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

A Financial Service Provider Insurance industry in South Africa. We are a large, diversified, expanding, and transforming company. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.

This is an excellent opportunity for a passionate, driven and determined individual who wants to join a fast paced and progressive company.

REQUIREMENTS:

• FSCA recognised qualification
• FAIS compliance
• RE5
• Class of Business – Long Terms & Short Term
• Minimum of 4- 5 years’ experience working in the Financial Service Industry
• Minimum of 3 – 5 years’ experience as a Sales Manager
• Minimum of 3 – 5 years’ in insurance staff management
• Microsoft Office (Word, Excel, Outlook, PowerPoint) – intermediate
• Proven sales track record as a Sales Manager
• History of building strong relationships

DUTIES INCLUDE (but not limited to):

• Builds and maintains a high performing team which consistently delivers a “Wow” customer experience in terms of care, professionalism, knowledge and contact resolution
• Understanding the business objectives and ability to actively manage goals set by stakeholders
• Facilitates the sharing of best practice across teams to enable the delivery of high performance and the enhancement of the customer experience
• Inspires, leads, engages, coaches, develops, and motivates a team of dynamic and successful customer-facing agents to deliver the best service in the insurance industry
• Manage and improve performance by focusing on strengths in staff performance as well as development areas to identify causes and issues and to work on addressing gaps
• Manage own development to increase own competencies
• Deliver exceptional customer service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions
• Ensuring achievement of underwriting and profitability objectives through internal processes.
• Maintenance of expert knowledge on specific products, pricing, application procedure, processing, and timelines in order to drive and achieve relevant product and service targets
• Attend monthly meetings with stakeholders

PERSONAL ATTRIBUTES:

• Directs work
• Interpersonal savvy
• Plans, collaborates and aligns goals and vision
• Systematic and logical in approach

This position is well suited to a sales Manager 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.’

Wealth Integration planning, an accredited franchise of Fairbairn Consult, is seeking seasoned financial advisors to join our family. Ideally, individuals with an entrepreneurial mindset and a burning desire for growth and success. Long-Term and Short- Term advisors welcome to apply.

REQUIREMENTS:

Fit and proper

• All advisers must be fit and proper which includes qualifications (120 Credits), accreditations, CPD points up-to-date or in progress. COB where required and minimum of 2 years’ experience.
• A possible exception is where an adviser is under supervision, but only if the Franchise Principle has agreed to supervise.

Vetting

• Nothing significant must be identified during vetting.
• This includes, but is not limited to, debarments, debt, forensic matters, history of poor persistency and reputation.

Monthly income

• Our model does not suit advisers with current monthly commission earnings below R30k.

Office equipment & systems

• Laptop in good working condition (able to use Office 365).
• Reliable internet connection and ample data (Xplan and Office 365 are online applications, as are the new business submission systems for most product providers).

CRM Systems

• Commitment to be trained on and to use our CRM systems.

OUR OFFER:

•  The ability to provide solutions from multiple service providers and product lines.
•  To form part of a team that is dedicated to building an advice led practice.
•  To have your clients ring fenced with structures already in place.
• By earning from internal referrals on products that you are not accredited to advise on.
• Having fees covered for licensing, FSP fees, KI services, PI cover, product supplier contracts, the best tools to ensure proper financial planning is made easier, Astute access, Microsoft suite license, compliance monitoring, CRM systems, email accounts with the required support and consolidated commission systems that’s easy to decipher.
• Ongoing support with co-calling options with your Franchise Principle.
• Access to legal advisors and product specialists provided by the insurers to ensure clients are acquired and retained.
• Have the flexibility to work remotely.
• Tailored commission splits to suit your preference. (80%-90% splits)
• The option to transition towards RDR by charging fees to clients (with their pre-approval and signed agreement thereof).
• Be part of a team that values their Advisors first. You won’t be a number but rather an asset.

If you meet all the criteria above, are determined to succeed and prefer the best commission structures, email your CV to rjeewan@fairbairnconsult.co.za. Alternatively, you may call or whatsapp Rakesh Jeewan on 064 594 3383.

Brilliant Broker Holdings is looking for a candidate with experience in underwriting and claims handling for short term insurance, both personal and commercial lines as well as general office management from 01/07/2022.

Main Responsibilities:

• Personal Lines Underwriting.
• Commercial Lines Underwriting.
• Claims handling for both personal and commercial.
• General Office management and administration.

Main Job Description:

• Dealing directly with client queries and requests.
• Attending to amendments of policies and distribution of policy documents.
• Renewals are dealt with timeously.
• Quoting, Underwriting and Issuing of new policies.
• General administrative tasks.

Desired Applicant Qualifications:

• Registered with the FSCA for Short Term Personal lines and Commercial lines – intermediary services without supervision.
• Class of Business completed (if required under FAIS legislation).
• RE5 qualification and minimum NQF4.
• Candidate must have 5 – 10 years’ experience in underwriting and claims handling.
• Excellent administration skills and time management.
• Candidate needs to be a team player and have good communication skills.
• Candidate must be able to prioritise workload and complete tasks timeously.
• Candidate should be able to analyse situations and make decisions independently.
• High level of communication skills, both written and verbal.
• Customer care is very important, must be able to form and build relationships with existing and new client, listen to customer needs and provide solutions to ensure customer satisfaction.
• Computer literacy: MS Office, @work and quoting programmes.
• Own reliable transport.

Should you be interested in applying for the position please send your updated CV to: bbhoffice@3gi.co.za

Closing Date: 01/06/2022.

In the event that you don’t hear from us within 10 days after the closing date, assume that your application has been deemed unsuccessful.