Assured Life, a licensed Financial Service Provider set in the heart of Cape Town, requires an experience Compliance Officer to join our team. The successful incumbent will be working to ensure the highest-level quality of operations and proactively minimise operational risk, developing efficient compliance systems and working with teams to implement these across the organisation

Join them today and take advantage of professional growth opportunities on offer in an environment of fun and energetic people!

Minimum requirements:

• A recognised FAIS qualification for Compliance
• A minimum of 5 years’ experience in a compliance role within the Insurance industry
• Long-term Insurance & Short-term Insurance (in various classes) regulatory knowledge
• Experience in Regulatory Compliance (Financial Advisory & Intermediary Act, Long & Short-term Insurance)
• Experience in Financial Sector Regulation Act (Advantage)
• Knowledge of the Financial Intelligence Centre Act, National Credit Act and Protection of Personal Information Act
• RE1
• Member of CISA will be an advantage

Duties & Responsibilities (not limited to:)

• Analyse, monitor and track regulatory risk indicators
• Drafting of compliance related policies, agreements and memoranda regarding market Conduct
• Ensuring compliance to all relevant regulatory requirements identified
• Assisting line management with understanding the various requirements to comply with all applicable legislation, regulations etc. across business activities
• Ensuring the continued flow of information, updates and advise to various line managers on new legislative changes and the impact thereof on the business and ensuring that management understands the risks to the business
• Building and maintaining strong relationships with all the applicable regulators
• Identify non-compliances as to identify potential risks
• Drafting final reports in respect of compliance monitoring to line management
• Follow up on identified risks, trends and corrective action to be taken by the relevant stakeholders
• Identify opportunities to improve or enhance business processes
• Proactively consult with management to align market conduct requirements to current and future business activities
• Identify training needs through monitoring and other methods

Please Note: Correspondence will only be conducted with shortlisted candidates. Should you not hear from us within 7 days, please consider your application unsuccessful for the specific vacancy you applied for. All applications sent to Assured Life will go onto our database and once a suitable vacancy becomes available, we will be in contact with you.’

KI POSITION

WITH CAT 1.13 (DIRECTIVES) CAT 1

MUST BE REGISTERED AT THE FSCA

TO START AS SOON AS POSSIBLE

SALARY NEGOTIABLE (MARKET RELATED)

Minu Financial Services are currently recruiting for a Key Individual within the Financial Services industry. The Key Individual will be responsible for managing and overseeing its activities related to the rendering of financial services as a Category I and Category II FSP. The key responsibilities and duties include, but are not limited to: ensuring the firm complies with applicable laws and statutory obligations; ensuring the FSP has Policies & Procedures in place; ensuring compliance with the General Code of Conduct and with the Fit & Proper Requirements; Fulfilling contractual obligations as per the agreements; managing and overseeing of the Firm’s team members rendering the FSP’s financial services, including those persons under Supervision; and ensuring the business processes are in place and Firm’s operational ability is sustainable; and, ensuring the firm complies with applicable laws and statutory obligations.

Requirements:

• Undergraduate degree, with honours.
• Minimum NQF Level 5 in Finance, Business and/or Wealth Management
• Minimum 5 years FSP management experience
• RE1 Exam required
• RE5 Exam required
• RE3 Exam required
• Class of Business experience in Investments and Structured Deposits
• CPD required Skills:
• Exceptional written, oral, and presentation communication abilities
• Sectoral experience
• Attention to detail
• Excellent organizational, multi-tasking and time management skills with demonstrated ability to work efficiently and meet tight deadlines
• Strong interpersonal skills and ability to work effectively with large, culturally diverse teams at all levels
• Excellent oral and written communication skills in English are required, including a demonstrated ability to communicate ideas clearly and confidently
• Computer literate
• Excellent knowledge of financial markets and instruments. Competencies
• Self-starter and initiator
• Honesty and integrity
• Competitive and creative
• Results orientated
• Strong management skills
• Work Remotely

Please send updated CV with Qualifications to bronwyn@minufs.co.za or kuda@minufs.co.za

 

 

Optivest Health Services, a leading medical scheme and health cover consultancy, is seeking a Client Services Manager at the head office in Durbanville.

