholders to review daily status and confirm next steps / actions or JAD Sessions.

Operational Compliance

• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

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.

Education

• Matric / Grade 12/ SAQA Accredited (Essential); Relevant accredited testing certification (Advantageous); Relevant IT degree / diploma (Advantageous)

Experience

• 1 - 2 years experience in a Software Tester role (Essential); Experience in Agile and DevOps (Advantageous); Exposure to various Automation Tools (Advantageous); Financial Services experience (Advantageous).
   

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Job Purpose

• Responsible for high quality software, governance and development standards and practices throughout the software development life cycle. Mentor and coach less experienced developers. Utilise knowledge of architectural patterns and practices.  May analyse and design within an application area, working individually or coordinating development as part of a team.  When required, design software or customise software for client use with the aim of optimising operational efficiency. Develop, create, and modify general computer applications software or specialised utility programs. Analyse user needs and develop software solutions. Review design and code changes and produce relevant technical and functional documentation.

Responsibilities

Technical 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 technical and architectural standards decided upon and provide technical leadership. Provide guidance to ensure the team delivers appropriate customer service levels at all times.

Organisational Capability Building

• Provide coaching to team members to develop their skills. Assist in identifying training needs as well as skills improvement plans needed to improve and develop the team's skills.

Data Collection and Analysis

• Use data from a wide range of sources to analyse key themes and identify possible impacts on the business.

Applications Software Review

• Review, identify, and correct the most complex software defects to maintain fully functioning applications software.

Information Security

• Implement and provide input on the design of required security measures such as data leaks, message encryption, monitoring performance to notify security experts of any problems.

Quality

• Play an important part in the development of quality procedures and standards by certifying technological processes, qualifying products and supervising tests.
• Responsible for high quality software, governance and development standards and practices throughout the software development life cycle.

Application Software Development

• Design, review and when required, guide development of the most complex existing and new applications by analysing and identifying areas for modification and improvement. Develop new applications to meet customer requirements.

Improvement / Innovation

• Identify shortcomings and suggest improvements to existing processes, systems and procedures, then delivers a plan for a small element of a change management program with guidance from a project/program manager.

Testing IT Performance

• Implement monitoring and ensure quality of website/applications software tests. Monitor, diagnose, and correct performance issues.
• Responsibilities may include dealing with complex queries and investigating and resolving system/application problems.

Personal Capability Building

• Act as subject matter expert in several areas of technology. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Operational Compliance

• Identify, within the team, instances of non-compliance with the organisation's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.

Application Software Roadmap

• Contribute to and maintain road map to facilitate application software development and ensure the development work is prioritised in line with business requirements.

Customer and Peer Service

• Provide a quality service to peers and customers while identifying  opportunities to provide technical solutions and guidance.

Education

• Grade 12/ SAQA Accredited Equivalent (Essential); A recognised software development certification/degree/ diploma (Essential); Microsoft Certifications (Advantageous)  (Required)

Experience

• 7 or more years' experience using relevant programming languages or technologies (Essential); Azure experience (Advantageous).

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Job Purpose

• The Senior Manager: Cost Transformation will focus on cost transformation, which includes a comprehensive set of responsibilities aimed at driving cost optimization and enhancing financial efficiency within the organization. Contributes to the organisational strategy by developing and reporting financial insights, implementing, and managing strategic initiatives to enhance customer interaction and staff satisfaction in order to achieve company targets and objectives. In addition, the role will contribute to enhance internal customer interaction through immersion and commercial partnering with Business. Ensure that strategic planning, budgeting, forecasting and financial management within Enterprise is delivered.

Responsibilities

Financial Modeling

• Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision making. Post project implementation tracking/reporting. Raise post project flags with relevant stakeholders and assist with implementation of corrective action measures within the agreed SLA. Manage the project review process; accurate and relevant information and recommendations provided to stakeholders to enable progress evaluation and agreement of change. Act as a custodian of existing Enterprise business cases financial modelling to evaluate ability/feasibility using applicable financial management tools i.e., NPV, IRR etc. and provide recommendations to senior management Lead ad-hoc analytical/modelling work to provide insights into critical decision factors. Timely hand-over of new business reports.

Insights and Reporting

• Set and lead execution of the data and analytics reporting plan, creating strategies and templates to report data in a meaningful way. Create, present, and communicate high-impact data and analytics insights and recommendations to critical internal and external stakeholders. Provide Enterprise level FP&A insights. Assist the CFO and Head of FP&A in updating reports with the latest results and variances; forming supporting commentary; and meeting corporate deadlines. Work closely with the Finance Operations and Systems team to build and enhance current processes and tools to facilitate the right level of management reporting / KPI reporting in the group to senior leadership. Provide high quality ad-hoc analysis as required.

