82 Insurance jobs in Johannesburg on Job Mail

1. Identify and maintain worksites

• Stakeholder management and engagement both internally and externally.
• Business development and unearthing of new sales and business opportunities.
• Identify and facilitate up and cross-selling opportunities within the Group.
• Undertake appropriate planning for new and existing worksites.
• Co-ordinate and direct sales and market initiatives.
• Conduct market research and provide guidance in terms of current and future business opportunities.
• Ensure adherence to legislative requirements, and worksite processes, procedures and policies.
• Implement agreed initiatives to achieve production targets and deliverables.
• Acquisition of new worksites - guided by defined client profile and strategy.
• Manage and monitor activities at worksites.
• Implement retention initiatives at worksites.
• Quality and relationship management at worksites.
• Develop and implement sales strategy for each worksite.
• Implementation of retention strategies and service models.
• Resource allocation and management.
• Successful implementation of Key Account Management strategy.
• Full compliance to legislative requirements

• 3-5 years' experience in the Insurance Sector or Financial Services Industry, preferably within the worksite marketing environment.
• Market and business development experience
• 1 -2 years Sales management experience
• 2 years Internal and External Client Networking
• 2 years Key Account Management and Marketing experience.
• 2 years Stakeholder management
• RE 5
• Matric
• 3-year tertiary qualification (Business/Commercial/Management/Marketing)

To provide specialist advice and support in the development and implementation of
product development, planning and associated service delivery processes, methods
and techniques; enabling the provision of sound product development expertise.
The incumbent is responsible for developing and implementing solutions and
products that meet in-country requirements including providing support in terms of
marketing, training, systems and legal deliverables

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Mathematical
Sciences

3-5 years' experience in Life Assurance in a product development environment
of which at least 2 years a junior specialist level
• Experience in pricing retail products across multiple distribution channels.
• In-Country travel will be required.
• Nearly qualified Actuary - minimum 10 exams

Technical Competencies
• Reporting and Interpretation (Intermediate)
• Customer Advice (Technical) (Intermediate)
• Insurance principles and practice (Proficient)
• Modelling (Intermediate)
• Product and/or Service Knowledge (Intermediate)
• Product Development (Proficient)
• Research and Information Gathering (Proficient)

To provide advice and enable the design, creation, development, documentation and testing of programs.

Minimum Requirements:

• Degree in IT related field
• A pprox10 years Development in Oracle environments performing Oracle development
• Compass Development experience essential
• PL/SQL, Oracle developer suite, Micro Focus Cobol, SSIS, SSRS, Unix shell scripting, DBA and Unix support
• Knowledge of LISP Legislation and product features advantageous
• Project methodologies like Agile or Waterfall etc

Requirements: (BEE position)

• Minimum of 2 years' experience, in Life
  Insurance.
• Experience with SAM, EV, ORSA, reserving,
  solvency valuations and pricing would be an
  advantage.
• Experience in Prophet coding.
• Strong actuarial technical skills.
• Good communication skills.
• Strong work ethic and highly motivated.
• Ability to work to a deadline and give regular
  feedback on progress.
• Attention to detail.
• Willingness to travel to non South African
  based clients from time to time.

Responsibilities:

• Statutory valuations, Embedded Value
  reporting.
• Product pricing & design.
• ORSAs.
• Drafting reports.
• Supporting the manager/consulting actuary.
• Adhere to quality control procedures.
• Assisting with tenders.
• Performing market studies & research.
• Analysis of surplus.
• Performing experience investigations.

Head: Property Management

Leading listed financial services group, with a solid commercial and industrial portfolio, are looking to appoint an experienced Head of Property Management to their team.

Develop tactical strategy and delivery plans, formulate associated practices and ensure operational implementation and adaption ito portfolio management methodology, governance, and delivery objectives.

Bachelor’s degree / QS or similar with 5 – 8 years’ experience in a similar environment of which 3 -4 years must have been at management level.

Stable concern, with a sound employee value proposition and career succession plans.

JOB PURPOSE:

Achieve sales through effective contact management and maintain high quality standards to ensure long-term relationships with customers, driven through the comprehensive needs based assessment and advice.

