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  • Posted: Dec 6, 2017
    Deadline: Dec 30, 2017
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    Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. “Africa is our home, we drive her growth” Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value. This sets the prim...
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    Account Executive, Personal Products

    Job description

    Requirements

    • To source and secure new high net worth individual Personal Insurance customers.
    • The role will require a face to face interaction with high net worth customer market which requires professional conduct at all times.
    • Providing a comprehensive array of customised Insurance solutions tailored to meet these customer’s needs.
    • Offer continuous, close, professional and personal attention service to newly acquired and existing customers by assisting and administering the customer’s policy.
    • Ensure all short-term insurance needs in terms of assisting with claims, cover required and annual renewal of the policy is provided to the customer on a personal, professional and efficient manner.
    • Ensure an excellent customer experience at all times and ensure the six Treating Customer Fairly outcomes dictates behaviour, engagement action and advice given to customer.
    • The position will require frequent travelling to meet with existing and potential clients and be able to works independently in the absence of supervision / assistance.
    • When required, visits, delivers (and/or collects) documents and relevant information from VIP customers’ homes or offices at the convenience of the customer

    Requirements

    • Minimum Qualification – Grade 12/Matric Certificate
    • Full Insurance / Commerce related qualification recognised by the FSB (Certificate in Short Term Insurance)
    • Relevant business related tertiary qualification e.g. BA Degree/qualification is an advantage
    • Postgraduate or professional qualification in risk and relevant experience an advantage

    Be prepared to write KI examination should this be required

    • Must have passed FAIS exams min 60 credits – qualification and experience as determined by “Fit and Proper Requirements” of the FAIS legislation. (Not Negotiable)
    • Previous face to face portfolio Insurance relationship management experience (5 years in total) as an Account Executive managing a portfolio in the personal short term insurance environment
    • A minimum of 5 years previous working experience in Short term insurance. Preferable in a sales, servicing, personal portfolio management position. Practical exposure to banking principles and to establish credible relationships.
    • A sound knowledge and understanding of Insurance principles and practices, including an understanding of personal private banking and private clients banking space, processes and requirements.
    • A good working knowledge of Financial Advisory and Intermediary Services Act (FAIS) and Financial Intelligence Centre Act (FICA).
    • A sound knowledge of short-term insurance face to face sales principles and practices to manage an optimise portfolio retention and growth.
    • Good knowledge to analyse other underwriters offering, policy terms and conditions and to compare cover to the SIL offering and individual product offering and information.
    • Identify gaps in existing policy terms and conditions and be able to close these gaps with the correct products and cover.

    Method of Application

    Interested and qualified? Go to Standard Bank Group on careers.peopleclick.eu.com to apply

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