Supervisee Compliance Officer

Location:                                  Johannesburg, Gauteng

Contract Type:                       Junior Position / Internship

Appointment Date:              As soon as available

Remuneration:                      Market Related

Reference:                             SuperviseeJHBNov2021

 

Role Description

The successful applicant will be registered as a compliance officer under supervision with the Financial Sector Conduct Authority and be provided the opportunity to complete the statutory period under the supervision of a duly qualified and experienced compliance officer designated by Moonstone Compliance. This will be an ideal position for a recent graduate who wants to pursue a career in the financial services’ regulatory compliance space.

The role will provide a practical internship, during which the applicant will receive on-the-job training and mentorship in the provision of outsourced compliance and risk management services to clients in the financial services industry. The applicant will be required to assist the supervising compliance officer in executing their statutory duties. Duties will include risk identification and management, monitoring, research and administrative support functions to mitigate the risk of non-compliance with legislation and regulations.

Job Specification

  • Assist with identifying legislative risks and improving compliance awareness through risk identification, stakeholder engagement and creating mitigation and monitoring strategies to effectively scope and manage the broader regulatory risk environment
  • Assist with developing, implementing and maintaining risk and compliance documents, policies and procedures
  • Assist with the establishment and maintenance of procedures on the identification, reporting and resolution of compliance and regulatory issues
  • Assist in monitoring compliance with applicable legislation, industry developments and internal procedures
  • Conduct physical and electronic audits on clients as directed
  • Collate data and create reports in the format provided within timeframes provided
  • General client correspondence, notifications, legislative references and queries
  • Escalation of identified breaches to management
  • Liaise with clients and industry role players
  • Research as directed by the appointed Supervisor
  • Timeous achievement of supervision milestones as per supervision plan in order to facilitate self-directed growth

Skills and Attributes

Ability to read legislation, familiarity with legal terminology, work independently, function under pressure, professional presentation and approach, detail orientated, high ethical standards, a desire to learn and the ability to work to strict deadlines.

Minimum Requirements

  • Completed Law / Commerce / Investment degree; that has been recognised by the FSCA
  • Preferred: 1 – 2 years’ working experience in a compliance environment
  • Preferred: Any background in the financial services industry and legislation (FAIS, FICA, LTIA, STIA, FMA, etc.)
  • Advantageous: 1 – 2 years’ working experience, preferably in a legal or financial environment
  • Computer literacy: Microsoft Office (Word, Excel & Outlook)
  • Fluent and proficient in English; with Afrikaans being a distinct advantage
  • Must be task-oriented, be presentable and self-motivated
  • Valid driver’s license and own transportation is essential as the position will require you to attend meetings at clients’ offices

 

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

Closing date for applications: 15 November 2021

Only suitable applicants will be contacted. Should you have not received a response by 30 November 2021, please consider your application unsuccessful.

Graphic Designer

Location:                                 Stellenbosch, Western Cape

Contract Type:                      Permanent

Appointment Date:              As soon as possible

Remuneration:                      Market related

Reference:                             MIRGraphDesignOct21

 

Role Description

Moonstone Information Refinery is looking for a creative online Graphics Designer with a passion for design, as well as experience in designing media across multiple platforms and mediums.

The ideal candidate should possess an eye for compelling conceptual designs, with outstanding graphic design skills, with knowledge of paid media workflows. This position would work closely with both the Instructional Design and Marketing teams.

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

Job Specification

  • Work with the team to produce and deliver various high quality, educational graphic elements and experiences
  • Produce and deliver various high quality paid media content
  • Produce and deliver educational brochures and landing page assets
  • Present and articulate the knowledge in a simple graphical manner
  • Collaborate closely with the Instructional Design team to ensure that designs meet strategic goals set out
  • Create and maintain design assets for existing projects and manage the archiving of all assets
  • Troubleshoot and ensure quality of final output of projects
  • Provide on time delivery of graphical content for fast-paced project releases
  • Ensure that all content is proof read and checked for typographical and grammatical errors
  • Present and report at Weekly Marketing Meetings
  • Maintain the brand assets and updates when necessary.

