Description

Investec Life pride itself as a private insurer of the future delivering innovative and flexible life insurance products to professional, high-income and high-net-worth private clients in South Africa through an omni-channel approach. 

The Life Consultants team is primarily responsible for driving direct sales on our insure proposition to Investec Private Clients and to support execution of our advised sales. The team telephonically services Investec Life clients with seamless and exceptional client experience.

This role will be leading the team, driving all processes and supporting the team to execute end-to-end in the provision of intermediary services, including sales, administration, and marketing, and providing clients with product information for the Investec Life business. 

This team is sales-focused and the role will involve driving sales and revenue growth. It requires proactive engagement, both through inbound and outgoing calls, with clients to identify and capitalize on opportunities effectively.

Key Responsibilities

•    Lead and grow a high-performing Consultants team
•    Build appropriate mechanism to track activities, sales performance and report to management thereon
•    Provide leadership support to the team in meeting sales targets
•    Create a client experience that is convenient, effortless, and personalized, ensuring a personal approach to service.
•    Collaborate with Financial Advisers and Private Bankers to achieve sales budgets and targets.
•    Manage leads and appropriately triage them to the correct service channels.
•    Conduct proactive sales initiatives and manage marketing campaigns effectively.
•    Provide product information and address specific client needs.
•    Deliver exceptional client service through online navigation, assisting clients with online applications.

Qualifications, Experience and Skills

•    Bachelor's degree in finance or a related field.
•    RE5 qualification (either obtained or in progress).
•    Experience in teams in client service (inbound and outbound), demonstrating a proven track record in client service and sales.
•    Experience in a client service environment or project management is advantageous.
•    High level of accuracy and attention to detail.
•    Ability to organize and prioritize tasks effectively.
•    Willingness to deliver an exceptional client experience.
•    Proficiency in using AI-enabled productivity tools, such as Copilot, to improve efficiency, generate insight and support decision-making. Applies critical thinking and sound judgement when interpreting outputs, remains accountable for the quality and accuracy of their work

Personal Attributes

•    Highly organized with the ability to multitask.
•    Excellent communication skills, both written and verbal.
•    High attention to detail and customer service orientation.
•    Proactive, accountable, energetic, and self-motivated.
•    Team player who values the contributions of others.

What We Value

At Investec we seek creative, talented people with passion, energy and stamina, who collaborate unselfishly.

We are committed to diversity and inclusion when recruiting internally and externally.