Insurance Manager
2 weeks ago
Job Title: Insurance Manager / Key Individual
**Salary**: Market Related
Area: Cape Town, WC
An established FSP located in Cape Town CBD currently looking for a responsible, experienced, and
innovative Key Individual. This exciting position will double as an Insurance Sales Manager to
oversee the sales division, as well as assist in the insurance and financial advisory industry, assist
compliance, regulation, and professional conduct of the business.
This role would suit an individual with proven financial background in the Insurance environment.
Additionally, a qualification in Wealth or Financial Management would be highly beneficial.
DUTIES & RESPONSIBILITIES, NOT LIMITED TO:
Daily monitoring of team tasks
Managing and driving sales targets
Performance management of team members
General HR administration
Facilitate clear communication between Sales and all other Business Units
Extract various reports, e.g. lead management, dialler performance, real time analysis reports,
performance reports etc.
Statutory obligations of the FSP
Rendering of financial services of the FSP and persons authorized to act on its behalf
Business processes and operational ability. Drive business goals, company vision, mission, and
values
Oversight of the rendering of financial services
Ensure compliance by all authorized persons with the General Code of Conduct
Business processes and operational ability (Risk Management)
Assessment of client risk profile and ensuring clients are covered under the circumstances
Evaluating all existing credit life cover obtained by client before joining the company’s
services
**REQUIREMENTS**:
Experience in the Debt Review industry would be advantageous
Advanced Microsoft Excel skills
FAIS qualified
Experience in call compliance and quality control in a sales environment
Experience in training, development, and coaching of employees
The ability to formulate, implement, and drive innovative sales strategies
**Salary**: R50,000.00 - R80,000.00 per month
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