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. Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans.

Budgeting

• Develop and/or deliver budget plans in collaboration with the relevant stakeholders. Work with the Head of FP&A on budgeting and financial forecasting. Analyse how the organisational structure influences costs, focusing on areas such as ring-fenced teams, vacancies and span of control Provide insights and recommendations on organisational redesigns or adjustments to minimise costs while maintaining or enhancing operational efficiency Report on the financial impact of proposed changes, including a detailed cost benefit analysis.

Performance Management

• Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of team / personal objectives. Advise on corrective action measures where necessary to ensure the achievement of annual business objectives.

Leadership and Direction

• Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organisation's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.

Financial Management and Control

• Manage a significant portion of the organisation's financial management and/or control processes including strategic investment areas. Oversee the cost accounting function, ensuring accurate and timely analysis of cost data. Oversight of cost centre creation and maintenance. Directly manages the cost accountant, providing guidance and oversight on their activities and ensuring their work aligns with broader cost transformation goals. Enhance productivity metrics and works closely with Workforce management to identify opportunities for labour cost savings without compromising on quality or productivity.

Data Collection and Analysis

• Make authoritative recommendations based on expertise that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature. Monitor, analyse and report on anomaly spend categories such as travel, entertainment, staff welfare, incentives and consulting expenses. Prepare and present regular reports to the group CFO and divisional CEO on anomaly spending, offering insights and recommendations for improvement Report to CFO and Head FP&A on anomaly spending.

Policy Development & Implementation

• Develop functional or operational policies and help develop policy frameworks for area of responsibility or department. Take responsibility for creating underlying procedures and monitoring their implementation. Develop and implement policies to manage and mitigate excessive spend in these areas, ensuring alignment with the organisation’s financial policies and goals. Develop, implement, and enforce financial and operational policies related to cost management, ensuring they are well communicated and adhered to across the organisation. Facilitate training and education programs for staff at all levels to foster a culture of cost awareness and efficiency.

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 in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Information and Business Advice

• Provide authoritative specialist advice to the leadership team of a business vertical or subsidiary to guide the implementation of policy and the design and implementation of projects and change initiatives. Work collaboratively with procurement to ensure protection of cost savings as a result of renegotiations of contracts. Implement and oversee a robust process for monitoring and analysing supplier spend. Conduct regular supplier evaluations to identify cost-saving opportunities (for example rent vs buy analysis; utilisation of yards etc).

Functional Strategy Formation

• Lead the development and implementation of commercial strategy for an important area of responsibility within a function, anticipating complex issues, challenges, and opportunities, and ensuring integration with wider functional strategy. Design and implement a comprehensive cost transformation strategy to improve financial efficiency. Conduct deep-dive analysis to identify areas of excessive spending and inefficiencies, proposing actionable solutions to address these issues. Collaborate with various department heads to align cost optimisation initiatives with overall business objectives, ensuring that cost-saving measures do not impede operational effectiveness.

Education

• Post Graduate degree/diploma in Business Related Field (Essential); CIMA (Advantageous)

Experience

• 8 or more years experience as a Senior Manager (Essential); 3 or more years experience and exposure to business operations (Essential); Experience in Financial Services environment (Advantageous); 2 or more years' management experience (Advantageous)

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Job Purpose

• Support the claims handling philosophy and supply strategy, mitigate risk of vehicle spend (quantification, identification and validation of vehicle). Ensure all services are delivered against agreed service and functional standards.

Responsibilities

Operations Management

• Supervise others working within established operational systems. Conduct daily performance discussions (huddles) to monitor and review operational performance against the plan with the team in order to improve and/or achieve the required operational results. Ensure that team members execute work activities on time in accordance with the required operational and quality standards. Relate and communicate all new or revised policies, procedures and /or processes to team members to ensure they have the most up‐to‐date and current information.

Operational Compliance

• Maintain and renew a deep knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Identify, within the team, patterns of non-compliance with the organisation's policies and procedures, and with relevant regulatory codes and codes of conduct, taking appropriate action to rectify non-conformance and variances within the team as a high priority. Report, resolve and escalate issues as appropriate.

Internal and External Client Relationship Management

• Build effective working relationships within the internal and external stakeholders, delivering high-quality professional services to support in delivering business strategy and plans.

