Global & Local is looking for a highly capable person who can grow with the company in the role of an Office Manager.

Candidates are required to supply all the relevant documentation (CV & copies of qualifications) with their applications.

Responsibilities

• Oversee and support all administrative duties in the office and ensure that office is operating smoothly
• Manage office supplies inventory and place orders as necessary
• Receive and sort incoming mail and deliveries, and manage outgoing mail
• Develop office policies and procedures, and ensure they are implemented appropriately
• Assist with office layout planning and office moves, and with managing and maintaining IT infrastructure
• Identify opportunities for process and office management improvements, and design and implement new systems
• Provide other administrative support as necessary, including scheduling group meetings, maintaining calendars, doing research, and creating reports
• General office upkeep

Requirements

• Matric (or NQF L4 equivalent)
• Any relevant tertiary level qualification will be an advantage
• 2-5 years of work experience in an administrative/office management role

Knowledge skills and Personal attributes

• Must have exceptional attention to detail
• Strong organizational and time management skills, and ability to prioritise
• Must be a self-starter and driven
• Excellent communication and interpersonal skills
• Strong problem-solving skills and analytical abilities
• Must be proficient with Microsoft Office and Google products
• Must be able to manage their own time, work independently and cope under pressure.

All applications must be emailed with the subject line #OfficeManager. to info@globallocal.co.za

– Qualified and experienced medical aid and GAP administrator to service our existing client database of over 2000 members.

– Minimum 5 years experience.

– Must meet the FAIS Fit & Proper requirements.

– Must be accredited with the CMS.

– Must have the required FAIS qualifications: RE05, NQF5/6 and must be registered with the FSCA for Categories 1.2 and 1.16.

– Vast experience dealing with all medical schemes and GAP providers especially Discovery Health.

– Well presented, well spoken, team player, professional, excellent organisational and communication skills

 

Financial Para Planner Administrator/Junior Financial Advisor

Ideal for a young graduate B.Com (Financial Planning)

• Salaried position, Office based

Job specification:

• Assist Advisors pre and during financial planning meetings
• Preparation of investment proposals
• Client Compliance
• Financial planning modelling
• Advice recording and implementation of recommendations
• Analysing of the investment portfolios with model software support
• Assist financial advisors with investment related queries
• Reviews of client’s portfolio, tracking and monitoring service dates, Scheduling of review appointments.
• Datamining existing clients and client development
• Estate planning and administration support
• Medical Aid and Group Scheme administration

NO EXPERIENCE NECESSARY if you have your Financial Planning qualification or busy with the course.  If you are not qualified, your experience in the sector will be important.

Underwriting opportunity in Short Term Insurance with a well establish Short Term Insurance Brokerage:

– Salary will be based on qualifications and experience.

– Dynamic commercial/ personal short-term insurance underwriters needed.

– Must be able to work independently and have at the very least have three years’ experience in the industry with RE exams behind them.

– Proof of qualifications and regulatory exams is a pre-requisite.

Qualifying requirements:

– A recognized qualification as per the FSCA list or if prior to 2009 60 credits at NQF Level 4.

– Regulatory exams : RE 1

(RE 5 would be a bonus)

– Compliant with FAIS and Continuous Professional Development (“CPD”) requirements as set out in the Determination of Fit and Proper Requirements for Financial Services Providers, 2017, in respect of the current CPD cycle. 18 hours proven in a competence register with evidence of CPD activities

– Have no criminal record and not been declared insolvent by a court of law or in the process of being declared insolvent.

We are looking for experienced commercial and or domestic underwriters. The successful candidate must have experience in all classes of insurance and be able to produce accurate and professional work.

Responsibilities:

– Retention of existing business.
– Request quotations for clients and closing thereof.
– Follow up on underwriting.
– Advising clients on their short term insurance needs.
– Renewals of policies.
– Developing relationships with clients, product providers, colleagues etc.
– Dealing with service providers.
– Attending job specific training.

Please note the minimum requirements for this position is as follows :

* Very good communication skills (both written & verbal: Minimum requirement: English & Afrikaans).

* NQF Level 4 in Short-Term Insurance Commercial Lines (complete full qualification as set by regulation – 150 credits) will be to the advantage of the applicant.

