Manager, Accounts (Tzaneen)

Standard Bank Of South Africa Limited; Johannesburg; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A leading financial institution in Johannesburg seeks a qualified candidate to promote sales in liaison with brokers, manage client requests, and provide packaged solutions. Candidates should have a minimum of 5 years in commercial short-term insurance, strong knowledge of FAIS and FICA legislation, and excellent communication skills. This role offers an opportunity to leverage sales expertise in a dynamic environment.

Qualifications

• 3-4 years experience in Wealth Management.
• 5 years experience in commercial short-term insurance.
• Sound knowledge of commercial insurance practices.

Responsibilities

• Promotes sales in liaison with brokers and financial institution's leads.
• Provides packaged solutions based on client needs.
• Actively promotes company products.

Skills

Sales skills

Negotiation skills

Excellent verbal communication

Excellent written communication

Education

FAIS Accredited Qualification (Degree Preferred)

Regulatory Exam Certificate (RE5)

Job description

Overview

Business Segment : Insurance & Asset Management Location : ZA, undefined, Johannesburg, 16 Morgan Street Promotes sales in liaison with brokers and financial institution's leads and services brokers.

Responsibilities

• Promotes sales in liaison with brokers and financial institution's leads and services brokers.
• Receives requests for quotations from clients or Stakeholders and provides a packaged solution based on client needs.
• Actively promotes company products.

Qualifications

• Type of Qualification : FAIS Representative Minimum NQF5 FAIS Accredited Qualification (Degree Preferred) Regulatory Exam Certificate (RE5) Registered FSP Representative (Category 1.6).
• Must be fully FAIS Compliant Fit and Proper as determined by FAIS legislation (Honesty, Integrity and Financial Solvency) Experience Required Wealth Management - 3-4 years - Commercial Insurance Experience as determined by FAIS legislation.
• A minimum of 5 years previous working inexperience commercial short-term insurance either as a Broker or Insurer.
• Bancassurance experience advantageous.
• Sound knowledge of commercial insurance practices, procedure's and products.
• A good working knowledge of FAIS and FICA legislation.
• Sales and negotiation skills.
• Excellent verbal and written communication skills.
• A minimum of 5 years previous working experience in Short term insurance is preferable to gain practical exposure to banking principles and to establish credible relationships.