OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.

OUTsurance is a formidable player in the insurance market. As a values-based organisation we take our reputation for awesome service and innovation seriously and strive for excellence in all we do.

Overview and Purpose of the Role:

Our business product offering has grown significantly over the years which has led to the development of the face to face distribution channel for the Life and Investment business. To facilitate this model the position of OUT Financial Advisor (Face to Face) has emerged.

The incumbent of this newly created position will be responsible for growing and developing the long term insurance portfolio.

The key outputs for this role are as follows:

• New Business sales
• High level performance
• Strong selling and closing skills
• Target Driven

The OUT Financial Advisor: Face to Face Distribution must align themselves with the OUTsurance culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.

Qualification and Experience

Essential

• Completed Matric or National Senior Certificate
• FAIS credits/Full Insurance Qualifications (depending on DOFA)
• RE5 (depending on DOFA) Regulatory Exams
• Must have your own reliable transport
• Valid code B driver’s license
• 2 years long term insurance face to face sales experience / 3 years long term insurance call center experience

Responsibilities:

Build your own insurance portfolio by:

• Being able to prospect for new clients through networking, Cold calling and door – door canvasing for new business and ensuring good pipeline of business
• Effective communication with both internal stakeholders and clients
• Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients
• Providing solutions to clients by selling OUTsurance long term products aligned to the needs of the client.
• Drafting, tracking and measurement of your personal business plan
• Providing on-going service and support to your individual client base (amendments, renewals, claims etc.).
• Retention of existing business including renewal discussion in line with FAIS
• Keeping abreast with the long term insurance market changes and developments.
• Achieving/Exceeding targets consistently
• Providing feedback to line management when requested
• Attending all weekly and adhoc team meetings
• Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying
• Adhering to all quality standards and measures in place

Competencies:

• Self-starter
• Communication (verbal and written) in English
• Numerical & mathematical skills
• Team supervisory skills
• Confident and enthusiastic self-starter who can take initiative
• Must be able to work independently as well as part of a team – balances team and individual responsibility, provides and accepts feedback
• Analytical skills
• Problem-solving skills
• Relationship management skills
• Presentation and facilitation skills
• Resilience – Ability to work well under pressure in dynamic environment
• Flexible and adaptable
• Influential, concise, rational and practical communicator
• Creative flair and innovative thinker
• Relationship management
• Discretion, judgment and high levels of trust

Additional Information:

In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

Cube Advice is currently looking for a dynamic Financial Advisor between the ages of 25-35 to join their team in Gauteng.

Requirements:

• Matric / Grade 12.
• Wealth Management Qualification.
• RE5.
• 2+ years’ experience as a financial advisor within the financial services industry. No candidates still under supervision.
• Valid Driver’s license and own car.
• Must have a passion for sales and people.
• Goal driven.
• Professional.
• Great communication abilities and skills.
• Ability to work unsupervised.

Remuneration to be discussed at interview.

Do you have experience in the Financial Services Industry, have a passion to be a Financial Planner but you are struggling to build a client base and stable income stream or need mentoring and a supportive team around you? This may be the spring-board you are looking for!

A respected and trusted Boutique Financial Planning and Wealth Management Company has an opportunity in the Northern suburbs of Cape Town for an Associate Financial Advisor, (with aspirations to grow, develop and be mentored), to  become a part of and complement our value-driven team.

Key Responsibilities:

…will be to fulfil the Associate Advisor role within one of our advisory Diamond structures, providing support and back-up to the two Lead and one Senior advisors in the Diamond. Initially you will be the go-between, between the mentioned advisors and the administration team, while being developed to move into a Full Advisory role over time. This will include to following activities:-

• Sitting in and participating in client meetings with the Financial Planners
• Assisting with preparation for the abovementioned meetings, by doing Financial needs Analysis’, proposals and quotes
• Taking follow-up notes and loading instructions on our system for the admin team
• Following up on business progress
• Referring relevant clients to our Healthcare, Short-Term, Estate planning and Accounting Servics
• Maintaining our client database and keeping it up to date on our Elite Wealth software
• Following through on various client campaigns
• Being willing to learn from and be mentored by our experienced Financial Planners.