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. Support team members by sharing knowledge, information and problem-solving recommendation to achieve the required operational results.

Insights and Reporting

• Contribute to the preparation of various data and analytics reports. Identify practices for improvement and make recommendations to functional Business Manager for consideration. Collect and submit reports specific to team data as part of the Management Control System.

Work Scheduling and Allocation

• Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines. Coordinate individual team member’s work assigned/schedules and leave requests to consistently have the required capacity within a team to meet operational requirements. Identify, assign, and follow‐up on work activities of team members in accordance with operating procedures to contribute the management control system.

Performance Management

• Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organisation's performance management systems to improve personal performance. Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives. Regularly assess the need for training or performance improvement of individual team members and implement action plans to enhance overall team performance. Establish goals and objective for self and team and implement and measure accordingly to support or improve job performance (experience, ability, competence) by completing performance reviews and competency matrix.

Customer Relationship Management (CRM) Data

• Enter customer information that has been gathered through research and/or through direct customer contact into the customer relationship management system, to ensure that the organisation has quality data to enable effective customer retention and business development activities. Ensure that team members maintain up-to-date customer relationship management data, identifying and resolving issues regarding claims process.

Customer Service

• Act as first-line supervisor of a team providing operational support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.

Education

• Grade 12/ SAQA Accredited Equivalent (Essential); Relevant 3 year Business or insurance industry related degree / diploma in management (Advantageous)

Experience

• 5 or more years experience in a Assessing or estimating of motor vehicles (Essential); 2 years experience in claims and policy services environment (Advantageous). 2 or more years management experience (Essential);

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Job Purpose

• Support the claims handling philosophy and supply strategy by mitigating risk of vehicle spend (quantification, identification and validation of vehicle). All services are delivered against agreed service and functional standard.

Responsibilities

Operations Management

• Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards.
• Make fair, honest, accurate reasonable cost related decisions through the vehicle claim life cycle.
• Accurate quantification, identification and validation of vehicles.

Customer Service

• Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems.
• Consistently provide service in accordance to the pre-agreed service and functional standards.
• Provide all-round service at various locations / interaction points: drive-in centers, on the road, self-assessment (desktop assessment), digital assessments and “country trips”.

Client & Customer Management (External)

• Help manage clients by carrying out standard activities and providing support to others.
• Effectively engage with the customers and deliver service that goes beyond what is expected (more than just the claim).
• Effectively build, maintain and manage relationships with service providers and customers.

Continuous Improvement

• Contribute to reviewing existing operations in own area of work and generate new ideas to assist in identifying continuous improvements.
• Conduct workload activities in most efficient and cost-effective manner.

Personal Capability Building

• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
• Internal knowledge and skills of industry methods and process not relying on partners / industry to advise and dictate.
• Specialise in specialist vehicle knowledge and apply skills to optimise repair cost

Education

• Grade 12 / SAQA Accredited Equivalent (Essential); VDQ (Vehicle Damage Quantifier) Qualification (Essential); Mechanical Engineering / Panel beating N2/ N3 level / (Advantageous)

Experience

• 2 - 4 years’ work experience in the following (Advantageous):
• Workshop / Motor Industry experience
• Front line / client relationship experience in a panel beating environment.
• Practical panel beating, spray painting, mechanical and electrical experience
• Assessing experience at a short term insurer
• Estimating in a panel beating environment.

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Job Purpose

• Support the claims handling philosophy and supply strategy by mitigating risk of vehicle spend (quantification, identification and validation of vehicle). All services are delivered against agreed service and functional standard.

Responsibilities

Operations Management

• Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards.
• Make fair, honest, accurate reasonable cost related decisions through the vehicle claim life cycle.
• Accurate quantification, identification and validation of vehicles.

Customer Service

• Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems.
• Consistently provide service in accordance to the pre-agreed service and functional standards.
• Provide all-round service at various locations / interaction points: drive-in centers, on the road, self-assessment (desktop assessment), digital assessments and “country trips”.

Client & Customer Management (External)

• Help manage clients by carrying out standard activities and providing support to others.
• Effectively engage with the customers and deliver service that goes beyond what is expected (more than just the claim).
• Effectively build, maintain and manage relationships with service providers and customers.

Continuous Improvement

• Contribute to reviewing existing operations in own area of work and generate new ideas to assist in identifying continuous improvements.
• Conduct workload activities in most efficient and cost-effective manner.

