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Avbob: Broker Consultant: George Life

    • location: George, Western Cape, South Africa
    • closing date: 17 March 2021

    The above-mentioned position exists at the George Office and will report to the Area Manager: WC Brokers. The incumbent
    will be responsible to ensure the effective management of a team of Broker FSP’s and their Agents in order to achieve set
    business objectives.

    Job Functions

    Marketing

    Industries

    Marketing

    Specification

     Identify, recruit and increase the number of active high quality Broker FSP accounts.
     Assist, guide, check, and motivate appointment of new Broker FSP’s.
     Ensure that all new appointed Broker FSP’s and their agents are adequately trained.
     Manage, develop, train, assist, lead and maintain a motivated and high performance team of Brokers FSP’s, existing
    or new, to achieve their maximum potential with professionalism.
     Ensure negotiated mutual agreed sales targets are set and reached through quality business.
     Follow up on all inquiries timeously, and keep a log of all contacts made with outcomes of those interactions.
     Ensure, monitor and advise Broker FSP teams on compliance with relevant legal and statutory requirements with
    respect but not limited to FAIS/FICA/LTIA and other relevant legislation ensuring FISCA accepted financial and
    insurance standards
     Identify and manage risks impacting Broker FSP’s timeously and address functional related problems as well as
    opportunities.
     Manage communications – written (filing, faxing, email, etc.) and verbal (telephone, direct etc.) to internal and external
    clients
     Ensure the provision of support in connection with the preparation of documents and presentations for the AVBOB
    Management and Administration Departments
     Assist, advise, guide and support Broker FSP’s with debit accounts to cancel any and all outstanding amounts.
     Build and maintain relationships with internal and external stakeholders.
     Identify training needs for the Broker FSP team/s and train new appointed Broker FSP’s & Agents on AVBOB products
    and services as well as providing technical direction and guidance.

    Requirements

     Grade 12 certificate
     A suitable insurance industry entry long term insurance qualification within the requirements of the Financial Sector
    Conduct Authority (FSCA).
     Comply with FAIS legislation for registration on Fit and Proper requirements:
    o Applicants who entered the industry as follows:
     From years 2004-2007 requires 30 credits on NQF4 obtained by 31 December 2009
     From years 2008-2009 requires 30 credits or
     60 credits on NQF4 obtained by 31 December 2011 or
     Full FAIS recognized qualification obtained by 31 December 2013.
     All those appointed in the industry from the year 2010 onwards require a full FAIS recognized
    qualification.
     Clear ITC and criminal record
     RE5 Certificate
     RE1 Certificate will be an advantage
     Valid code 08 / B / EB driver’s license – unendorsed, own reliable transport and cell phone – regular traveling to all
    areas and Broker FSP’s managed by you – non-negotiable

    Job Closing Date

    17/03/2021