Qualifications:

You’ll use your ● passion ● relational skills ● service excellence ● natural attention to detail ● high level of responsibility ● ability to work to deadlines ● love of order ● problem-solving skills ● ability to multi-task, as well as your

• Financial Services related degree.
• Experience in the Financial Services industry, with a minimum of 2 to 5 years.
• Fluency in English, and Afrikaans or Xhosa
• Ability to maximise the use of Financial Planning software as well as MS Office programmes
•  Desire to complete your CFPÒ – if you have not done so already
•  Desire to work within a team structure.

Other Experience that would be advantageous:

• Some Financial Planning training under your belt
• Experience in the use of any Industry standard Financial planning tool

Please send your CV and a short commentary as to why you believe you are best suited to the above position, to info@corewealth.co.za by 11 February 2022.

Brokerage division holds several brokerage licenses across the world through its joint ventures and partnership companies. With over 300+ million total executions and $1,2 Trillion annual transactions volume so far, GKG has become one of the best-know brokers in the world.

This role will work for the global brokerage business line of Global Kapital Group. For our growing organization, Maru Asset Managers, we are looking for a Finance Officer to join our South Africa/Johannesburg team.

Job Description

• Preparation of management reports,
• Work with HQ finance teams closely on all matters of financial analysis,
• Provide audit reports and all supporting documents for external audit,
• Monthly analysis of budget variances with actual figures,
• Support to provide all third party and internal reporting requirements,
• Assist to department for developing and improving procedures,
• Management of payments
• Internal bookkeeping

Qualifications

• Bachelor’s Degree required (Master’s degree a plus),
• At least 5 years of experience,
• Experience in financial industry for specific FSCA requirements like liquidity report etc. would be a huge plus,
• Knowledge of JSE settlement,
• Having experience in internal bookkeeping and payments at least 3 years,
• Highly organized, careful and detail oriented,
• Able to solve complex problems in a collaborative manner,
• The ideal candidate must be meticulous,
• Fluent and professional level of English a must,
• Motivated, energetic, and eager to learn new tasks and skills,
• Defining indicative remuneration is min R25.000.

Location: Stellenbosch, Western Cape

Contract Type: Permanent

Occupational Level: Professional

Reference: BISpec_MIR

Appointment Date: As soon as available

Remuneration: Market Related

Role Description:

Moonstone Information Refinery requires the services of a Business Intelligence Specialist.

The role requires the individual to structure and analyse data for the purpose of producing reports and to develop and implement suitable BI solutions, in collaboration with internal stakeholders within the Moonstone Group of Companies.

Main Responsibilities

• Standardise data collection and interpretation within the Moonstone Group
• Make recommendations towards application analysis and data modelling designs
• Generate reports and provide Management with recommendation on data analysis findings
• Create and maintain reporting and data structures to various Business Units
• Collaborate with Management and Business Unit heads on BI needs and solutions
• Collaborate with internal stakeholders for continuous improvement and automation initiatives
• Identify opportunities to improve processes and strategies to optimise business and financial performance
• Create an internal awareness culture by providing guidance and direction on the use of data reporting, the application of BI systems and data collection processes
• Provide guidance to employees at all levels on how to make optimal use of data

Minimum Requirements

• 5+ years working experience in the field of business intelligence and business analysis
• Knowledge in the technical aspects of business intelligence, including data modelling and data management
• Intermediate to advanced expertise in the Microsoft BI solution offerings
• Formal university qualification, relevant technical qualification, BI or SQL qualifications is advantageous

Job Required Knowledge & Skills

• Understanding of the financial services field is advantageous
• Knowledge of semantic models / layers
• Knowledge of designing frameworks and data structures for reporting and analysis
• Proficient in the use of query and reporting analysis tools
• Intermediate VBA, Python or equivalent coding skills
• Advanced Power BI skills
• Advanced Excel skills (Up to date with latest developments)
• Intermediate M-Query (Power Query)
• Beginner Power Pivot
• Intermediate T-SQL
• Beginner/Intermediate Power Automate
• Intermediate SSIS (SQL Server integration services)
• Intermediate SSAS (SQL Server analysis services)
• Intermediate/Advanced DAX
• Intermediate knowledge of best practice and reporting database architecture
• Beginner/Intermediate SQL server administration skills (SSMS – SQL Server management services)

