Manager, Accounts CPT

Business Segment:
Insurance & Asset Management

Promotes sales in liaison with brokers and financial institution's leads and services brokers. Receives requests for quotations from clients or Stakeholders and provides a packaged solution based on client needs. Actively promotes company products.

Promotes sales in liaison with brokers and financial institution's leads and services brokers. Receives requests for quotations from clients or Stakeholders and provides a packaged solution based on client needs. Actively promotes company products.

• Minimum NQF5 FAIS Accredited Qualification (Degree Preferred)
• Regulatory Exam Certificate (RE5)
• Registered FSP Representative (Category 1.6)
• Must be fully FAIS Compliant
• Fit and Proper as determined by FAIS legislation (Honesty, Integrity and Financial Solvency

• Experience as determined by FAIS legislation.
• A minimum of 5 years previous working experience in commercial short-term insurance either as a Broker or Insurer. Bancassurance experience advantageous.
• Sound knowledge of commercial insurance practices, procedure’s and products.
• A good working knowledge of FAIS and FICA legislation.
• Sales and negotiation skills.
• Excellent verbal and written communication skills.
• A minimum of 5 years previous working experience in Short term insurance is preferable to gain practical exposure to banking principles and to establish credible relationships.