Personal Capability Building

• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
• Internal knowledge and skills of industry methods and process not relying on partners / industry to advise and dictate.
• Specialise in specialist vehicle knowledge and apply skills to optimise repair cost

Education

• Grade 12 / SAQA Accredited Equivalent (Essential); VDQ (Vehicle Damage Quantifier) Qualification (Essential); Mechanical Engineering / Panel beating N2/ N3 level / (Advantageous)

Experience

• 2 - 4 years’ work experience in the following (Advantageous):
• Workshop / Motor Industry experience
• Front line / client relationship experience in a panel beating environment.
• Practical panel beating, spray painting, mechanical and electrical experience
• Assessing experience at a short term insurer
• Estimating in a panel beating environment.

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Job Purpose

• Provide advisory governance and monitoring services which support and deliver ongoing  compliance solutions in accordance with all applicable legislation and in line with the strategy of the statutory compliance function. Provide leadership and guidance to the compliance team and the organisation as a whole.

Responsibilities

Regulatory & Compliance Management

• Help design and implement a compliance program, liaising with the regulator to ensure the program adheres to regulatory and compliance standards.
• Assist with the development and implementation of the compliance risk management and monitoring plan.
• Plan ongoing compliance activities and output.

Regulatory Affairs

• Take responsibility for providing specific elements of the regulatory affairs service with guidance from senior colleagues.
• Implement initiatives that promote a compliance culture.
• Ensures timely regulatory reporting, managing the relationship with the Regulator with the support of senior management.

Compliance Monitoring

• Plan and manage the delivery of compliance advisory and monitoring in multiple disciplines, ensuring identification of risks and that it addresses the identified risk areas. Monitor the closeout of findings to ensure that agreed corrective actions are implemented and that risks are managed effectively; refer major issues or inadequate responses through the management line.
• Identify any compliance risks and take immediate remedial action.
• Drive and participate in compliance activities in line with the compliance risk management and monitoring plan.

Insights and Reporting

• Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
• Ensuring Group compliance with relevant legislation through ongoing analysis and reporting.
• Report on the compliance status of the Group internally to the General Manager, Executive Heads, Group Chiefs and key individuals on a monthly, quarterly and annual basis.
• Drive utilization of the various compliance systems to enhance reporting.

Information and Business Advice

• Provide specialist guidance on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
• Provide compliance advice and solutions to business and compliance monitoring officers proactively and on request.
• Involvement in various organisational projects such as new product development, new business partnerships, new compliance developments and business forums.

Compliance Management System

• Contribute to the identification and evaluation of current policies and business processes that are in the scope of the Compliance Management System; contribute to the design of the CMS; provide specialist compliance management input to the drafting of new policies and procedures, and design of business processes; contribute to the quantification of the costs and business benefits of change.
• Manage and maintain an effective compliance system.
• Drive delivery of compliance automation.

Stakeholder Engagement

• Contribute to stakeholder engagement through identifying stakeholders, finding out their needs/issues/concern and reacting to these by arranging meetings and events and drafting supporting materials to promote understanding and commitment.
• Build relationships with various internal and external stakeholders.
• Keep all stakeholders informed of regulatory requirements, changes and deadlines.

Policy Development & Implementation

• Help develop policies and procedures for an area of the organization or the group as a whole, and monitor their implementation.
• Drive an awareness of these policies and procedures and ensure training is undertaken throughout the organisation on an ongoing basis.

Contract Requirements

• Ensure contracts meet all compliance requirements and where required, notifications have been actioned.
• Identify trends, summarize findings, and give feedback on existing contract requirements, and provide input to ensure compliance  in contract processes.

Leadership and Direction

• Communicate the local action plan; explain how this relates to the function's strategy and action plan and the broader organization's mission and vision; motivate people to achieve local business goals.

Improvement / Innovation

• Identify shortcomings and suggest improvements to existing processes, systems and procedures, then delivers a plan for a small element of a change management program with guidance from a project/program manager.

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation including new compliance developments, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Education

• Grade 12/ SAQA Accredited Equivalent (Essential); BProc/LLB Degree or other equivalent degree (Essential); Registration as Compliance Officer with the FSCA (Essential); Registration with the Compliance Institute (Advantageous); Diploma in Compliance Management (Advantageous); Admitted Advocate/Attorney (Advantageous)  (Required)

Experience

• 5 or more years’ relevant experience in the Insurance and
• Financial Industry (Essential); Knowledge of monitoring and compliance processes (Essential). 1 - 3 years experience in supervising and directing  people and other resources to achieve specific end results within limited time-frames  (Essential)

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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

• 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/ FAIS and Regulatory Exam 5 qualification (Essential)

Experience

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

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

• 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).