* Successfully completed the RE Examination Level 1
Relevant working experience essential

Competencies:

~ Negotiating skills
~ Interpersonal skills
~ Problem solving and analysis
~ Cross functional awareness
~ Plan, organizes and follow ups
~ Seeking sales opportunities
~ Computer literacy

Should you not be contacted for an interview within 4 weeks, please accept that your application is unsuccessful.

Please forward your CV to: charmaine@dkdv.co.za

Introduction

Well established, fast growing Financial Services Provider with a national footprint is looking for dynamic, representatives that are self-motivated, presentable and hardworking with a passion to help people, to join our dynamic team.

Duties, responsibilities and personal attributes

• Identify and explore potential or possible sales opportunities in the Financial Services Industry
• Maintain superior level of product knowledge about the financial products the companies are accredited and authorized to market.
• Meet monthly and annual sales targets
• Must be a team player
• People’s person
• Self-motivated
• Must be able to manage time
• Must comply to the legislation, regulations and rules at all time
• Commission driven
• Willing to study and achieve the necessary qualifications
• Must be able to work independently
• Must have a reliable vehicle
• Must have a Computer/Laptop and Printer
• Cell Phone is compulsory with sufficient airtime and data

Desired Experience & Qualification

• Matric Certificate (Compulsory)
• Regulatory Exam for Representatives 5 (RE5) (An advantage)
• Appropriate National Qualification Framework Level 5 (NQF5) (An advantage)
• Some experience in the sales environment (An advantage)
• Must be Fit and proper in accordance with FAIS (An advantage)
• Preference will be given to candidates that have experience in the medical scheme, short-term and long-term environments.

Package & Remuneration

Unique Commission structure with recurring income and unlimited earning potential

Interested?

Send your CV to:

Manage All Financial Services Provider

Ricardo Ferreira
829 Rubenstein Drive
Moreleta Park, Pretoria, Gauteng

https://manageall.co.za;  Ricardo@manageall.co.za; Alre@manageall.co.za

POSITION PURPOSE:

Sales executives are the key point of contact between an organization and its clients: answering queries, offering advice and introducing new products. Performing a wide range of administrative and support activities which require methodical and meticulous thinking in order to generate and monitor risk benefit plans, estate plans, retirement and investment plans, following the 6 steps of Financial Planning to ensure the successful preparation of client files for client appointments, working hand-in-hand with the Financial Advisors.

 

Minimum Education / Experience / Knowledge required:

• Grade 12 (Matric) qualification
• Full Tertiary Qualification acknowledged by the FSCA is essential (i.e. BCom)
• Post Graduate qualification in Financial Planning will be advantageous
• Certified Financial Planner Status (& Membership through FPI) will be advantageous
• RE5 examination non-negotiable
• Be fully bilingual (English & Afrikaans)
• Driver’s License and Own Reliable Vehicle Essential
• In-depth short-term insurance knowledge essential
• In-depth long-term insurance knowledge essential
• Class of Business: Long Term Insurance (if DOFA date is after 1 April 2018)
• Class of Business: Pension Fund Benefits (if DOFA date is after 1 April 2018)
• Class of Business: Investments (if DOFA date is after 1 April 2018)
• Class of Business: Long- & Short-Term Deposits (if DOFA date is after 1 April 2018)
• Class of Business: Health Service Benefits (if DOFA date is after 1 April 2018)
• Proven Track record of relevant Continuous Professional Development (CPD) in the previous and current CPD cycles
• Product Specific Training Certificates of all products previously marketed and or worked with
• Computer skills and knowledge (especially of Word, Excel, Outlook, Internet) and knowledge of operation of standard office equipment
• Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping
• Knowledge of principles and practices of basic office/administrative management
• Life Assurance products – Know the different types of insurance products, limits and restrictions.
• Tax implications and benefits – How tax will be applied in the event of retirements / death / disability; fringe benefits and when benefits will be tax deductible.
• Investments – Know and understand how to read market movements / fluctuations; income revisions and portfolio rebalances / switches).
• Commission structures – Different commission applies to different products therefore it is vital that the correct commission is applied. Know the difference between the maximum and minimum on each product.

