Insurance Sales Manager

Tlt Appointing; Durban North; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A recruitment firm in Durban North is seeking a professional to ensure that financial services meet client needs and to manage relationships with various stakeholders. The role requires a minimum of 2 years managing an insurance sales team, strong interpersonal skills, and relevant qualifications in finance. This position encourages operational excellence and innovative ideas in client service.

Qualifications

• Minimum 2 years managing an insurance sales team.
• 3 years relationship management experience in the financial/insurance sector.
• 5 years sales experience in a pressurised sales environment.

Responsibilities

• Ensure financial services are appropriate to client needs.
• Gather feedback from clients to improve services.
• Build collaboration with internal stakeholders.

Skills

Client satisfaction measurement

Stakeholder relationship building

Operational excellence

Innovation encouragement

Education

National Senior Certificate

NQF Level 6 or Higher in a Financial or Business-related field

FAIS Key Individuals – competency Cat 1.1 and Cat B1 and B2

RE1 Regulatory Exam Certificate

Class of Business Long Term Insurance

Class of Business Short Term Personal Lines

Job description

Company Description

T LT Appointing provides recruitment serves via a team of specialist recruitment consultants in the following areas Finance, HR, IT & Telecommunications, Financial Services, Engineering, FMCG & Retail, Consulting & Professional Services, Public Sector, Executive Search

Job Description

Ensure that financial services provided is appropriate to identified client needs and risk profile.

• Measure client satisfaction.
• Improve service, gathering feedback from clients and other stakeholders and taking corrective based on feedback received.
• Build collaboration with internal stakeholders.
• Build relationships with all relevant stakeholders, including product providers both internal and external.
• Ensure that product knowledge for self and planners is current.
• Ensure transformational target are met.
• Contribute to a culture of transformation by participating in the organisations culture building initiatives, and business strategy.
• Participate in the development and implement action plans to address issues raised in culture surveys to improve results.
• Create a client service culture.
• Achieve operational excellence.
• Encourage team to generate innovative ideas and share knowledge.

Qualifications

Minimum Requirements Minimum Education Qualification

• Matric / Grade 12 / National Senior Certificate
• NQF Level 6 or Higher in a Financial or Business-related field essential
• FAIS Key Individuals – competency Cat 1.1 and Cat B1 and B2 is mandatory
• RE1 Regulatory Exam Certificate
• Class of Business Long Term Insurance
• Class of Business Short Term Personal Lines
• Letter Confirmation by FSP & KI of KI's ability, capacity and required decision making powers

Minimum Experience

• Minimum 2 years managing an insurance sales team, preferably in financial services, with exposure to the range of experience identified above.
• 3 years Relationship management experience in the financial / insurance sector
• 5 years Sales experience with a proven track record in a pressurised sales environment
• 5 years Sales experience in a Home Loans environment / Estate Agent / Bond Originator would be an advantage