This role will report to the Head: Customer Engagement, as part of the Customer Value proposition portfolio and take full responsibility for service design and delivery within MedXpert, the service division of Optivest Health Services.

You will manage day-to-day responsibilities of the Client Services Team, actively hold and manage relationships with Service providers and stakeholders, and drive the overall Customer satisfaction objectives and contracted deliverables.

To ensure success in this role, the ideal candidate should demonstrate excellent active listening and communication skills, good personal presentation, politeness, and tact, and be able to function in a high-pressure environment. The noteworthy client services manager should provide timely solutions to client’s problems, build sustainable and continuous relationships with clients, show initiative and drive when dealing with client requests, and assist in developing marketing material and sales strategies.

MAIN RESPONSIBILITIES/TASKS:

• To ensure servicing and retention of existing client base.
• To ensure that agreed financial and growth targets are met in line with set targets.
• To take ultimate accountability for driving of the full client services proposition and delivery.
• To accurately complete and update the designated service processes on an ongoing basis (processes, client engagement programmes, surveys, etc.).
• Ownership of reporting related to Client services matrix.
• Manage, oversee and develop the Client Services Consultant team, responsible for service delivery.
• Establish targets within the client services division and its team(s) and develop plans to achieve them.
• Develop effective communication platforms for clients and staff.
• Inspire repeat-business from clients.
• Conduct customer service workshops and presentations.
• Monitor and measure client satisfaction.
• Liaise with different departments across the business regarding continuous improvement of Client Service measures.
• Develop surveys and capture client information.
• Deal with client requests/complaints and troubleshoot problems.
• Champion and drive transformation of the business to a truly Client Centric organisation.

MINIMUM EDUCATION, QUALIFICATIONS, EXPERIENCE REQUIRED:

• National Senior Certificate (Matric).
• Tertiary education, preferably in a technical or business degree or diploma or BCom Degree or Project Management Certificate will be an advantage.
• RE 5 / KI qualifications strongly advised.
• Minimum of 10 years in Financial Services/health cover / medical scheme industry.
• Minimum of 5 years’ experience in line management role.

PERSONAL CHARACTERISTICS

• Strong communication skills
• Ability to meet deadlines/pro-active
• Above average Computer literacy
• Calm, polite, and professional behaviour
• Reliable and self-motivated
• Strong business acumen
• Exceptional service orientation
• Leadership skills
• High emotional intelligence

REMUNERATION AND BENEFITS

Remuneration and benefits of this role will be commensurate with that of an industry related role of this size, responsibility and level of operation.

Location:                   Stellenbosch, Western Cape

Contract Type:          Permanent

Appointment Date:  1 June 2022 or soonest thereafter

Remuneration:          Market related

Reference:                 CCAgent

The purpose of the position

To assist candidates/clients with high volumes of telephonic and e-mail enquiries, together with the administration pertaining to the Regulatory Examinations and according the enquiries received.

Main Responsibilities

Receive and resolve enquiries, telephone and e-mail correspondence together with the required administration according to the Rules and Regulations as stipulated by the FSCA.

Relevant Skills

• Maintain confidentiality.
• Strong work ethic, ability to demonstrate excellent interpersonal skills with high focus on client service.
• Positive outlook in life, be presentable at all times, self-motivated and punctual.
• Well spoken, excellent telephone manner with an ability to communicate effectively in English & Afrikaans (both verbally and in writing).
• High degree of patience and assertiveness to promote a trustworthy and credible culture where clients are treated fairly and are properly informed.
• Strong Administrative skills: Recordkeeping, Accuracy & attention to detail.  Proficient in spelling, punctuation, grammar and other language skills.
• Thinking skills: Analytical thinking.
• Problem solving & decision making.
• Able to work independently as well as part of a team in an open plan environment.
• Good interpersonal skills.
• Must be able to maintain a high volume workload. Work well under pressure with a positive attitude, taking personal responsibility for results.
• Ability to be methodical, detail-oriented and maintain a high level of accuracy.
• Ability to take ownership of all administration procedures and identify areas of improvement.
• Ability to establish and maintain co-operative and positive working relationships with management and team members.
• Have own transport.
• Be able to effectively use a variety of desk top and online applications and having excellent typing skills.

