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  • Posted: Jan 20, 2025
    Deadline: Not specified
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    Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africas leading and innovative financial institutions. These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms. Our origins go back to ...
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    Sales Manager: Tied Financial ADV (Western Cape)

    Job Purpose

    • The focus of this role is the sales delivery, strategic execution, people development, and regulatory compliance.

    Responsibilities

    • Leadership and Direction
    • Explain the action plan to support the sales agents in their understanding of what needs to be done and how this relates to the broader business plan and the organisation's strategy, mission and vision; motivate people to achieve business goals.
    • Performance Management
    • Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.
    • Organisational Capability Building
    • Use the organisation's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organisation in own area of expertise to enable others to improve performance and fulfill personal potential.
    • Customer Relationship Management (CRM) Data
    • Ensure that the sales agents maintain up-to-date customer relationship management data, identifying and resolving issues.
    • Organisational Risk Management
    • Ensure the organisation is not exposed to undue risks by using risk management systems to achieve specific goals within a designated area of the business.
    • 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.
    • Personal Capability Building
    • Maintain an understanding of accreditation, external regulation, and industry best practices through ongoing assessments, training and education.
    • Data Collection and Analysis
    • Collate and analyse data using pre-set tools, methods and formats. Involves working independently.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential) FAIS recognised qualification or Wealth Management Qualification (Essential); RE 5 (Advantageous); Degree/Diploma in Business Management (Advantageous)

    go to method of application »

    Sales Consultant

    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.

    Experience

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

    go to method of application »

    Sales Manager: Tied Financial ADV (Johannesburg)

    Job Purpose

    • The focus of this role is the sales delivery, strategic execution, people development, and regulatory compliance.

    Responsibilities

    • Leadership and Direction
    • Explain the action plan to support the sales agents in their understanding of what needs to be done and how this relates to the broader business plan and the organisation's strategy, mission and vision; motivate people to achieve business goals.
    • Performance Management
    • Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.
    • Organisational Capability Building
    • Use the organisation's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organisation in own area of expertise to enable others to improve performance and fulfill personal potential.
    • Customer Relationship Management (CRM) Data
    • Ensure that the sales agents maintain up-to-date customer relationship management data, identifying and resolving issues.
    • Organisational Risk Management
    • Ensure the organisation is not exposed to undue risks by using risk management systems to achieve specific goals within a designated area of the business.
    • 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.
    • Personal Capability Building
    • Maintain an understanding of accreditation, external regulation, and industry best practices through ongoing assessments, training and education.
    • Data Collection and Analysis
    • Collate and analyse data using pre-set tools, methods and formats. Involves working independently.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential) FAIS recognised qualification or Wealth Management Qualification (Essential); RE 5 (Advantageous); Degree/Diploma in Business Management (Advantageous)

    Experience

    • 3 or more years' experience in a sales and advisory environment (Essential); 2 years Long-term Insurance experience (Essential); 3 or more years' experience supervising and directing people (Advantageous)

    go to method of application »

    Sales Consultant (Short Term Insurance)

    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); Relevant 3 year Business related degree /Bcom /diploma in Business Management (Advantageous) Minimum required insurance qualifications i.e. RE, FAIS etc. (Advantageous)

    Experience

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

    go to method of application »

    Sales Manager: Tied Financial ADV (Durban)

    Job Purpose

    • The focus of this role is the sales delivery, strategic execution, people development, and regulatory compliance.

    Responsibilities

    • Leadership and Direction
    • Explain the action plan to support the sales agents in their understanding of what needs to be done and how this relates to the broader business plan and the organisation's strategy, mission and vision; motivate people to achieve business goals.
    • Performance Management
    • Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.
    • Organisational Capability Building
    • Use the organisation's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organisation in own area of expertise to enable others to improve performance and fulfill personal potential.
    • Customer Relationship Management (CRM) Data
    • Ensure that the sales agents maintain up-to-date customer relationship management data, identifying and resolving issues.
    • Organisational Risk Management
    • Ensure the organisation is not exposed to undue risks by using risk management systems to achieve specific goals within a designated area of the business.
    • 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.
    • Personal Capability Building
    • Maintain an understanding of accreditation, external regulation, and industry best practices through ongoing assessments, training and education.
    • Data Collection and Analysis
    • Collate and analyse data using pre-set tools, methods and formats. Involves working independently.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential) FAIS recognised qualification or Wealth Management Qualification (Essential); RE 5 (Advantageous); Degree/Diploma in Business Management (Advantageous)

    Experience

    • 3 or more years' experience in a sales and advisory environment (Essential); 2 years Long-term Insurance experience (Essential); 3 or more years' experience supervising and directing people (Advantageous)

    go to method of application »

    Business Partner

    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

    Method of Application

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