Job Description

Key Performance Areas:
Planning and organising of events at various senior citizen venues
-Identify objectives of the event and determine the requirements that must be met to accomplish the objectives set
-Prepare a schedule of monthly events and meetings with pensioners and management at the different institutions (Retirement villages/homes, nursing homes, hospitals, associations and others organisations).
-Manages relationships with all key-note stakeholders maintaining AVBOBS high standards
-Ensure that events are rolled out within the approved budget allocations
-Provide consolidated feedback to the management of the institution regarding attendance, services provided, etc.Marketing of AVBOB
-Present AVBOBs services and products to senior citizens and other potential customers / clients
-Provide professional advice (according to FAIS requirements) to these potential clients
-Follow-up on leads provided for funerals and other services
-Do mass presentations to stakeholdersCollaboration and networking with peers, colleagues, funeral agents and stakeholders
-Develop and foster strong business relationships with the community, retirement institutions, nursing homes, ambulance services, hospitals, churches, associations, social clubs (Senior Citizens) and stakeholders of other entities assigned
-Continuously create and form new relationships with relevant stakeholders
-Liaise with all parties concerned (Area Manager, Funeral Agent, Snr Liaison Officer, management of the institution concerned, etc.
-Pro-actively solve possible complaints and conflicts and address issues that may occur by investigating issues and provide feedback timeously to stakeholders
-Liaise with the Funeral agent and Senior Liaison Officer to provide information and support business
-Build sound relationships with funeral agent through meetings, provide leads and support their business
-Maintain contact with institutions on a monthly basis to determine current client base at the facilities
-Market AVBOB products by visiting the facilities to increase our market shareAdministration of new business, policy service
-Submit monthly event plans to the Area Manager: Funeral Service and the Senior Liaison Officer
-Collect, analyse and utilise data and feedback to identify opportunities to improve relationships between all stakeholders and new business
-Prepare and submit monthly reports on the events executed, clients served, etc.
-Compile incident reports, regarding important issues during events
-Compile handouts Life file with all the necessary information and documentation to hand out at the events
-Obtain the value of a policy and provide feedback (in-person) to the clients
-Adjust policies as required by the client
-Follow-up on outstanding issues
-Collection of premiums at the institutions
-Reconciliation of expenditure and premiums collected-Follow-up on the issuing of new policies, etc.Minimum Qualifications
-Grade 12
-Relevant marketing qualificationKnowledge and Experience
3 Years experience of opening sources
-Knowledge of the funeral and/ or insurance industry or Old age facilities

AVBOB