Minimum Requirements

  • Relevant Graphic Design qualification or any other relevant courses
  • 3+ years of Graphic Design experience
  • At least 1 years’ experience designing graphics for paid media

Required Job knowledge and Personal skills

  • Applications:
    • Adobe Creative Suite: Illustrator, InDesign & Photoshop
    • MS office suite
    • Buffer social media tool
  • Creativity and focus on quality for all deliverables
  • Sound knowledge of industry basic principles and a passion for emerging technologies
  • Detail-oriented and organized with the ability to manage requirements and schedules across multiple projects
  • Ability to scope and specify project requirements
  • Eager to learn, super multi-tasking skills and thrive in a fast-paced entrepreneurial environment
  • Excellent oral and written communication skills


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
  • Compulsory: Link to online portfolio site
  • Compulsory: Please include an example of how you transformed a design brief into the final deliverable.
  • 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: 12 November 2021

Only suitable applicants will be contacted. Should you have not received a response by 30 November 2021, please consider your application unsuccessful.

Instructional Designer

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 laying 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: 12 November 2021

Only suitable applicants will be contacted. Should you have not received a response by 30 November 2021, please consider your application unsuccessful.

Insurance consultant

Job description

We are a young, dynamic and fast growing Insurance call center who are Hiring talented individuals to be a part of our sales team. We market both short-term and life insurance products, with opportunities for you to earn a basic salary and commissions through all channels! We currently employ over 200 young South Africans across the country. Join us and be part of our family!

Duties

  • Contacting potential clients and creating rapport by networking, outbound calling, using leads provided by us.
  • Fulfill all company established policy obligations
  • Call center Outbound, Underwriting and sales

Expected Traits

  • Integrity and honesty
  • Self Starter
  • Ability to work independently
  • Attention to detail
  • Strong Numeracy skills
  • Energy and driven to succeed
  • Customer focused
  • Ability to sell
  • Experience & Requirements
  • Matric
  • Fit and proper
  • Own Transport/means of travel
  • RE5
  • Class of business

Basic Salary R5000 + UNCAPPED COMMISSION

R1000 Attendance performance bonus

Please email your cvs to admin@qurius.co.za

Your applications are eagerly awaited!!!

SEE YOU SOON!!!!!

 

Short Term Commercial Underwriter

General Purpose of the position:

This is a combined sales and service position, whose primary function is to provide quality service to clients and to cross-sell within the existing book of business. The Commercial Lines Underwriter will be the day-to-day liaison between insurance companies and their designated accounts.  The Commercial Lines Underwriter will manage and control the relationships with their clients.

Main job tasks and responsibilities:

The Commercial Lines Underwriter must be Fit & Proper and must have experience in Commercial Lines insurance.  As needed, they will co-ordinate and defer to the manager, marketing staff and insurers on strategic account issues and potential problems.

Daily servicing of clients will include but is not limited to:

  • Addressing various coverage issues
  • Contract analysis
  • Exposure analysis
  • All endorsement activity
  • Routine coverage questions
  • Problem solving
  • Account renewal control in combination with the marketing staff
  • Checking and binding policies

General Client Management:

  • Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations
  • Provide consistent, accurate, timely and pertinent communication to clients through “constant touch”, phone calls, e-mails etc.
  • Respond to client inquiries/issues within the established timelines
  • Resolve/assist with any service or claims queries
  • Assist the marketing staff in the compilation of insurance portfolios for clients
  • Assist clients in making appropriate coverage changes; make each contact a marketing opportunity
  • Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly
  • Assist clients by helping to devise means to mitigate risks e.g. additional security measures
  • Update Growth Charts after the completion of all/any financial transactions
  • Follow up on survey requirements

Renewal:

  • On receipt of the monthly renewal list from their Team Leader, assist the Account Executive to market, negotiate, prepare and analyze alternative renewal options
  • Where applicable, on receipt of complete renewal instructions from the Account Executive proceed with the renewal process
  • Where the Account Executive indicates they do not require involvement, undertake the renewal procedure according to company standards and requirements
  • Develop written and electronic renewal material as appropriate
  • Input required information as necessary

All other reasonable duties which may be assigned to the employee.

Suitable candidates must meet the following minimum qualification or experience requirements:

  • Matric Certificate
  • RE5 Certificate essential
  • Relevant FSCA recognized Insurance qualification (Min NQF Level 5) essential
  • Computer skills and knowledge (Word, Excel, Outlook, Internet)
  • 3 or more years’ experience in Commercial Lines Underwriting
  • In depth knowledge of insurance coverage’s and the ability to communicate this clearly to clients and insurers
  • Fully Bilingual in English and Afrikaans

Kindly provide all supporting documents together with your CV for consideration. Should you not receive feedback within 14 days, please consider your application unsuccessful.

