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