Funeral Insurance Sales Consultant – with RE5
One of our clients a leading Insurance Company is looking to appoint a Funeral Sales Consultant as business is thriving in their KZN branch
The purpose of this role is to conduct policy sales. Build the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. The consultant requires a solid knowledge of products and the market, with a focus on growing the company brand.
Education and Experience
- SAQA Accredited Qualification/ Equivalent (120 FAIS credits)
- RE 5
- 2 years’ experience in a telephonic sale
- Avaya telephonic system (advantage)
Responsibilities
- Build and maintain customer relationships as first point of contact
- Customer Relationship Management CRM
- Identify products or services that best meet the customer’s needs
- Performance management by prioritizing and optimizing own workflow to achieve sales targets
- Identify potential customers by obtaining referrals and recommendations
- Operational compliance by following company policies and procedures
- Keep abreast with changes in external regulations, internal policies, and procedures
- IT skills: outlook, AS 400, Apollo, IEX (basic)
Kindly include the following in your application
- Updated CV
- Copy of ID
- Certificates including Matric
- DOFA report
Apply directly on-line
This role will suit a target driven sales consultant, Salary is negotiable in line with qualifications and experience plus commission.
Opportunities available in Gauteng or KZN.
Our client, leading in the insurance industry is looking for a talented Financial Manager to join their Pretoria team. This candidate will be required to manage employees and take ownership of specified functions within the department.
Responsibilities
- Manage staff complement
- Management of Financial administration
- Manage the performance and review of reconciliations of all accounts up to trial balance
- Review and release (authorise) EFT payments
- Provide support relating to various committees
Requirements
- Chartered Accountant (CA) SA (advantage)
- Post graduate diploma in applied accounting sciences / Certificate in the Theory of Accounting (CTA) and completed articles (critical).
- Management experience 1 to 3 years (requirement)
- Insurance industry exposure (advantage)
- A proper understanding of electronic banking (requirement).
- Advanced computer literacy and knowledge of MS office (requirement), specifically intermediate/advanced Excel (vlookup / sumif).
- A good understanding of- and experience in- working with Sage ERP 300 (advantage).
- SQL management studio – ability to query SQL databases and extract data (major advantage)
Our client, leading in the insurance industry is looking for a Accountant (CA) to join their team in Johannesburg. The ideal candidate will have a strong understanding of IFRS17.
Requirements
- Working closely with IFRS 17 specialist to ensure that IFRS 17 implementation project in terms of standard
- Prepare SAM quarterly and annual returns
- Prepare annual financial statements on an IFRS basis
- Provide portfolio support and management
- Internal and external stakeholders relationship management and development
Requirements:
- BCom Accounting
- CA(SA)
- 8 years plus experience in a financial institution
- Solid understanding of IFRS 17
- General understanding of industry, statutory guidelines, and insurance law