Qualifications

• Minimum of Grade 12 Qualification.
• Diploma/certificate in business or office administration will be an advantage.

Experience

• Minimum of 3 years’ experience in office administration and Client Services.
• Knowledge of the Financial Services Industry, FAIS and Regulatory Examinations.
• Intermediate or Advanced experience in all Microsoft Office & Windows applications, Internet and e-mail.

Competencies

• Reliable * Focussed * Goals and Deadline driven * Effective time management & business ethics
• Stress tolerance and resilience * Loyal & trustworthy * Commitment to quality and excellence

Please note: Preference will be given to EE candidates.

When submitting your application, please ensure to include the following:

• Cover letter (please outline your interest and how you will be a good fit for this position)
• Curriculum Vitae/Resume
• Qualifications
• Salary expectations
• Notice period
• Kindly quote the reference listed above

Closing date for applications:  10 June 2022

Only suitable applicants will be contacted. Should you have not received a response by 30 June 2022, please consider your application unsuccessful.

Location:                                 Stellenbosch, Western Cape

Contract Type:                       Permanent

Appointment Date:            1 June 2022 or soonest thereafter

Remuneration:                      Market related

Reference:                              SalesConsultantMBSE

 

Role Description

To source corporate sales business opportunities by identifying prospects and evaluating their position in the industry, researching and analysing sales options. Selling MBSE Qualifications, Short-courses, Class of Business and CPD product offerings by establishing contact and developing relationships with prospects; recommending solutions.

Job Specification

Sales

• Deliver on all the national sales activities for qualifications, short-courses, CPD and COB
• Consistently achieve sales targets
• Develop a strong partnerships/contact with companies within the financial, insurance and other industries
• Increase business from existing client base
• Increase the acquisition of new clients
• Conduct product presentations and training with clients
• Continuously follow up with clients to identify and close sales opportunities

Sales Administration

• Ensure that accurate quotes and invoices are always generated.
• Produce accurate and prompt sales reports as agreed with line manager
• Assist with enrolments
• Assist with sales queries
• Ensure that SLA’s are signed and updated prior to the conclusion of sales

Customer Service

• Achieve set customer service targets to achieve service level standards
• Ensure that clients receive accurate feedback promptly
• Effective management of all SLA relationships

General

• Seek for continuously improvement in business processes, products and technology
• Collect and organise all feedback from the market in terms of competition, opportunities and trends
• Contribute to the improvement of current SLA’s and processes
• Consistent achievement of set performance standards and measurements
• High level of compliance with set rules and procedures
• Be available for any other tasks within the sales department

Minimum Requirements or Skills

• Matric (or the equivalent) –
• Advantageous: Bachelor’s degree in Commerce or Arts qualification
• 3 years’ Sales experience in an Academic/Insurance/Financial organisation
• 1-3 years Higher Education experience
• Good technical knowledge in Education Entrepreneurship, Continuous Professional Development (CPD), Class of Business in Finance and Insurance
• Good knowledge of the local market in education and training for financial and insurance brands
• FSCA Regulatory knowledge – Board Notice 194
• Advantageous: Proof of RE1 and/or RE5
• Able to travel extensively

Preference will be given to EE Candidates.

When submitting your application, please ensure to include the following:

• Cover letter (please outline your interest and how you will be a good fit for this position)
• Curriculum Vitae/Resume
• Qualifications
• Salary expectations
• Notice period
• Kindly quote the reference listed above

Closing date for applications:  16 June 2022

Only suitable applicants will be contacted. Should you have not received a response by 30 June 2022, please consider your application unsuccessful.

Location:                      Stellenbosch

Contract Type:            Permanent

Appointment Date:  1 June 2022 or soonest thereafter

Remuneration:           Market related

Reference No:            RefStudAcAdmin2022

The Student Acquisitions Administrator is responsible for implementing the MBSE Sales Strategy for inbound sales activities, establish contact, develop, and maintain relationships. Identify training needs and recommend appropriate solutions for inbound student applications. The Student Acquisitions Administrator reports to the Head of Sales.

