We are looking for a digital marketing and growth lead person to lead and execute digital marketing strategies that generate high-conversion leads, elevate brand visibility, and drive product usage at the point of need for existing clients.  This is a fully in-person position at our offices in Houghton Estate, not remote.

This is a hybrid role requiring both strategic thinking and hands-on implementation. You will be the driving force behind digital campaigns that convert, engage and retain clients, especially at critical moments of need. The ideal candidate is a strong writer, detail-oriented, agile, and able to connect tactical execution with the bigger picture. A deep appreciation for user experience and visual impact is essential.

The roles and responsibilities in this position will include but not be limited to:

Strategic Leadership

1. Develop and own the digital marketing roadmap aligned with Head of Marketing and Alternative Distribution KPIs and Exco goals.
2. Identify new lead generation opportunities and test innovative campaign formats.
3. Collaborate with internal stakeholders to align marketing with sales, product, and client retention strategies.
4. Collaborate with external service providers in achieving goals.

Hands-on Execution

1. Build and manage campaigns across all channels, especially digital ones.
2. Write compelling social media copy, email content, and landing page messaging.
3. Manage campaign tracking, reporting, and optimization (CPL, CPS, ROI).
4. Maintain and update website content and digital assets.
5. Coordinate graphic design, web, user experience and marketing development functions.

User Experience & Visual Storytelling

1. Shape the look and feel of all digital touchpoints to ensure intuitive, engaging user journeys.
2. Apply UX/CX principles to improve campaign performance and client satisfaction.
3. Collaborate on mobile-first design and platform-optimized content.
4. Ensure that marketing assets are not only visually compelling but also strategically aligned with client needs and product positioning.

Client Engagement & Retention

1. Create lifecycle marketing flows to increase usage and retention.
2. Support loyalty and upsell campaigns with targeted messaging.
3. Use UX/CX insights to improve digital journeys and reduce churn.

Minimum Requirements

• Degree in a relevant field
• 3+ years’ experience
• Strong writing and storytelling skills
• Proven experience in campaign management and lead generation
• Analytical mindset with strong Excel and reporting skills
• Familiarity with UX/CX principles and retargeting strategies
• HTML/email marketing experience is a plus
• Ability to work independently and collaboratively in a small team.

Package

A market-related package of a basic salary plus incentives for targets reached is offered. The person in this position will report directly to the Head of Marketing and Alternative Distribution.

Applications

Submit applications, with a covering letter and comprehensive, current CV to careers@legalandtax.co.za with the subject: Digital Marketing and Growth Lead.

The Business Development Support Assistant will be responsible for generating quality leads, scheduling meetings, and setting up appointments with key decision-makers in potential client businesses. The role focuses on building relationships via various channels and contributing to the overall sales pipeline by supporting the business development team and includes support for both business to business and direct marketing functions.

KEY RESPONSIBILITIES

Lead Generation

1. Identify and source potential business leads through various methods, including online research, networking, and industry events
2. Qualify leads based on company criteria to ensure they meet the business's target market

Appointment Setting:

1. Contact potential clients via cold calling, email, or other channels to introduce the company’s products or services.
2. Schedule meetings or appointments for the sales team with qualified leads.
3. Maintain detailed records of client interactions and appointment statuses in CRM systems.

Relationship Building:

1. Develop and maintain strong relationships with clients to foster trust and build rapport.
2. Engage with senior decision-makers, including CEOs, directors, and managers, to discuss their needs and how the business can address them.

Collaboration with Sales Team:

1. Work closely with the sales team to ensure a smooth handoff of leads and appointments.
2. Provide the sales team with all relevant background information about the lead before the appointment.

Follow-Up Reporting

1. Assisting with compiling proposals/quotes when required.
2. Perform follow-up calls or emails to ensure appointments are kept and gauge client interest after the meetings.
3. Report weekly on lead generation activities, appointment success rates, and feedback from prospects.

QUALIFICATION AND SKILLS REQUIREMENTS

Matric/Grade 12.
Minimum 3 (three) years’ work experience, preferably in a sales environment.
Experience and knowledge of the financial sector or insurance industry an advantage.
Lead generation skills and experience.
Strong administrative skills.