Short Term Insurance Sales Consultants / Financial Advisors

Integricall Insurance Brokers is looking for Short Term Insurance Sales Consultants / Financial Advisor for Midrand (6) and Durban (8)

Job Description

  • To generate new business by developing and qualifying new sales through referral / dealerships.

The must-haves / requirements

  • Matric / Grade 12
  • RE5 Completed (if more than 2 Years in the industry)
  • 150 FAIS Credits (if more than 5 Years in the industry)
  • 2 Years Sales and/or short-term insurance Experience
  • Call centre Experience advantageous

Skills

  • Fully Bilingual (Afrikaans/English/Vernacular)
  • Self-motivated
  • Can easily adapt to change
  • Able to prioritize and work under pressure
  • Professional
  • Good Communication skills
  • Peoples skills
  • Competitive
  • Committed
  • Persuasive

What Do We Offer?

  • Basic Salary
  • Commission
  • Incentives
  • Funeral Cover

If this sound like you, please e-mail us your CV to careers@integricall.co.za and we will be in touch, or you may contact us at +27 010 590 5643 or +27 11 869 2266.

Closing date for applications: Friday, 12th November 2021

Sales Executive

Location:                              Stellenbosch, Western Cape

Contract Type:                   Permanent

Appointment Date:         1 November 2021 or as soon as possible

Remuneration:                 Market related

Reference:                           SalesExecutiveMBSE

 

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/contacts 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 in order 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

 

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

Closing date for applications: 15 October 2021.

Insurance Broker Life / Short Term / Reinsurance

Nyati Insurance Brokers (Pty) Ltd was established in 2004 and has grown from strength to strength. We present in all major centres in South Africa.


Insurance Broker

Candidate should be 100% compliant with all fit and proper requirements

Must have completed RE exams, fully qualified as a Representative

Commission based remuneration

Closing date for applications: 28 October 2021

Life Insurance Broker / KI – Life

Life Broker and Life KI for Short Term Brokerage

Candidate should be self starter, fully qualified in various long term product sub-categories,

100% compliant with the fit and proper requirements,

Remuneration: Basic salary first 6 months and Commission only thereafter

Closing date for applications: 28 October 2021

Short term Insurance Representative

Short term Representative positions available at a short-term brokerage in Kimberley

Job Title: Short-term representative/underwriter
Reports to: Short-term Business Manager
Contract type: Based on performance
Location: Kimberley
Remuneration: Basic plus commission (performance-based)

Requirements and experience

  • High school qualification or equivalent – non negotiable
  • Full Qualification NQF 4 and RE 5 passed – non negotiable
  • COB in short term insurance (personal and commercial lines) – non negotiable
  • Must have been registered at FSCA as a “Representative for Advice and Intermediary services” without being under supervision – non negotiable
  • Minimum experience 3 years in a short-term broker environment
  • Excellent written and oral communication skills in English and Afrikaans; able to demonstrate patience and enthusiasm while communicating with clients
  • Use high standard in email etiquette
  • Proficient in MS Office products such as Outlook, Word and Excel
  • Driver’s licence and own transport required to meet with clients when required
  • Own smart phone – non negotiable
  • Comfortable making cold calls and talking to new clients all day
  • Ability to work both independently and as a team member
  • Ability to work unsupervised
  • Attention to detail
  • Excellent organizational, multi-tasking and time management skills with demonstrated ability to work efficiently and meet tight deadlines
  • Self-starter and initiator
  • Honesty and integrity
  • Client-orientated and taking ownership of work

The candidate will be responsible for all relevant tasks related to short-term client services

  • New business quotations
  • Drafting and ensuring FAIS compliance on policies for renewals and new business
  • Needs analysis done by site visits or from photos
  • Renewals
  • Endorsements
  • Checking policies prior to sending to clients.
  • Negotiating renewal terms and preparing documentation.
  • Negotiate claims settlement
  • Client liaison
  • Regular educational notes/newsletters
  • Other duties as may be required from time to time

Working conditions

  • Office-based but possibility of working remotely not excluded
  • The position requires travelling to meet with clients when required
  • Ad hoc telephonic stand-by on weekends and after-hours in case of client emergencies

Contact Details & Closing date

Salary negotiable on experience.

For enquiries or if you meet all the minimum requirements, please email your CV to fia@paretosa.com before on closing date of 10 October 2021.

If you have not heard from us within a 2-week period, please deem your application unsuccessful.