RESPONSIBILITIES:

Customer Needs Clarification:

• Set clear objectives for each sales call; tailor standard materials to make presentations to decision makers; and ask relevant questions to gather information, to evaluate the customer's level of interest,
• identify and respond to areas requiring further information or explanation. Understand the customers’ unique profile, identify a relevant course of action based on customer needs and undertake an appropriate course of action to ensure customer satisfaction, delivered through financial needs analysis

Sell Customer Propositions:

• Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
• Options include sale of investment products such as lump sum/recurring. Understand and deliver the required individual targets such as, achieving talk time targets, sales targets and other targets.

Performance Management:

• Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance.
• Achieve talk time targets, effectiveness targets and sales targets.

Customer Relationships Development:

• Make calls to allocated customers to develop new relationships. Act as a first point of contact for customer. Manage contacts, connect with the client, develop rapport and form relationships to ensure positive customer experiences at all times.

Sales Opportunities Creation:

• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Operational Compliance:

• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
• Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure

Personal Capability Building:

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential.
• Maintain an understanding of products, relevant technology, external regulation, and industry best practices through ongoing education

TECHNICAL COMPETENCIES:

Direct Sales

• Provide technical guidance when required to maximize the volume and value of direct sales.
• Computer skills:
• Support business processes by understanding and effectively using standard office equipment and standard software packages.
• Proficient in MS Office

Product Knowledge

Apply concepts of knowledge / skill and provide technical guidance when required.

Verbal Communication

Use clear and effective verbal communications skills and provide technical guidance when required to express ideas, request actions and formulate plans or policies.

Action Planning and work scheduling

Develop appropriate plans or perform necessary actions based on recommendations, requirements and achieve performance targets by optimizing work scheduling.

Writing skills

Use clear and effective writing skills to express ideas, request actions and formulate plans or policies.

Customer and Market Analysis

Conduct research and analyze data in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.

EDUCATION:

General Education

Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits

(NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous); A relevant Finance related degree / diploma (Advantageous)

EXPERIENCE:

2 or more years Life Insurance experience (Essential); 2 year or more years Call

Centre experience (Advantageous)

Customer Relationships Development:

• Make calls by telephone to allocated customers to develop new relationships or either as a first point of contact.

Customer Needs Clarification:

• Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
• Sell Customer Propositions
• Identify the products or services that best meet the customer's needs, use personal expertise to propose quantities within standard operating systems, policies and procedures. Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.

Operational Compliance:

• Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Customer Relationship Management (CRM) Data
• Schedule callback and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.

Performance Management:

• Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance to meet SLA.

Personal Capability Building:

• Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.

Sales Opportunities Creation:

• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

TECHNICAL COMPETENCIES:

Direct Sales

• Works with guidance (but not constant supervision) to maximize the volume and value of direct sales.

Verbal and written Communication

• Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies

Computer skills:

• Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
• Outlook - Basic; AS 400 - Intermediate; Apollo- Intermediate; IEX- Basic.

Action Planning and work scheduling

• Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations, requirements and achieve performance targets by optimizing work scheduling.

Writing skills:

• Uses clear and effective writing skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.

EDUCATION:

• Matric / Grade 12 or SAQA Accredited Equivalent (essential) Regulatory Exam 5 (advantageous)

EXPERIENCE:

• 1 year telephonic sales experience (essential)

Main Purpose:

The role is accountable for establishing, maintaining, evolving and implementing strategic retirements and group insurance consulting, including best advice frameworks. This role is instrumental in enabling the retirements consulting teams to deliver best advice that improves client outcomes.

Division/Department:

Investments, Product and Enablement: Financial Well-being Strategy & Applied Research, Consulting Strategy & Academy.

Formal Qualifications:

Relevant graduate degree and post graduate qualifications, with preference to Actuarial Science, Economics and Finance. Preference may be given to: Actuarial Fellow, Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) qualifications.

FAIS requirement: Representative in an advice-giving capacity

Required Experience:

10 years in financial services and the requisite consulting and advisory experience in employee benefits.

Experience in:

• Retirement fund and group insurance consulting
• Developing and implementing technical consulting frameworks
• Successful execution of strategic objectives

Reporting structure:

Reports to Head: Corporate Consulting Strategy.

Level Summary:

• Position is at senior technical specialist level, also operating at an executive level, to ensure the relevant gravitas and influence.

