Insurance Sales Manager

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

Job summary

A recruitment agency in South Africa seeks a candidate to ensure client satisfaction in financial services. Responsibilities include measuring client feedback, building stakeholder relationships, and maintaining product knowledge. Candidates should have a minimum of 2 years managing an insurance sales team, 3 years relationship management in the financial sector, and 5 years of sales experience. Relevant educational qualifications in finance or business are essential.

Qualifications

• Matric / Grade 12 / National Senior Certificate is required.
• Minimum NQF Level 6 or higher in a Financial or Business-related field.
• FAIS Key Individuals – competency Cat 1.1 and Cat B1 and B2 is mandatory.

Responsibilities

• Ensure financial services meet client needs and risk profiles.
• Measure client satisfaction and improve service based on feedback.
• Build relationships with various stakeholders.

Skills

Client satisfaction measurement

Relationship management

Team leadership

Financial knowledge

Service improvement

Education

Matric / Grade 12 / 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

About Us: TLT 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 are 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.

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