Specific Professional Competencies

• Strong business acumen and the understanding of consumer behaviour, trends, etc.
• Analytical thinking
• Attention to detail
• Adhering to principles and values
• Planning and organizing
• Decision making and initiating action
• Formulating and editing
• Networking skills
• Delivering results and meeting customer expectations
• Adapting and responding to change
• Learning and researching
• Working with people

Please note: Preference will be given to AA / EE applicants

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)
• Resume
• Qualifications
• Salary expectations
• Notice period
• Kindly quote the reference listed above

Closing date for applications: 23 February 2022

Only suitable applicants will be contacted. Should you have not received a response by 11 March 2022, please consider your application unsuccessful.

Location: Stellenbosch, Western Cape

Contract Type: Permanent

Appointment Date: As soon as possible

Remuneration: Market related

Reference: MIRInstructDesignOct21

Role Description

Moonstone Information Refinery requires the services of an Instructional Designer.

The successful candidate will be responsible for the design and development of online educational courses, by lay out the learning journey and creating engaging content for an optimal learning experience.

The Instructional Designer will report to the Manager: Digital Learning for Moonstone Information Refinery.

Job Specification

• Conceptualise, enhance and create online learning experiences
• Develop course frameworks and storyboard learning activities
• Creation and deployment of storyboarded learning activities on LMS
• Adhere to existing quality standards and guidelines when creating courses and course structures and multimedia
• Create/edit engaging learning activities based on current course content
• Create/edit supporting material/media (audio, video, simulations, role plays, games etc.)
• Provide exercises and activities that enhance the learning process using standard templates
• Devise modes of assessment, such as tests, activities or quizzes, to measure the effectiveness of the course
• Leverage capability of authoring software
• Evaluate impact of learning solutions and implement improvements as required
• Engage and maintain relationships with SME’s and related stakeholders, in order to optimise content and ensure the implementation of sound pedagogy learning methodologies
• Maintain and manage own deliverables

Minimum Requirements

• Relevant NQF Level 7 qualification
• At least 3 years previous working experience in an E-learning/ Education Technology environment
• At least 1 years’ experience in the interpretation of legislation

Required Job knowledge and Personal skills

• Strong people skills and multi-cultural sensitivity
• Ability to build and maintain working relationships
• In-depth knowledge of learning theories and instructional design models
• Working knowledge of authoring tools
• Understanding of professional development, learning principles and the ability to translate these into coherent course design, in response to organisational needs
• Project management skills
• Ability to work under pressure and meet deadlines
• Quick decision-making abilities

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

Other Important Information:

• Job is located in Stellenbosch, Western Cape at Head office in Technopark
• Remote working on a rotational schedule is made available
• Competitive Salary on offer
• Paid leave – 15 days p.a. (year 1 – escalates by an additional day per year to a max of 20 days)
• Group Cover for Death & Critical Illness

Closing date for applications: 08 February 2022

Only suitable applicants will be contacted. Should you have not received a response by 28 February 2022, please consider your application unsuccessful.

Location: Stellenbosch, Western Cape

Contract Type: Permanent

Job Level: Professional

Appointment Date: 1 February 2021 or as soon as possible

Remuneration: Market related

Reference: MoodleDev                           

Role Description

The developer team is responsible for the technology stack which serves internal and external clients. The Moodle LMS is coupled with a custom-built administration module which is integrated with the Moodle as well as other 3^rd party systems.

Duties will include maintaining the MBSE admin system codebase; developing new features for the admin system; developing plugins for Moodle; managing, developing APIs and other integrations between systems; managing and altering the MBSE and Moodle databases and helping internal and external clients with system-related issues.

The Moodle Developer will report to the Manager: Learning Technologies for Moonstone Business School of Excellence.