• Position requires a degree and at least 10 years’ experience in financial services and the requisite consulting and advisory experience in retirements and group insurance
• Relevant graduate degree and post graduate qualification
• Relevant professional designation, e.g. CFP, CFA, FIA, FASSA is required

Scope:

• Establishing, maintaining, evolving and implementing strategic retirements and group insurance consulting, including best advice frameworks
• Creating awareness of AF’s retirements and group insurance consulting best advice views with internal and external stakeholders
• Supporting the retirements consulting teams to deliver best advice that improve client outcomes
• Continuous learning and keeping abreast of corporate and employee benefit matters
• Effective working relationships with key internal and external stakeholders

Decision Making:

• Make appropriate and timely decisions
• Resolve conflict within own team and key stakeholders
• Level of authority to make decisions within agreed process and authorities matrix

Problem Solving and Communication:

• Solve complex business problems and technical consulting challenges
• Analyse information and select best solution from a range of alternative solutions
• Utilise credible research, data analytics and insights to inform best practice views
• Ability to write and present coherently
• Contribute and write for research and client publications as well as articles for the media

Accountability:

• Strategic and operational decisions regarding delivery of strategic retirements and group insurance consulting and best advice frameworks
• Components of the overall Group Strategic initiatives – e.g. supporting an advice-led approach in providing financial well-being to clients
• Implementation of strategic retirements and group insurance consulting and best advice

• Get sign-off from Head of the relevant business unit on achievement of strategic goals and objectives

Responsibility:

• Provide technical advice in the development of products, service and tools in conjunction with the consulting areas
• Provide strategic input into consulting teams, in-line with industry developments
• Develop and implement the retirements and group insurance consulting advice framework, including effective deployment and embedding of the framework in the consulting distribution network
• Formulate and enable implementation of retirements and group insurance consulting best advice framework with consultants and ensure alignment with the individual consulting advice frameworks where relevant

Leadership:

• Develop and support colleagues in the team to achieve strategic objectives
• Develop and maintain desired organisational culture
• Effectively delegate to the team
• Have a working knowledge of core functions of the business
• Model required leadership behaviour and values
• Lead, guide and support colleagues within the division
• Promote high performance culture

Key performance areas:

1. Develop, maintain, evolve and implement strategic retirements and group insurance consulting, including best advice frameworks
2. Provide input into industry bodies and support and build-on AF’s media and industry presence
3. Business ownership of consulting tools
4. Leadership, management and TCF

1. Develop, maintain, evolve and implement strategic retirements and group insurance consulting, including best advice frameworks:

• Ensure retirements and group insurance consulting strategy is aligned to the AF value proposition and provide input into consulting value propositions
• Develop best advice views
• Ensure retirements and group insurance consulting strategy is aligned to the AF value proposition and provide input into consulting value propositions
• Develop best advice views
• Present at internal forums to create awareness of AF’s best advice
• Ensure alignment of retirements and group insurance consulting best practice to researched thought leadership, legal and regulatory requirements as well as industry best practice
• Ensure that retirements and group insurance consulting strategy and best advice views are credible, implementable, and aligned to deliver a consistent client experience incorporating high quality advice, which improves client outcomes
• Maintain and evolve the template agenda for retirements clients and inform implementation thereof with consultants
• Ensure feedback from key stakeholders are considered and inform the best advice views where appropriate
• Clearly defined advisory frameworks and templates and inform implementation thereof with consultants
• Develop and/or source material for consultants on topical retirements and group insurance consulting matters
• Ensure AF’s retirements and group insurance consulting strategy and best advice views align with TCF

2. Provide input into industry bodies and support and build-on AF’s media and industry presence:

• Writing responses to or providing guidance on submissions to industry bodies and the regulator relating to changing policies or legislation affecting retirements and group insurance matters
• Formulating views on how advice to clients, and possibly solutions, needs to evolve based on changing policies or legislation
• Writing articles and client notes
• Reviewing articles and client notes for technical accuracy
• Participate in radio and TV interviews
• Present at client and industry events
• Write content and produce presentation slides for client events
• Present to clients, on specific matters, where required

