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 short term 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. To facilitate this model the positions of OUTsurance Broker (Face to Face) have emerged.

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

The key outputs for this role are as follows:

• New Business sales
• Client service and management
• High level performance

The OUTsurance Broker: 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)
• Must have your own reliable transport
• Valid code B driver’s license
• 2 years insurance external sales 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
• Effective communication with both internal stakeholders and clients.
• Conduct a comprehensive risk evaluation for the client.
• Providing solutions to clients by selling OUTsurance short 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
• Developing internal/external relationships with clients.
• Continuous building of your client base hence securing future income.
• Keeping abreast with the commercial 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.

AGA Financial Services wants to enhance people’s lives through personal relationships and professional financial services. You are unique and have your own needs and priorities. We know that personalized solutions will create satisfied clients. We constantly focus on innovation, while maintaining strong ethical values. This approach creates strong trusting relationship with our clients.

Become part of a strong company where potential is revealed, and growth is inevitable and where we always give recognition. We invest in our people by offering exceptional career prospects to skilled and talented individuals who share our values of diversity, integrity, accountability, innovation, teamwork, and excellence. Get all the support and training to help you achieve your highest potential and reach for GREATNESS. We look forward to having you on board.

Key Responsibilities

Your tasks will typically involve:

• Finding and signing up new clients, investments, policies.
• Lead generations (assistance from management will be present)
• Contacting existing clients and setting up telephonic or video conferencing meetings
• Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
• Analysing information and preparing plans best suited to individual clients’ requirements
• Completing risk analyses
• Researching the marketplace and providing clients with information on new and existing products and services
• Designing financial strategies
• Assisting clients to make informed decisions
• Reviewing and responding to clients changing needs and financial circumstances
• Keeping up to date with financial products and legislation
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
•  Meeting the regulatory aspects of the role

REQUIREMENTS:

• Grade 12 (Matric) certificate
• Qualification (Degr/Dipl/Cert) with a financial/Business background will be beneficial.
• FAIS compliance
• RE5 an advantage
• CFP an advantage
• Suitable computer literacy skills
• A valid Driver’s licence and your own car
• Own Cell phone and Laptop
• Excellent communication skills (written and verbal)
• Understanding of Financial Planning
• Knowledge of insurance (short-term, health, risk and investment industry)

Disclaimer

• Attractive commission structure with incentives
• Competitions and rewards
• Internal rewards program and so much more
• Training offered

Snyman van der Vyver is expanding and we are looking for a suitable candidate to take up the position of a Personal Lines Marketer.

We are situated in the Tyger Lake Building, Niagara Street, Tyger Waterfront.

This is a New Position and duties entails amongst other

• Generate new leads
• Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
•  Analyse clients’ needs and help client choose cover that best suit his/her needs
• Finalising the business ( includes the complete process from issuing the quote, completing the application, to finalizing the business)
• Respond to clients’ insurance-related questions and issues
• Meet targets and delivering excellent client service .
• Handling of policy renewals

Qualifications and Experience

• Matric Qualification
• Insurance related qualification will be advantageous
• Completed Compliance Qualifications ( RE5 & NQF4)
• CPD compliant
• At least 5 years Personal Insurance  experience  in an operational environment
• Registered on representative register as per FAIS
• Class of business training completed

Knowledge and Skills

• Strong relationship, negotiating and networking skills
• Ability to influence
• Technical product knowledge w.r.t. Santam Personal Line Products (would be an advantage)
• Technical underwriting knowledge
• Good communication skills (verbal and written)
• Excellent inter-personal and problem solving skills
• Business skills
•  Selling
• System knowledge : Personal  Lines – PC  (would be an advantage)
• System Knowledge –  FSP (would be an advantage)

Recommendations

• In-depth Knowledge of Santam products and systems

Personal Attributes

• Decision quality – Contributing independently
• Persuades – Contributing independently
• Action orientated – Contributing independently
• Optimises work processes – Contributing independently
• Business insight – Contributing independently

Core Competencies

• Cultivates innovation – Contributing independently
• Customer focus – Contributing independently
• Drives results – Contributing independently
• Collaborates – Contributing independently
• Being resilient – Contributing independently

Seniority Level

• Mid-Level

Industry

• Financial Services

Employment Type

• Full-time

We offer

• Cost to Company package commensurate to Experience; Skills and Qualifications.
• The opportunity to join a highly reputable Company with strict adherence to our Standard Operational Procedures and a very strong Client service delivery orientation.

All CV`s can be sent to aletta@svdv.co.za – closing date 1 March 2022.

 

We are looking for a Sales Consultant with requisite qualifications per FAIS in short term and must demonstrate experience in commercial products and markets. The person must be a self starter and be able to work independently.  He/She must be driven and be willing to accept both a basic and target driven remuneration. The position is based in Johannesburg and the person will work from home and be required to travel to meet with clients and potential clients. The company is fairly new and looking to grow with the primary focus in the commercial markets.

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.