Location:                             Stellenbosch, Western Cape

Contract Type:                    Permanent

Job Level:                            Junior

Appointment Date:           1 September 2018 or as soon as possible

Remuneration:                   Market related

Purpose of the position:

To provide Administrative– and Financial assistance in supporting the Business Unit Manager and Sales Executives in their operations to be in line with the strategic learning objectives of the business school.

Key Responsibilities:

• Finance:
  • Budgeting:  Monitor income, expenditure and cash flow
  • Record incoming financial resources, processing of invoices and expense claims
  • Retrieve and elaboration of financial records
• Administration:
  • Act as the central point of contact for telephone, email and postal enquiries
  • Generate bulk registrations and oversee the whole client on-boarding process
  • Provide IT systems support to staff
  • Maintenance and operation of the IT network, website and systems
  • Meeting and event administration
  • Manage training calendar
  • Provide day-to-day administration for the office
  • Maintain and provide sales leads
  • Provide PA and secretarial support
  • Run regular updates and maintenance of Class of Business & Continuous Professional Development offerings and relevance to the market

Minimum Requirements:

• A Bachelor’s degree in Administration (or anything similar) – preference will be given to a post graduate qualification
• Three years’ experience in a general office environment
  Experience working in a higher education- or finance and insurance environment
• Knowledge of training in the Financial Services Sector
• Administering a Learner Management Systems
• Experience in administering of Sales

Required Personal and Technical skills:

• Highly Computer literate:  proficient with Word, Excel, PowerPoint, Outlook, internet and data entry
• Exceptional organisation, planning and administrative skills
• Self-motivated and showing initiative
• Written and well-spoken communication skills
• Ability to work in a team
• Multi-tasking and micro management skills
• Committed to deadlines and the promotion of equalities

Preference will be given to EE Candidates.

Closing date for applications:  Friday, 24 August 2018.

Only suitable applicants will be contacted.  Should you have not received a response by or on 31 August 2018 please consider your application unsuccessful.

BUSINESS TO BUSINESS (B2B) SALES EXECUTIVE

Location:                       Stellenbosch, Western Cape

Contract Type:              Permanent

Job Level:                      Professional

Appointment Date:     1 September 2018 or as soon as possible thereafter

Remuneration:             Market related

Purpose of the position:

• To identify corporate sales business opportunities by identifying prospects and evaluating their position in the industry
• Researching and analysing sales options
• Selling Class of Business and CPD product offerings by establishing contact and developing relationships with prospects
• Recommending solutions

Key Responsibilities:

• Deliver on all the national B2B activities
• Define budget, forecast and business plan
• Develop strong partnerships with top financial and insurance companies
• Collect and organise all feedback from the market in terms of competition, opportunities and trends
• Development of Sales and Customer service strategies, policies and procedures
• Produce sales reports
• Development and implementation of operating plans
• Ensure compliance with company policies, procedures and risk controls
• Achieve set sales and customer service targets in order to achieve service level standards
• Management of relationships and SLAs
• Ensure performance management is carried out correctly and regularly
•  Strive for continuous improvement in business processes, products and technology

Minimum Requirements:

• A Bachelor’s degree in Commerce or Arts (or similar) – preference will be given to a post graduate qualification
• 3 years’ Sales experience in an Academic/Insurance/Financial organisation
• A proven sales success record
• Higher Education experience
• Good technical knowledge in Education Entrepreneurship, Continuous Professional Development (CPD) in Finance and Insurance
• Good knowledge of the local market in education and training for financial and insurance brands
• FSCA Regulatory knowledge – Fit and Proper Board Notice 194
• Proof of RE1 (Advantageous) and RE5 (Essential)
• Able to travel extensively

Required Personal and Technical skills:

• High computer literacy:  proficient in Word, Excel, PowerPoint, Outlook, internet and data entry
• Innovative, creative and pro-active
• Good social and corporate network in SA
• Effective communication and Interpersonal skills
• Numeracy skills
• Passion for selling
• Competitiveness and Persuasiveness
• Results- and deadline driven
• Ability to show initiative in developing the role and to work with minimal supervision
• Emotional Intelligence

Preference will be given to EE Candidates.

Closing date for applications:  Friday, 24 August 2018.

Only suitable applicants will be contacted.  Should you have not received a response by or on 31 August 2018 please consider your application unsuccessful.

Underwriter/Personal Assistant – Westville

A reputable brokerage that specializes in short term insurance in the Westville area requires a driven individual to undertake the position of, Underwriter/PA this candidate will work directly under our director and one of our senior underwriters. The successful candidate must have excellent communication and problem solving skills.

Requirements:

• FAIS Compliant/Credits
• Proven experience in Commercial and Domestic Underwriting
• Industry Certification: RE5, advantageous/preferable
• Reliable Transport

Duties and Responsibilities:

• Policy administration
• Ensuring compliance is adhered to for all new business written
• Provide assistance within the underwriting department when necessary
• Serve the function of Personal Assistant to the senior underwriter – including but not limited to: ensuring all client queries are tended to/follow up on tasks and assist in maintaining diary
• Liaising with clients on a daily basis

The Ideal Candidate will have the following:

• Strong organizational abilities
• Excellent verbal & written communication
• The ability to multi-task
• Efficient time management ability
• Ability to work cohesively in a team

Salary: Negotiable – Candidate Dependent

If you do not hear from us within 1 week, please consider your application for this position unsuccessful.

Temporary services of an approved Category 1 Key Individual needed that complies with all the requirements as per Board Notice 194 of 2017.

The Key Individual position is for a 12J Venture Capital Company, that is only registered for shares (1.8).

Negotiable salary.

Old Mutual has been ranked the 2017 Top Employer in South Africa in both the Financial Services & Insurance categories. The Financial Adviser Graduate Position is an advice giving role to Old Mutual Customers. Based on the fact that only 6% of South African’s can retire comfortably, we have identified the need to expand our current team of advisers who focus on helping more South Africans achieve their Financial Goals. This is a unique opportunity to build comprehensive financial planning practices where motivation and personal drive are keys to success.

MINIMUM REQUIREMENTS

Grade 12 with Mathematics & English
National Diploma & Degree would be advantageous
Previous sales experience preferred
Computer Proficiency
Own car with valid Driver’s licence
If you wish to pursue a stimulating and challenging career with excellent growth, email your CV to: pfakznrecruitment@oldmutual.com

The Para-planner will be responsible for researching and analysing products to present recommendations to clients based on a thorough financial planning process.

QUALIFICATIONS, EXPERIENCE & SKILLS

• Grade 12 (Matric)
• Wealth Management or equivalent qualification  (min 120 credits NQF 5/6)
• Certified Financial Planner (CFP) would be to
  your advantage
• 5 years of wealth management experience
• Understanding of the financial planning process
• High level of technical knowledge
• Fully computer literate
• Information gathering and monitoring

COMPETENCIES

• Communication (verbal and written)
• Excellent interpersonal skills
• Attention to detail
• Analytical thinking
• Managing work (includes time management)
• Achievement orientation
• Stress tolerance

RESPONSIBILITIES

• Recording of client meeting minutes and deliverables
• Preparation of financial plans and reviews according to internal processes
• Manage and execute on various client projects
• Implementing transactions for new and existing clients by interacting with the wealth manager and administrator
• Ensure clients are updated on events and transactions
• Maintaining good record keeping
• Drafting and sending correspondence to clients and external providers
• Ensuring that client files and transactions are fully compliant
• Resolving ad hoc client queries

PERSONAL ATTRIBUTES
A self-motivated, forward thinking, enthusiastic professional with the ability to build good relationships with colleagues, providers and clients alike.