3. Business ownership of consulting tools:

• Take business ownership of consulting tools which contain advisory elements and collaborate with the product owners of the consulting tools as and when changes are required and at least annually for a review
• Inform the development and enhancement of consulting tools
• Ensure consulting tools are aligned with and incorporate best practice and are updated for legislative or regulatory changes

4. Leadership, management and TCF:

• Develop and support young talent in the team
• Lead, guide and support colleagues
• Participate in relevant AF committees
• Develop performance contract(s)
• Conduct performance appraisals
• Provide input into succession plans and the management of talent within the team
• Knowledge transfer to team members

Technical and behavioral competencies:

Technical:

• Expert technical knowledge of retirements and group insurance, as well as wider financial industry related matters
• Experience in delivery of solutions to clients to promote group-wide products and services to support strategic group initiatives
• Understanding of corporate client and members’ needs
• Business acumen
• Understanding of retirements, group insurance, financial planning, employee benefit and investment solutions and strategies for clients
• Strong understanding of legislation and regulation affecting retirement funds and group insurance arrangements, as well as the group
• Advanced relationship building & networking skills at all levels
• Project management skills as many strategic initiatives are expected to be delivered over a long time period, requiring monitoring of adherence to agreed plans and timelines
• Excellent oral & written communication skills
• Strategic innovative thinking and delivery
• Experience in successful execution of strategic objectives

Behavioral (Interpersonal and Intrapersonal):

• Leadership skills, with high ethics and a pursuit for excellence
• Assertive
• Advanced relationship building & networking skills
• Ability to manage expectations and influence key stakeholders
• Self-awareness
• Resilient - ability to deal with the pressure of deadlines and setbacks, and adapt accordingly
• Ability to multi-task, prioritize and delegate where appropriate
• Ability to anticipate and manage change

Cognitive Competencies:

• Analytical Thinking
• Problem Solving
• Strategic innovative thinking and delivery

Education Requirement:

Relevant post graduate degree with preference to Actuarial Science, Economics and Finance or (CFP)

FAIS requirement:

Representative in advice giving capacity

Experience Requirements:

10 years in Financial Services and the requisite consulting and advisory experience in individual advice. With

• Financial planning and advisory
• Developing and implementing technical advisory frameworks
• Successful execution of strategic objectives
• Quantitative analysis

Direct reports - Ethical Hacker and Cyber Security Analyst Team.

Indirect reports -Group Risk

At the client, the incumbent will be responsible for Group Cyber Security Operations, Threat Management, and Cyber Incident Response.

Accountable for Vendor Management with various Cyber Security partners

Accountable for daily management of security operations (incidents, policy breaches, training etc) and accountability for escalation to Group business continuity and Technology Chief Information Security Officer for all Cyber incidents

Training across the group on Cyber Security knowledge

Responsible for updating of Cyber Security related policies and standards to ensure they are current

Accountable to categorise new IT security threats and vulnerabilities

Responsible to define and drive the organisational Cyber Security Strategy.

Minimum Requirements

• Grade 12
• Technology Degree
• Offensive Security certified professional
• Certified Information Security Professional
• Certified Information security manager
• 10 years’ experience in a Technology environment
• 5 Years’ experience in Cyber Security operations
• Advanced computer literacy.
• Cyber security call logging experience for incident response
• Knowledge on IT Cyber security and compliance principles will be required
• Technical competence
• Cyber Professional Competence.
• Cyber incident response competence
• Process Engineering
• Systems Competence.

Knowledge and skills

Interpersonal

• Good written and verbal skills
• Clear communication.
• Customer Service Orientation/Client Focus (Internal and External).
• Knowledge Sharing (includes Information Management).
• Organizational Awareness.
• Relationship Building, Listening, Interpersonal Sensitivity.
• Team player.
• Excellent planning skills
• Self-managed

Intrapersonal

• Ethical behaviour / Honesty/ Transparency/ Integrity/ Modelling of values
• Responsible and Accountable
• Willingness to Learn.
• Excellence Orientation.
• Flexibility/Adaptability.
• Personal Growth Orientation/Learning Agility.
• Resilience/Perseverance/Stress Management.
• Rule Orientation.
• Results & Solution Focused (Drive, Energy & Follow Through).
• Self-Management (Planning, Prioritizing & Time Management).