Main Responsibilities

• Inbound Sales Administration
• Customer Service & Student contact
• General

Requirements

• Minimum of a Grade 12 Qualification
• Further Qualification in Sales will be an advantage
• Call Centre experience, or tele service experience
• Relevant work experience inclusive of data-capturing
• Experience in an educational environment entailing one on one interaction is highly preferred
• Ability to use technology (Excel, Outlook, Web, databases, CRM), high level verbal and written communication skills
• Higher education sales and marketing experience/knowledge (Advantageous)
• Knowledge about Class of Business and Continuous Professional Development training (Advantageous)

The successful candidate must always be able to conduct him/herself in a professional manner. Must have the ability to interact with clients and communicate effectively as well as be reliable and trustworthy.

Preference will be given to EE Candidates.

When submitting your application, please ensure to include the following:

• Cover letter (please outline your interest and how you will be a good fit for this position)
• Curriculum Vitae/Resume
• Qualifications
• Salary expectations
• Notice period
• Kindly quote the reference listed above

Closing date for applications:  16 June 2022

Only suitable applicants will be contacted. Should you have not received a response by 30 June 2022, please consider your application unsuccessful.

Location:                   Stellenbosch, Western Cape

Contract Type:          Permanent

Appointment Date:  1 June 2022 or soonest thereafter

Remuneration:          Market related

Reference No:           MBSESnrAdminQCTOApr2022

Purpose of the position:

To assist with the application, administration of, and statutory reporting on Qualifications and short courses. Answers all enquiries related to the learning process, including advice on the choice of qualifications that a student need to complete. Liaise with Corporates and report regularly on their employees’ progress on qualifications.

Key Responsibilities:

• Coordination and Administration of Qualifications and short courses
• Responsible for the statutory reporting of MBSE to the QCTO, DHET and SAQA
• Financial Duties
• Student support
• Maintain and build stakeholder relationships
• Adhoc office duties (specific additional outcomes per incumbent)

Job Required Knowledge:

• Knowledge of the SAQA, CHE, QCTO and Inseta
• Knowledge of all MBSE offerings
• Knowledge of Learner Management Systems
• Data collection and analysis
• Pastel or similar accounting package

Minimum Requirements:

• Relevant NQF 7 Qualification
• 5 years’ administration experience
• 2 years’ experience an Education or similar training environment

Qualifications:

• NQF 7 Qualification

Required Personal and Technical skills:

• Verbal and Written Communication Skills
• Numeracy Skills.
• Proficient in Office365, Moodle, Helpdesk, Pastel (or similar)
• Systems and Database Management
• Adept at working in a high-pressure environment.
• Detail orientated.
• Conflict Management.
• Time management and punctuality.
• Negotiating skills.
• Stress tolerance and resilience.
• Pro-active problem solving.
• Working effectively on your own and in a team.

Please note: Preference will be given to EE candidates.

When submitting your application, please ensure to include the following:

• Cover letter (please outline your interest and how you will be a good fit for this position)
• Curriculum Vitae/Resume
• Qualifications
• Salary expectations
• Notice period
• Kindly quote the reference listed above

Closing date for applications:  16 June 2022

Only suitable applicants will be contacted. Should you have not received a response by 30 June 2022, please consider your application unsuccessful.

A 6-month fixed term contract position for an Underwriter (New Business) has become available at MUA, Cape Town. MUA is looking for a high energy, target and goal orientated, dynamic individual with a strong underwriting background in both home and motor insurance.

Main Purpose:

Evaluate new risks, quote, and underwrite these within the parameters of the Underwriting Best Practice manual.  This individual must have the ability to maximize selling opportunities, customer service and profitability through the optimal use of the business assets and have fun doing it! The incumbent has relevant underwriting experience together with good administration skills and the ability to look at all aspects of the job, regardless how detailed.