Job Specification 

• Responsible for developing, updating, and maintaining the PHP-based MBSE admin system codebase and related integrations
• Managing the related integrations with 3^rd party systems
• Liaise with other business units to develop efficient business processes supported by technology
• Build efficient, testable, and reusable PHP modules
• Identifying bugs and implementing effective and efficient bugfixes
• Developing server and client-side RESTful API applications including authentication
• Managing and administer Moodle LMS, and other related systems on the tech stack
• Updating and maintaining Moodle LMS including custom developed plugins and integrations
• Customise Moodle LMS, plugins and admin codebase based on MBSE requirements
• Manage user access control
• Develop required custom reports based on scoped design
• Assist with drawing and collating reports
• Assist students and clients with queries and troubleshoot technical difficulties
• Assist academics and staff with technical queries and suggest technical interventions to improve processes
• Provide information to assist with the implementation and maintenance of accreditation with various quality assurance bodies and professional bodies

Minimum Requirements

• Relevant IT related qualification (e.g. Software Engineering, Multimedia Technology etc.)
• Proof of continuous professional development (coding related courses) will be advantageous (LAMP stack, PHP, front-end technologies, API development etc.)
• At least 5+ years PHP development experience
• At least 4+ years Moodle administration experience
• At least 2+ years Moodle development experience
• Any working experience in a corporate e-learning or educational environment will be advantageous

Required Knowledge, Skills & Competencies

• Development Experience
  • Strong PHP Development (5+ Years’) experience
  • Strong knowledge of modern PHP best practices
  • Experience with custom-built LAMP stack web applications
  • Troubleshooting user and system issues and identifying bugs, while implmenting appropriate and efficient fixes
  • Experience in user authentication, SSO and authorization between multiple systems, servers, and environments (web services)
  • Development of RESTful API and client-side API server-side services
  • Agile Software Development Life Cycle knowledge
• Moodle Knowledge & Experience
  • Thorough understanding of Moodle codebase and database schema, as well as understanding of the back-end administration of Moodle
  • Extensive knowledge of the functions and limitations of the Moodle platform
  • Experience in custom plugin development
  • Experience in developing custom reports
• Knowledge & experience of Front-End Technologies such as jQuery, AJAX, CSS, HTML, VUE.js will be advantageous
• Version Control & File
  • Experience with GIT.
  • Experience with Ubuntu or Linux Command Line Interface

• Knowledge & experience in MySQL database administration, design, and development
• Reliable, focussed, goal and deadline driven
• Ability to cope and manage pressure
• Good time management and business ethics
• Stress tolerance and resilience
• Attention to detail
• Pro-active problem solving
• 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: 21 February 2022

Only suitable applicants will be contacted. Should you have not received a response by 28 February 2022, please consider your application unsuccessful

Location: Stellenbosch, Western Cape

Contract Type: Permanent

Appointment Date: 1 February 2021 or as soon as possible

Remuneration: Market related

Reference: SnrLect

Role Description

The successful candidate will be appointed as a senior lecturer and programme co-ordinator in MBSE, and will be responsible for effective implementation and management of the Higher Certificate in Short-term Insurance (NQF5) and the Further Education and Training Certificate: Short Term Insurance (NQF4), as well as providing assistance as a subject matter expert in terms of other short courses in short term insurance.

Duties will include planning, co-ordination and implementation of scheduled programme activities; development and maintenance of learning material; delivery of teaching, learning and assessment; student support and communication; record-keeping and implementation of quality measures to ensure ongoing accreditation.

The Senior Lecturer will report to the Academic Manager for Moonstone Business School of Excellence.

Job Functions

• Responsible for the effective planning, co-ordination and implementation of scheduled programme activities according to the semester calendar
• Responsible for design, development and maintenance of teaching material and assessment according to specified standards, policies and procedures
• Ongoing research and analysis to identify required updates and additions to the programme curriculum such as new legislation and new trends in practice management, products, risk management, insurance legal and technical information, etc
• Responsible for delivery of quality learning, teaching and assessment on the programme according to specified standards, policies and procedures including but not limited to moderation of online discussions, delivery of online lectures on specific course aspects e.g., Examination preparation lectures, formative and summative assessment marking and timeous feedback to students
• Receive, research, manage and respond timeously to student queries and student support requests
• Perform internal pre- and post-moderation on assessment instruments and course material where development is outsourced, or for other identified MBSE programmes where subject matter expertise allows
• Implement MBSE standards, policies and procedures for accurate record-keeping, moderation and communication of all student results.
• Stakeholder management including liaising with clients, internal staff and management and external subject matter experts and moderators to ensure effective implementation of programme
• Provide information to assist with the implementation and maintenance of accreditation with various quality assurance bodies and professional bodies

