|Reference #||BC / GRG|
|Location||George, Western Cape, South Africa|
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
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
Identify and manage risks impacting Broker FSP’s timeously and address functional related problems as well as
Manage communications - written (filing, faxing, email, etc.) and verbal (telephone, direct etc.) to internal and external
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.
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
Clear ITC and criminal record
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||22/09/2021|