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Financial Services Representative

3 weeks ago

Durban, KwaZulu-Natal, South Africa Sanlam Full time

MiWay is a leading direct financial services company dedicated to delivering exceptional service, convenience, and value to its clients. Our vision is to become a world-class direct financial services business offering a comprehensive range of services under one umbrella – all managed online.

Company Overview
  • We are a direct financial services company.
  • We prioritize service excellence, convenience, and delivering superior value products to our clients.
  • We aim to become a world-class direct financial services business.
  • We strive to achieve a comprehensive range of services under one umbrella – all managed online.
Job Role

This role involves representing and selling our company's goods and/or services by visiting companies and obtaining orders. You will promote sales by introducing products using presentation/display techniques, keeping your immediate superior informed of competitor actions and customer status, and achieving pre-set sales targets. In-depth knowledge of specialty products and their application will be essential.

Required Qualifications and Experience
  • NQF4/Matric/Standard 10 qualification is required.
  • FAIS credits or Full Insurance Qualifications (dependent on DOFA) are necessary.
  • Financial Services Board Regulatory Exams (RE5) must be completed.
  • NQF 5 & NQF 6 qualifications are advantageous.
  • A valid code B driver's license is mandatory.
  • Must have your own motor vehicle.
Minimum Requirements
  • A minimum of 3 years' experience in the commercial insurance industry is required.
  • A minimum of 3 years' experience in face-to-face business is necessary.
Key Competencies
  • High proficiency in dealing with internal and external stakeholders.
  • Excellent administrative skills.
  • Ability to plan and manage time efficiently.
  • Results-oriented individual.
  • Excellent leadership skills.
  • Self-disciplined and able to work under pressure.
  • Self-motivated and desire to excel.
  • Analytical and organized individual.
  • Problem-solving skills and solution-oriented approach.
  • Flexibility and ability to multi-task and attention to detail.
  • Professional and organized individual.
  • Excellent Excel and PowerPoint skills.
Key Deliverables
  • To deliver on business strategies and key deliverables.
  • Recruitment of own team members.
  • To ensure that the team adheres to compliance regulations.
  • To coach and mentor all team members to ensure high-quality standards.
  • To analyze performance data and present findings to senior management.
  • Ensure team enablement to perform at optimal level.
  • Assist your team to build their own insurance portfolios.
  • Communicate effectively with your team, management, and internal stakeholders.
  • Provide ongoing system and product support.

MiWay is committed to cultivating a positive and dynamic working environment that empowers employees to succeed. We strive to achieve a multicultural workplace with employment equity as a key goal, creating an inclusive workforce reflective of our society's demographics.