Required Knowledge & Skills

• Curriculum and programme content research, instructional design and development for online learning, and internal moderation
• Assessment design, development, moderation and implementation
• Online facilitation and discussion forum moderation, communication, digital and computer literacy
• Planning, co-ordination, project management, reporting and record-keeping
• Student support and relationship management, effective and disciplined self-management, problem solving and creativity, critical thinking, and decision-making abilities
• Subject matter expertise in short-term insurance

Minimum Requirements

• NQF Level 7 Insurance related qualification with at least 4 of the following subjects:
  • Economics
  • Strategic management
  • Leadership
  • Management
  • Finance management for non-financial managers
  • Investment management
  • Corporate Governance
  • Marketing management
• A higher NQF Level Insurance related qualification will be advantageous
• A Professional designation in short-term insurance will be advantageous
• At least 5 years’ working experience in a short-term insurance environment
• At least 5 years’ experience in a higher education or similar training environment

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: 11 February 2022

Only suitable applicants will be contacted. Should you have not received a response by 28 February 2022, please consider your application unsuccessful.

Job description:

This position will have full accountability for the underwriting of all Commercial and Personal policies, at every stage of the policy lifecycle i.e. from quote stage to amendments to renewal of these policies and will therefore require a certain level of discretion to be considered and applied.

Duties and Responsibilities (Job Specifications):

• Process and underwrite new business quotes for the intermediaries
• Responsible for large quotes – from quoting to policy issue
• Provide technical underwriting and rating advice and acceptance of risk to internal brokers across all classes of insurance business
• Provide support with referral risk, unique risk undefined or mandates
• Interpret and process technical information
• Load new policies on the system
• Do amendments to existing policies on the system
• Liaise with managers and build relationships with intermediaries
• Process policies on system for book take-overs and bulk increases
• Product & System knowledge of Santam, ONE & OMI

Position Requirements:

• Matric certificate
• RE1 or RE5 – recommended
• Minimum COP or Insurance related qualification – recommended
• FAIS Compliance: 60 credits Commercial Lines and 30 credits Personal Lines
• 3 to 5 years’ experience in the insurance industry – sound knowledge of underwriting, policy wordings, pricing and systems
• Computer literacy – Microsoft office & must be able to do system processing
• Strong attention to details
• Bilingual (English & Afrikaans)
• Good communication skills (verbal and written)
• Working on Tial system (advantageous)

Job Description

Responsible for coordinating and overseeing, managing, negotiation and settlement of the claim and is accountable for the finalisation of the claim end-to-end.   This position entails ensuring client satisfaction and general administrative duties.

Duties and Responsibilities:

• Processing of claims on systems (TIAL & ROC)
• Handle claims and deal with them efficiently and with minimum delay, in accordance with mandates conferred
• Ensure capturing of detailed, accurate information
• Ensure correct information is obtained from the customer and submitting the claim to the insurers
• Analyse and reconciliate supplier invoices and follow payment processes
• Ensure claims are finalised within set parameters (turnaround time, terms and conditions applied accurately)
• Ensure regular feedback to customers and other stakeholders, as determined by the company and/ or customer requirements
• Building and maintaining relationships, and liaising with, key stakeholders to meet job objectives
• Handle information reporting
• Take accountability for the resolution of customer complaints, with a view to customer retention
• Be innovative and use judgement to solve unique or unusual customer situations outside set parameters, with a view to customer retention
• Deliver service the BSG way through personal effort and through others
• Deliver on Treating Customers Fairly principles in alignment with regulatory requirements

Requirements:

• Grade 12
• Minimum 2 to 5 years’ experience in short term insurance claims environment – sound knowledge of claims processing, policy wordings and interpreting assessor reports
• Advanced computer literacy – Microsoft Office & must be able to do system processing
• Fully bilingual – Afrikaans and English
• Professional interaction with individuals, both verbally and written
• Analytical skills
• Attention to detail
• Effective negotiation skills
• Good assertiveness skills
• Able to work under pressure in a fast-paced environment
• Have insight when completing tasks, be detail orientated and work accurately