 

Main duties and responsibilities:

• Preparation of all Compliance related documentation
• Collect and collate all Client information / data from various solution providers and collect and collate any further information that may be required by the Financial Advisor
• Request various quotations and cost estimates and comparative tables where required
• Provide a research function for the financial advisors and assist in collecting relevant data
• Prepare Financial Needs Analysis where required
• Organizing sales visits
• After confirmation by financial advisors and client prepare final documentation Recommendations / Record of Advice for both risk benefit and investment solutions.  Maintaining accurate records. Effective communication of the Record of Advice to the client after approval
• Submit new business instructions to the Life Department New Business Processor
• Generation of reports, proposals, recommendations for onward delivery by the financial advisors
• Preparation of reports and monitoring of investments to the financial planners who will interact with the clients
• Ensuring regular and timeous client reviews and feedback on relevant matters
• Recommend enhancements to office procedures in the interest of the client and brokerage
• Interact with the financial planners to ensure a constant flow of communication and improvement of service levels to clients
• Training will be given for the effective use of in-house IT systems, resources and processes
• Reviewing sales performance and aiming to achieve monthly or annual targets
• All other ad hoc duties as and when required

 

Note: Should you not receive a response to your application within 14 days, please consider it unsuccessful.

POSITION PURPOSE:

Sales executives are the key point of contact between an organization and its clients: answering queries, offering advice, and introducing new products. A Short Term and Life Sales Executive will apply in-depth knowledge of risks and the insurance market to find and arrange suitable insurance policies and cover for a portfolio of clients. Such person will act as an intermediary between clients, and insurers ensuring clients’ needs are adequately covered in all aspects. To provide service excellence daily, embracing the brand and being a true ambassador of the Company values and ethics. Facilitate the finalisation of sales, increasing company profits, meeting, and exceeding allocated targets. Finding appropriate solutions which require methodical and meticulous thinking to generate and monitor risk benefit plans, estate plans, retirement, and investment plans and always in alignment with the 6 steps of Financial Planning.

 

Minimum Education / Experience / Knowledge required:

• Grade 12 (Matric) qualification
• Full Tertiary Qualification acknowledged by the FSCA is essential (i.e. BCom)
• Postgraduate qualification in Financial Planning will be advantageous
• RE5 examination non-negotiable
• Be fully bilingual (English & Afrikaans)
• Driver’s License and Own Reliable Vehicle Essential
• In-depth short-term insurance knowledge essential
• In-depth long-term insurance knowledge essential
• Class of Business: Short Term Personal Lines (if DOFA date is after 1 April 2018)
• Class of Business: Short Term Commercial Lines (if DOFA date is after 1 April 2018)
• Class of Business: Long Term Insurance (if DOFA date is after 1 April 2018)
• Class of Business: Pension Fund Benefits (if DOFA date is after 1 April 2018)
• Class of Business: Investments (if DOFA date is after 1 April 2018)
• Class of Business: Long- & Short-Term Deposits (if DOFA date is after 1 April 2018)
• Proven Track record of relevant Continuous Professional Development (CPD) in the previous and current CPD cycles
• Product Specific Training Certificates of all products previously marketed and or worked with
• Computer skills and knowledge (especially of Word, Excel, Outlook, Internet) and knowledge of operation of standard office equipment
• Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping
• Knowledge of principles and practices of basic office/administrative management

Main duties and responsibilities:

The Sales Executive has experience in Short- & Long-Term Insurance. They will provide solutions in the Short-Term Arena for personal & commercial lines insurance as well as offer all products and auxiliary policies in the Life Insurance Arena.  They are an extension of the brand and should ensure the client receives the utmost service excellence in every area as needed, they will co-ordinate and defer to the manager, marketing staff and insurers on strategic account issues and potential problems. Daily sales approach of all new and existing leads will include but is not limited to:

Short Term:

• Collection of information from prospective client – Lifestyle questionnaire completed/current schedule obtained
• Analysis of current cover
• Quotations requested from panel of insurers
• Follow up on quotation if out of SLA
• Ensure rates & quotations are competitive or negotiate lower rates
• Check quote comparison proposals, recommendation on cover made
• Presenting quotations to clients in person/telephonically
• Maintaining contact with clients, follow up for feedback on quotes/information outstanding
• Complete all Compliance documentation with client & ensure FICA requirements are met
• Record of Advice completed
• Problem solving
• Source new leads
• Identify cross-selling opportunities not yet identified
• Stay up to date with market trends, identify alternative service providers, workshops of product providers
• Ensure targets are met

Life:

• Analysis of current portfolio
• Collection of information form prospective client – Lifestyle questionnaire completed/current schedule obtained
• Preparation of all Compliance related documentation
• Collect and collate all Client information / data from various solution providers and collect and collate any further information that may be required
• Request various quotations and cost estimates and comparative tables where required
• Research and assist in collecting relevant data
• Prepare Financial Needs Analysis where required
• Organizing and Attend sales visits
• After confirmation from the client prepare final documentation Recommendations / Record of Advice for both risk benefit and investment solutions.  Maintain accurate records. Ensure the effective communication of the Record of Advice to the client after approval
• Generation of reports, proposals, recommendations for presentation to the Client
• Preparation of reports and monitoring of investments in order to provide the correct and accurate information to the clients
• Ensuring regular and timeous client reviews and feedback on relevant matters
• Consistently Interact with Clients to ensure a constant flow of communication and improvement of service levels to them
• Reviewing sales performance and aiming to achieve monthly or annual targets

General Client Management & Renewals/Reviews:

• Identify upsell opportunities
• 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
• Assist clients in making appropriate coverage changes; make each contact a marketing opportunity
• Inform and educate clients about coverage, exclusions and exposures and risks; document electronic files accordingly
• Assist clients by helping to devise means to mitigate risks e.g. additional security measures
• Monitor and review client satisfaction
• Maintain up to date records of communication with clients
• All other ad hoc duties as and when required

 

Note: Should you not receive a response to your application within 14 days, please consider it unsuccessful.

Position                      :                       Compliance Manager

Reference no.          :                       LLI/13/21

Company                   :                       Long Life Insurance (Pty) Ltd – Durban

Salary                         :                       Market related

INTRODUCTION:

As a newly licensed Microinsurer in the funeral insurance sector, Long Life Insurance is looking for the right candidate to become Compliance Manager.

This innovative company aims to become the insurer of choice among FSPs in the funeral sector by supporting and assisting FSPs distributing its products by improving their own businesses as well as their levels of compliance through technology and integration between insurer and FSP software.

JOB REQUIREMENTS:

• Graduate / Postgraduate degree in Commerce and / or Law or related qualification. e. B.Com Risk Management, or an equivalent degree/qualification / BComm/LLB or Advanced Diploma.
• Relevant Regulatory exams as required under FAIS (i.e. RE1 & RE5)
• Minimum of 3 years of experience in compliance management within the financial services environment.
• Funeral Insurance / Microinsurance understanding / experience beneficial.
• Understanding of the role of IT in business is recommended.
• Must be familiar with recent changes in insurance and financial services related legislation.
• Experience in drafting and managing binder, intermediary and outsourcing agreements.
• Experience in product design in Long Term Insurance. Funeral Sector experience is beneficial.
• Must have been approved as a Compliance Officer by the regulator.

SKILLS REQUIRED:

• Understanding of how a business achieves its goals and objectives
• Emotional Intelligence
• Attention to detail
• Good technical and report writing skills
• Excellent administration and organisational skills
• Be an analytical thinker with an investigative instinct
• Ability to work with individuals across all levels of the company – with both internal and external stakeholders
• Coaching and mentoring of others
• Good computer literacy
• Ability to prioritize and multitask

DUTIES AND RESPONSIBILITIES:

The candidate will be required to deal with internal stakeholders including various management structures, and various regulatory bodies, as well as external stakeholders including the FSPs who distribute the insurer’s products.