Competencies

• Strong communication
• Highly motivated
• Full trust worthiness
• Highly respected
• Full accountability
• Ability to verbalise and communicate intent
• Systematic thinker
• Ethical mindset
• Interpersonal Fluency
• Validate cyber vulnerabilities daily
• Update Cyber policies adhoc
• Educate and train adhoc
• React to incidence alert adhoc
• Report on incidents – daily
• Engagement with security operations centre daily

Key performance areas

IT Security Operations Management (Protect)

• Functional owner of all security systems and services – AV, VM, SEIM, DLP, Firewalls, SOC Monitoring,
• Responsible for the management of the Red Team
• Accountable to ensure all security systems are fully operational and providing the necessary protection
• Accountable for the Management of all security operational processes – vulnerability management, anti-virus management, network security management, Data Leakage Prevention, intrusion detection etc
• Accountable for the management of security services providers Service provider performance management,
• Accountable to manage the Service Level Agreement monitoring and management.
• Accountable to ensure Daily, weekly, monthly operational reporting (including performance management reporting)

Incident Management (Detect and Respond)

• Accountable for 24 hours Cyber Threat Hunting from external and internal to the organisation
• Accountable for the Daily monitoring, analysis and reporting of incidents and cyber related events
• Accountable for the Daily monitoring and analysis of cyber related threats to the organisation
• Accountable for the Investigation and analysis of potential incidents and the escalation to group technology CIO, CISO and Group business continuity management
• Accountable for the managing incident response activities from an information security perspective – containment, eradication and remediation
• Accountable for post incident investigations, reporting and recommendations

At all levels of our technology and business ecosystem, our client and Technology Services strive for excellence in technology delivery, maintenance, and enhancement. We need to reposition ourselves in order to meet the Group's Ambition 2022 goals. A Group Operations manager's job include not only ensuring the greatest levels of operational efficiency and system uptime, but also ensuring that the Development and Operations sections of the IT function are aligned.

Minimum Requirements

• Tertiary technical qualification or a similar with Microsoft Identity and Access Management technologies
• Experience in matured enterprise Operation Centers
• A minimum of 8 years of experience managing an enterprise-wide Microsoft IT environment.
• Prior working knowledge of vendor management as well as interactions with senior business leaders essential.
• Prior experience in financial services preferable.
• Experience with MS AD (DNS; CS; MIM; DS; etc…) and external DNS management is essential
• Experience with alternative tools such as AWS/Azure IAM would be an advantage
• High level understanding of the Information System landscapes, preferably in the financial sector.

Knowledge and skills

Decision Making and planning

• Designing and implementing short- and long-term strategic plans to ensure infrastructure and application capacity meets existing and future business requirements.
• Develop standards and procedures that provide for efficient operations aiming towards an Agile IT environment
• Ensure proper governance and trending is implemented for optimal uptime of key business services.
• Ensure the creation and maintenance of high quality systems documentation and SOPs
• Vendor management on operational and project delivered tasks

Problem Solving and Communication

• Engage with various technology areas to troubleshoot critical operational issues affecting business and manage the communication between various affected stakeholders
• Engage with key strategic vendors ensuring that operations management is catered for throughout the value chain.
• Engage with stakeholders to ensure feasibility analysis for various upgrade projects, improvements, and other conversions meet operational delivery requirements

Technical Skills

• Must possess broad experience in the various Microsoft technology disciplines including Microsoft Active Directory and associated services, Micorsoft Identity Management, Microsoft Certificate Services as well as experience in managing external DNS services.
• Hands-on experience in troubleshooting infrastructure services with a strong background in managing and troubleshooting.