Main Activities:

• To build strong and meaningful relationships with current and new brokers, which will translate into profitable growth.
• To have a strong personal lines underwriting background and be able to issue and authorise quotes.
• To be able to negotiate with brokers in respect of new business and decline unprofitable business;
• To assist and manage quotes ensuring that the relevant targets are met on number of quotes processed and conversion rates.
• To ensure that the agreed SLA’s and TAT are achieved and adhered to.
• Do manual calculations of premium when required.
• Refer all quotes over mandate to the relevant Authoriser.
• Refer R/I if necessary.
• Provide the Brokers with relevant documentation e.g., confirmation of cover etc.
• Liaise with Broker on revised terms and handle Broker queries daily.
• Keep a check on diary system and follow up on outstanding matters. Ensure that the proper filing on the system is strictly adhered to.
• To comply with Company strategy and align with the Company culture.

Problem Solving:

• Checking of policy wordings and Broker instructions.
• Able to handle computer related problems such as verifying computer calculated premiums.
• Solve administrative problems on accounts – computer input, calculations.
• Meeting deadlines –Month-end close off and coping with related stress.
• Decisions based on past learning experiences of similar situations.

Competencies (Key Requirements):

The suitable incumbent must have the following competencies:

• Registered as a representative with the FSCA within the last 5 years for Short Term Personal and Commercial lines – intermediary services without supervision. DOFA to confirm same.
• A minimum of 5 years’ experience in underwriting with a good track record in the Insurance Industry.
• Must be fit and proper in terms of the FAIS Act.
• Experience working with Cardinal360/CIMS beneficial.
• Full knowledge of personal lines insurance and a passion for selling.
• Presentation & computer skills.
• Ability to be a team player that can actively encourage open and frank communication in a team environment. Encourages a climate of teamwork through their actions; and is committed to team goals rather than personal goals.
• Positive and willing attitude.
• Susceptible to change.
• Ability to remain calm and productive under pressure.
• Methodical / analytical ability and numerical ability – able to analyse situations, form opinions, and make decisions independently, and calculations accurately.
• High level of communication skills (both written and verbal).
• The ability to proactively develop customer relationships, making efforts to listen and understand the customer, anticipating and providing solutions to customer needs to customer satisfaction.
• Computer Literacy (MS Office: Outlook, Word, Excel, Teams).

If you are interested in applying, please submit your latest CV, copies of full insurance qualification documents and DOFA document by Friday 27 May 2022.

In the event that you do not hear from us within 14 days after the closing date, assume that your application has been deemed unsuccessful.

Assured Life, a newly-licensed Financial Service Provider set in the heart of Cape Town, requires a Financial Advisor with Sales experience in the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs.

Join us today and take advantage of professional growth opportunities on offer in an environment of fun and energetic people!

REQUIREMENTS:

• Matric Qualification
• Regulatory Examination RE 5 – Essential
• FSCA recognised qualification – NQFL5
• Minimum of 2 – 5 years’ experience working in the Financial Service Industry as a Financial Advisor (Credit Life, Funeral Cover, and Life Cover)
• Expert on Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Proven sales track record as a Financial Advisor
• History of building strong relationships
• Candidates must have strong knowledge of the Debt Review industry

DUTIES INCLUDE:

• Ensuring all clients have a good understanding of Credit Life, Funeral Cover, and Life Cover
• Making sure that the financial services provided is in the best interest of the client and the business
• To ensure all associated financial services administration is completed in an effective manner to meet the group’s compliance and regulatory requirements
• Providing exceptional customer services in the insurance department
• Achieving sales targets set out by the Insurance Key Individual
• Remaining compliant on all sales, non-sales and query-related calls

COMPETENCIES REQUIRED

• Verbally fluent
• Manage relationships well
• Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)
• Should be systematic, logical and highly organized
• This position is well suited to a Financial Advisor who has proven financial product or business management experience.
• Only candidates with a solid insurance background will be considered for this role

Please Note: Correspondence will only be conducted with shortlisted candidates. Should you not hear from us within 7 days, please consider your application unsuccessful for the specific vacancy you applied for. All applications sent to us will go onto our database and once a suitable vacancy becomes available, we will be in contact with you