Key Individual

4 days ago

Pretoria, South Africa Accredinet Financial Solutions Full time

**Responsibilities**

**Management and oversight of Financial Service**:

- Ensure fit and proper requirements (advisors)
- Training, knowledge and skill of the representatives
- Monitoring the activities
- Oversight of advice
- Signing and overseeing the contract process (new advisors and product providers)
- Signing of new agreements with product providers
- Handling of all complaints (FSCA/Ombud/OSTI)

**Management and oversight of FAIS compliance**:

- Create, implement and maintain an effective new business compliance programme with detailed processes guiding the sales force;
- Oversee the efficiency and quality of compliance programmes & implement enhancements where and when required to ensure successful compliance management;
- Develop thorough internal client risk controls and continuously monitor adherence to compliance requirements;
- Engage with stakeholders & compliance officers to develop risk management plans;
- Maintain compliance registers and relay any FAIS incumbent changes or staff changes to the compliance officer to maintain updated records;
- Maintain records of all relevant documents as required by FAIS legislation.
- Manage and implement training.

**General duties**
- Acquire and integrate industry knowledge related to general trends, emerging technologies and competitors;
- Lead and manage the entire business;
- Actively identify and develop new business opportunities;
- Manage internal and external stakeholders to ensure and take accountability that required new business targets are achieved;
- Create and drive revenue growth to meet and exceed all targets;
- Develop long-term relationships with all stakeholders, brokers, employers and product providers through establishing business-orientated relationships;
- Actively explore opportunities;
- Act as liaison between client/advisors and insurance providers.
- Conduct quarterly capacity planning;
- Attract and retain appropriate advisors;
- Identify development needs in direct reports;
- Ensure fairness and consistency in people management.
- Ensure targets are achieved across all products categories;
- Canvassing of brokers and potential customers in order to promote organisational portfolio;
- Formulate strategic plan for new business sales and identify, develop and convert cross-selling opportunities;
- Oversee clients’ needs analysis and make oversee appropriate recommendations based on clients’ profiles;
- Create brand awareness in order to positions brokerage as key market player;
- Recruit and train accredited, successful advisors;
- Identify key stakeholders within groups and manage relationships thus ensuring new and repeat business;
- Provide advice and assistance to team/advisors;
- Manage the productivity of the advisors as well as office staff;

**Job Types**: Full-time, Permanent

**Salary**: R50,000.00 - R60,000.00 per month

Ability to commute/relocate:

- Pretoria, Gauteng: Reliably commute or planning to relocate before starting work (preferred)

**Education**:

- Diploma (required)

**Experience**:

- KI: 3 years (required)

**Language**:

- Afrikaans (required)

License/Certification:

- RE 1 RE5 All Classes of business (required)

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