APPLICATIONS

Submit applications, with a comprehensive and current CV to salesbranchadmin@legalandtax.co.za with “Business Development Support Assistant” in the subject line.

The purpose of this role is to drive the growth of the Gqeberha Branch by supporting, coaching, and developing new agents into consistent commission earners. The person filling this role will work with the support team and Branch manager to provide operational support and sales leadership, with a strong focus on performance and mentorship.  The successful candidate must demonstrate a strong alignment with our core values and a commitment to upholding them in all aspects of their work.

The ideal candidate will understand what is required to succeed in a high-pressure sales environment and embrace an entrepreneurial mindset, willing to take on a risk-balanced package for high rewards.  They will understand both the metrics and the human side of agent performance.

The successful applicant will report to the Gqeberha Branch Manager. 

KEY RESPONSIBILITIES:

Agent Development & Coaching

Provide hands-on coaching and mentorship to new and developing agents to accelerate their path to commission-earning status.

Assist with recruitment and onboarding and accelerate the ramp-up to commission-earning performance.

Monitor agent performance metrics (sales, talk time, conversion rates) and provide regular feedback.

Quality control management to ensure compliance and identify coaching opportunities (sales debits, debit results, FAIS/FICA/POPI/TCF, Callbi)

Sales Performance

Assist the Branch Manager in driving a culture of results, ownership, and accountability.

Work with Team Leaders and the Branch Manager to ensure the team meets daily, weekly, and monthly sales targets.

Motivate and energise the team through leadership and example.

Support the Branch Manager in implementing and managing incentives to motivate and reward performance.

Identify and escalate risks or challenges that may impact team performance.

Operational & Administrative Support

Assist with daily attendance, leave tracking, and HR documentation in collaboration with HR.

Support the Branch Manager in managing workflows, call logs, policy amendments, and compliance-related tasks.

Liaise with IT and other departments to resolve operational issues.

Report to the Branch Manager on the status and progress of team different activities

QUALIFICATION AND SKILLS REQUIREMENTS

Matric/Grade 12. An NQF level 5 qualification will be an advantage.

Minimum 3 (three) years’ experience leading people in a call centre environment. 

Track record of personal sales success and/or the ability to lead a team to achieve their targets and improve their performance.

Knowledge of the insurance industry and advantage.

Lead generation skills and experience.

Strong coaching and leadership skills.

Strong administrative skills.

REMUNERATION

The remuneration package will comprise a basic salary aligned with existing team structures, along with performance-based incentives tied to the achievement of defined growth targets.

4. APPLICATIONS

Submit applications, with a comprehensive and current CV to salesbranchadmin@legalandtax.co.za with “Junior Sales Manager Gqeberha” in the subject line on or before 13 June 2025. 

Assist the Claims Department to handle all incoming legal, health and funeral claims in accordance with internal and legislative requirements in the spirit of Treating Customers Fairly. The work of the person who occupies the position needs to align with our sense of purpose and values.

QUALIFICATIONS

• Claims experience (life & non-life, experience with legal claims an advantage)
• LLB and admitted attorney.
• RE5, or willingness to do RE5 exam and relevant supervision in order to become an authorised Representative of the employer in terms of the FAIS legislation.

ROLES AND RESPONSIBILITIES

As Claims Handler you will report to the Head of Claims and Compliance. You core duties shall include but not be limited to:

1. The day-to-day admin in the claims department, updating documentation and assist with policy wording if and where necessary;
2. Oversight of all claims and claims procedures relating to our numerous products; which includes:
   1. Oversight of both the approval and rejection process related to our numerous products;
   2. Ensure adherence and compliance with all internal rules, regulations, FAIS and legislative requirements as well as that of our Underwriter;
3. Monitoring all activities relating to the recruitment, appointment, liaising, follow up, relevant agreements and payments with Panel Attorneys;
4. Assist with Claim-related complaints and inquiries;
5. Assist with statistics and report compilations on all of our product performance;
6. Assist in constant evolution of the claims system and maintaining proficiency in computerised systems and other technologies as required.
7. Assist with Solace (Business to Business ) clients as and where required.
8. Any additional responsibilities the Claims Supervisor or Head of Claims and Compliance deem important to your department.

SALARY

Salary is dependent on the candidate’s experience. This includes a basic salary and the company contribution to a provident fund.