Competencies

• Lead the members of the internal operations team as well as manage and direct third party vendors in terms of delivery and overall direction
• Oversee changes within the environment to ensure proper procedures are followed
• Ensure that Group standards are enforced and that technical staff adhere to all policies and practices established by the organization.
• Provide technical and strategic guidance within the relevant area of Group’s Microsoft IAM environment, as well as vendor Management.
• Manage operational costs; forecasting long- and short-term operational costs for in house and third-party support
• Manage and provide continuous input into the Groups Business continuity management programme and working closely with stakeholders and IT Disaster recovery teams.
• Define organizational IAM strategy
• Business centric attitude and the ability to effectively communicate at all levels within the organization (IT and Business)
• Possess a deep acknowledgment of customer needs with an understanding of what is the true measure of satisfaction to a customer is.
• Strong leadership skills with the ability to be creative, flexible and adaptive in a fast paced environment whilst maintaining and projecting a positive attitude regardless of the workload

Key performance areas

Key Responsibilities

• Generating, proposing and implementing innovative Identity and Access Management solutions to assist in resolving problems and overcome business hurdles
• Continually improve system capabilities to increase uptime and availability through system integration and process re-design, resulting in less downtime and improving SLA's.
• Mentor team members on IAM solutions and processes.
• Provide SME input into roadmaps and future landscapes through the architecture teams as well as ensure security and governance in current designs
• Managed and monitor operational teams to ensure both internal and external SLA's are being met, including Incident Management of Severity 1 and 2 incidents and resolve escalations.
• Improve and develop a fully functional Enterprise Operations Centre of Excellence

Duties

• Complete configuration, installation and support of server infrastructure using Microsoft Windows Server as per the agreed specifications
• Troubleshoot and resolve Server related issues as and when they are identified
• Oversee the maintaining of IAM application stacks, server operating systems and perform standard maintenance.
• Managing assigned projects and program components to delivery services in accordance with established objectives.
• Call management
• Responding to inquiries to provide technical assistance and support
• Supervising the administration of systems and servers to ensure availability of services
• Any other duties assigned by management
• Designing, building, deploying and maintaining server infrastructures, both virtual and physical
• Perform/Automating daily system integrity checks
• Performing regular tests to confirm optimal working conditions of implemented configurations
• Managing, monitoring and reporting of performance and other issues
• Performing tasks and functions according to company processes and procedures
• Working within a team environment and will contribute to the team’s success
• Interacting with various levels of staff members to aid resolutions of issues
• Interacting with customers in a regular and professional manner
• Research and development of new technologies and personal development
• Providing input in technical meetings and workshops

An internationally acclaimed insurer requires the expert knowledge of a CA (SA). The ideal candidate should have post articles experience within insurance or financial services. Contact us today for an introduction.

• Preparation of technical reports and analysis for inclusion in Board and Audit Committee packs
• Preparation of company tax returns for review by the CFO (Income Tax and Provisional Tax)
• Preparation of VAT and PAYE returns for review by CFO
• Preparation of quarterly and annual regulatory returns for review by the CFO
• Preparation of quarterly Group reporting packages
• Drafting annual financial statements
• Preparing annual budgets
• Prepare supporting schedules for management reports
• Complete special assignments and projects for the department as assigned by CFO
• Conduct research on various issues as directed, accounting, actuarial operations, and other topics/areas as needed
• Maintenance of General Ledger system for routine transactions
• Prepare monthly payroll reporting and perform payroll administration
• Treasury management (including petty cash)
• Responsible for financial control

Are you an experienced insurance sales advisor who's looking to make a BIG impact at one of the leading banks?

Join our team and work remotely at the comfort of your home. We’re looking for top performers and commission driven individuals who thrive in a high-paced field/sector.

As a Virtual Sales Advisor you will be responsible for helping clients make informed individual insurance sale decisions and assisting with enrolment activities. You will focus on generating new sales to both existing and prospective clients. Success in this role is based on an individual's motivation with hunger to win.

Non Negotiable Minimum Requirements:

• Matric
• ITC and Criminal Clear

QUALIFICATIONS

• Must have qualification depending on DOFA
• Regulatory Exams
• Requirements include Class of business (COB) and /or CPD Hours

EXPERIENCE

• Short Term or Long term Insurance Experience
• Minimum of 1-year Sales contact center experience.
• Must have a DOFA date

Job Responsibilities:

• Generating new sales from leads provided and referrals.
• Insurance product range include, Short & Long term insurance policies.
• Achieving targets set out based on the relevant campaign.
• Conducting needs analysis with clients.
• Following up on all scheduled callbacks and action timeously and as per required standards
• Adhering to legislative requirements and quality assurance guidelines.
• Ensuring leads usage is of optimum standard to maximize positive performance.

Only candidates that meet minimum requirements will be considered for this opportunity.