Job Title:               Financial Advisor (Representatives)
Reports to:          Sales manager
Contract type:    Contract
Location:             Gauteng
Remuneration:  Commission + Transport Allowance for first 3 months
Level/Grade:       For office use

Company background

Maptte (Pty) Ltd is a financial services provider (FSP) registered with FSCA (FSP). The FSP is approved as a distribution channel by the product supplier, Assupol Life and Discovery Life. We are 100% grounded in what we do, purely so that your career can flourish, our values are infinite and our commitment to each and every job is absolute therefore creating broader scope of opportunities for the sales representative.

COVID-19 considerations: All Covid protocols will be observed when attending any office based interventions

Opportunities within the company

Our scope of sales in wide although we are specifically looking for insurance representatives. The representative has the potential to grow in the following areas:

• Furthering their studies in the insurance industry through fully subsidized training(RE5) and exams to become a qualified representative
• Furthering their studies in the insurance industry through fully subsidized training and exams to become a qualified key individual
• Specialized mentorship program aimed at ensuring you excel in what you do
• Expanding to other scope of sales in our company which includes cellular, information technology platforms, banking
• Promotion to key account manager within a year
• Excellent commission structure

Key Responsibilities

• Serves customers by helping them select products.
• Drives sales through engagement of customers, suggestive selling, and sharing product knowledge.
• Documents sales by creating or updating customer profile records.
• Understand customer needs and offer solutions and support
• Research potential leads from business directories, web searches, or digital resources
• Create and maintain a list/database of prospect clients
• Work with sales team to close sales

Requirements and experience

• High school qualification or equivalent – non negotiable
• Own smart phone – non negotiable
• Own laptop – non negotiable
• RE5 successfully completed will be an advantage
• 12 months or more experience in sales, experience in insurance sales will be advantageous
• Driver’s licence would be advantageous but not compulsory
• Comfortable making cold calls and talking to new people all day
• Ability to work independently or as an active member of a team
• Excellent verbal communication skills; able to demonstrate patience and enthusiasm while communicating with potential customers
• Demonstrated and proven sales results

Working conditions

• The position requires travelling to clients on a daily basis

Contact Details & Closing date

For applications and queries, please email CV to recruitment@maptte.co.za

Reference for application: Financial Advisor

Closing date: 31 December 2021.

Start date: 10 January 2021.

This position reports to the CEO and Operations Director

Retirement Fund documentation:

Work with CEO, Board of Trustees, Chairman and Principal Officer to maintain correct registration of Fund documents with FSCA.

•  Electronic submission of Rules, Rule Amendments to FSCA website
•  Maintain diarizing system to follow up and keep track of submissions
•  Answer queries from FSCA in conjunction with the relevant parties
•  Ensure documents are registered and filed in the appropriate place

Pension Funds Adjudicator

•  Retain excellent reputation and working relationship with PFA and staff set up over the years
•  Receive queries
•  Ensure the correct process is followed regarding the handling of the query
•  Report back to complainant and PFA
•  Maintain comprehensive records

Divorce Orders

•  Receive Divorce queries
•  Correspond with Lawyers and Members regarding requirements
•  Ensure Admin system flagged accordingly
•  Assist Admin to obtain correct documentation
•  Authorise payment when correct documentation received

Maintenance Orders

•  Receive Maintenance queries
•  Liaise with Maintenance Courts, Lawyers and Members
•  Ensure Admin system flagged accordingly
•  Ensure all correct documents are in place
•  Ensure payments are made in compliance with the order

General Legal matters emanating from the day to day operation of the business

Compliance and adherence to various Legislation and Acts

• Oversee, co-ordinate, and monitor the day-to-day compliance activities of the company
• In collaboration with internal stake-holders, establish a company compliance manual; maintain and supplement the manual as necessary
• Oversee internal and external audit procedures for the purpose of monitoring and detecting any misconduct or noncompliance
• Ensure that all compliance requirements and documents are in place and are being adhered to
• Liaise with external compliance consultants to perform compliance audits
• Prepare for all compliance audits provide feedback and implement remedial action
• Assist with various Key Individual duties
• Ensure client files are compliant as per FAIS requirements
• Co-ordinate FSCA site visits
• Keep record and manage CPD points of advisors as required by FSCA
• If any misconduct or non-compliance is detected, recommend a solution and follow up to ensure that the non-compliance is resolved
• Formalize and monitor a system to enable employees to report any non-compliance without fear of retribution. Ensure that the reporting system is adequately communicated to staff and that allegations of non-compliance are investigated and responded to promptly
• In consultation with the HR department, help ensure that there is a mechanism in place for disciplining instances of non-compliance
• Monitor Complaints on GIB website and ensure that all complaints are attended to timeously. Report to relevant parties and ensure complaint is resolved
• Monthly feedback to Exco

Personal Attributes:

• Excellent organisational skills with the ability to manage time effectively while managing multiple priorities
• Ability to influence people
• Commitment to honesty and professionalism and a strong work ethic
• Ability to work independently as well as function as part of a team
• Proficient computer skills

Minimum Qualifications:

•  Completed Legal degree
•  Completed FSB Regulatory Exams as required

This position reports to the Fund Operations Director

Qualifications and Experience:

• B Comm Degree or studying towards same would be an advantage
• Proficient in Microsoft Excel, V-Lookup, Pivot Tables, Word
• Knowledge of Everest operating system would be an advantage
• At least 4 years experience in Retirement Fund Administration
• Experience in management of staff

Skills required:

This position requires an energetic person who is able to work well within a dynamic team.

They must have the ability to motivate and instruct sub-ordinates and accept constructive criticism themselves. The following skills are a must:

• High standards of accuracy
• Ability to multi-task
• Ability to meet monthly deadlines
• Attention to detail
• Logical thinking and common-sense
• Ability to manage, motivate and train staff

Details of duties:

1.  Managing a team of Fund Administrators and their day to day activities
2.  Training new staff members
3.  Ensuring professional and timeous communication with clients and members
4.  Administration System testing / maintenance
5.  New client implementation
6.  Manage own portfolio of clients, including

• • Reconciling client schedules and updating member records on Everest
  • Data validation – updating member information on the system
  • Processing Investments and Disinvestments
  • Processing member switches
  • Applying for tax directives from SARS
  • Processing of benefit claims
  • Processing of Section 14 transfers / individual transfers
  • Preparation of administration / consulting reports
  • Preparation of audit information

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.

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.

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.

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!!!!!

 

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.

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, 12^th November 2021