Thursday , March 28 2024

Telesure Available Vacancies – Manager: Tied Financial Advisory Services

  • Full Time
  • Gauteng

Website Telesure Investment Holdings - TIH

Job Description:

The focus of this role is the sales delivery, strategic execution, people development, and regulatory compliance.

Job Responsibilities:

  • Communicate the actions needed to implement the function’s strategy and business plan within the team; explain the relationship to the broader organization’s mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
  • Develop tactical plans for optimizing resources and assets being managed within Tied Financial Advisory Services to meet business growth requirements.
  • Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators; develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets. Meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channel
  • Develop stakeholder engagement through identifying stakeholders, finding out their needs/issues/concerns and reacting to these to support the communication of business information and decisions.
  • Manage, monitor and ensure that exceptional customer service is delivered across the the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.
  • Use the organization’s formal development framework to identify the team’s individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
  • Monitor and review performance and behaviors within area of responsibility to identify and resolve non-compliance with the organization’s policies and relevant regulatory codes and codes of conduct.
  • Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of team / personal objectives.
  • Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and indepth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Job Requirements:

  • General Education
    • Grade 12/ SAQA Accredited Equivalent (Essential);
    • FAIS accredited NQF5 (120 credits) (Essential);
    • KI Regulatory Examination (Essential);
    • Full product holding accreditation (Essential);
    • CFP (Advantageous);
    • Business Related Degree (Advantageous)
    • Management and/or coaching qualification (Advantageous)
  • General Experience
    • Minimum 5 or more years’ experience managing a sales-driven team or multiteam in the financial sector (Essential); Experience within life and wealth long-term insurance industry (Essential);
    • Previous Tied Agent Experience (Advantageous)
  • Managerial Experience
    • Minimum 3 or more years’ managerial experience within a financial services environment (Essential)
    • SAQA Accredited Equivalent* – It is the onus of the applicant to provide TIH and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application.

Job Details:

Company: Telesure Investment Holdings – TIH

Vacancy Type:  Full Time

Job Location: Gauteng

Application Deadline: N/A

Apply Here

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