Insurance Manager

3 weeks ago


Cape Town, South Africa Job Crystal Full time

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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