• Ensure the company’s daily operational compliance activities are planned, organized and controlled, including compliance self-testing programmes.
• Assist with interpretation and clarification of regulations through interaction with regulatory agencies and legal counsel.
• Provide knowledge and technical expertise to management with regards to product development.
• Offer technical assistance and resources with regards to implementation of legal or regulatory requirements.
• Monitor and maintain a compliance database of regulations and procedures and ensure that related policies and procedures are documented, implemented, communicated and followed.
• Liaise with the Customer Services Manager to identify compliance gaps and assist with running projects regarding Treating Customers Fairly (TCF).
• Provide advice on compliance issues to executive management and the Audit and Risk Committee.
• Offer consultation and guidance for establishing risk-mitigating controls.
• Monitor and assess internal compliance controls to ensure that they conform to regulations and perform compliance audits.
• Liaise with product distributors / FSPs selling the Insurer’s products to monitor that compliance levels meet the Insurer’s standards.
• Conduct Fit and Proper Assessment as needed within the company and review fitness and propriety of FSPs.
• Identify areas of compliance vulnerability and where deficiencies are found, issue corrective action notices to management and ensure the implementation of corrective actions.
• Provide the compliance department of the insurer and those of FSPs selling the insurer’s products with leadership and training.
• Participate as required on relevant committees and in various audits and report on progress in compliance efforts to the relevant subcommittees and senior management.
• Submit relevant compliance reports to the FSCA.

CLOSING DATE: 30 April 2021

SPECIAL INSTRUCTIONS:

• A comprehensive curriculum vitae with a minimum of three (3) traceable references must be submitted
• Certified copies of qualifications, driver’s licence and ID must be submitted
• All applications will be subjected to a vetting process
• Applications must be submitted to: thobile@longlife.co.za
• EE/AA targeted position

Location:                                 Pinelands, Cape Town

Reference:                               MIR-INVADMINCPTApr2021

Contract Type:                       Permanent – Part time

Seniority Level:                     Junior/Entry-level

Appointment Date:              As soon as possible

Remuneration:                      Market related

Role Description

Our Company, a service provider to the Financial Services Industry has a permanent part time position available as an Invigilator Administrator at our Examination Centre in Pinelands, Cape Town.

This position would require the individual to work 2 days per week, Monday and Friday ONLY, 08h00 – 16h30. 

The main purpose of this position is to host the different types of Exams/Assessments/Workshops (paper and online format) offered by Moonstone within a secured environment according to the Rules and Regulations as stipulated by the FSCA and CHE/QCTO/INSETA (Quality Assurance Bodies).

The role reports to the Manager: Exam & Safety Administration for Moonstone Information Refinery.

Job Specification

1. Hosting of different types of Exams/Assessments/Workshops within a secured environment
2. Providing support to the examination process i.t.o:
   • efficient administration of examinations/assessments/workshops (paper and online format),
   • the preparation of candidate/delegate entry,
   • briefing of candidates,
   • candidate invigilation (maintaining the proper conduct of a particular examination in accordance with the exam regulations),
   • the distribution of examination materials and
   • the collection of the examinations

Minimum Requirements

• Matric and/or Relevant Tertiary qualification
• Experience working or studying in a higher education environment is advantageous
• 5 years’+ experience in an office administration related role
• Knowledge and experience of relevant software applications – Intermediate experience in Microsoft Office Suite, Windows applications (for example Teams), Internet and e-mail
• Fully Bilingual (English & Afrikaans) – Proficient in spelling, punctuation, grammar and other English/Afrikaans language skills.

Skills, Competencies & Personality traits

• Ability to organize, prioritize and manage workload in order to meet deadlines
• Ability to demonstrate excellent problem-solving skill with the day-to-day challenges
• Ability to be methodical, detail-oriented and maintain a high level of accuracy
• Ability to communicate effectively both orally (briefing groups) and in writing
• Ability to establish and maintain co-operative and positive working relationships with management and team members
• Ability to take ownership of all administration procedures and identify areas of improvement
• Ability to work under pressure
• Ability to demonstrate excellent interpersonal skills with high focus on client service
• Ability to demonstrate excellent time management skills

The successful candidate must be able to conduct him/herself in a professional manner at all times. Must have the ability to interact with clients and communicate effectively as well as be reliable and trustworthy.

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 tell us how you will be a good candidate for this position)
• Resume
• Qualifications (if applicable)
• Salary expectations