Active Vacancies
Search
Filters
(0 Active)
City
▼Industries
▼Date Posted
▼Your search did not return any results.
HR Officer Reference No: 2157221979 | Johannesburg, South Africa | Posted on: 03 October 2024
JOB PURPOSE:
To provide HR support to the business, including recruitment, on-boarding, IR, performance management, training administration and general HR administration and reporting.
QUALIFICATION AND EXPERIENCE REQUIRED
Matric qualification is mandatory.
Relevant HR- related degree/diploma is advantageous.
3+ years HR Officer/ HR Generalist experience (excluding internship) at a call centre.
Proven experience with end-to end bulk recruitment.
Proven IR experience with good understanding and knowledge of labour legislation and disciplinary procedures.
COMPETENCIES AND SKILLS
Ability to handle confidential information.
Basic counselling skills
Business Acumen.
Excellent organisational, planning and time-management skills.
Flexible and able to work under pressure.
Passionate about people.
Proficient in MS Office Word, Excel, PowerPoint & Outlook.
Problem solving skills.
Reliable and accountable.
Self-driven and self-motivated.
Strong multitasking and cross-functional skills.
Strong verbal, written and interpersonal communication skills.
Structured and detail orientated.
Willing to travel to Gauteng when required.
Salary: R18000 to R20000
Tied Financial Advisor Reference No: 2108831895 | Johannesburg, South Africa | Posted on: 01 October 2024
JOB PURPOSE
The Financial Advisor will be responsible for conducting financial needs analysis
for both Life and Investment planning needs, utilize extensive expertise to
provide financial advice to customers, grow client base and prospecting of new
clients.
RESPONSIBILITIES
Sales Opportunities Creation
Develop a personal network within the sales territory and represent the
organization at relevant industry events, sourcing of referrals, and
recommendations from existing customers and other contacts to identify sales
opportunities, promote the organization, and enhance its reputation.
Identify Personal Lines and Business Insurance opportunities.
Customer Needs Clarification
Consult with a range of customer representatives at different levels to identify
the outcomes they require, introducing relevant internal specialists and utilizing
their expertise to gather and analyze complex customer data, clarify mid- to
long-term customer needs, and develop and agree to a specification of customer
requirements. Conduct financial needs analysis, client portfolio analysis and
provide financial advice.
Sell Customer Propositions
Identify the products or services that best meet the customer’s stated needs, use
personal expertise to propose quantities and product configurations, explain the
selection to the customer, and invite the customer to make a purchase at the
standard price/terms and conditions of sale.
Customer Onboarding
Walk customers through the advanced/custom features of the product/service,
connecting those features directly with customer pain points.
Performance Management
Respond to personal objectives, take appropriate actions to ensure achievement
of agreed objectives and use performance management systems to improve
personal performance.
Customer Relationships Development
Develop and implement a customer contact plan to communicate product
launches and engage the potential customers in relevant sales campaigns to
build new relationships. Act as first point of contact for customer queries and
complaints and resolve these, referring complex issues to others and ensuring
that the customer receives an appropriate response.
Client & Customer Management (External)
Manage key client and customer relationships to maintain customer satisfaction,
retention of clients and loyalty.
Client Document Management
Create and ensure compliance with a company wide document management
system.
Operational Compliance
Develop knowledge and understanding of the organization’s policies and
procedures and of relevant regulatory codes and codes of conduct to ensure
own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
Develop own capabilities by participating in assessment and development
planning activities as well as formal and informal training and coaching; gain or
maintain external professional accreditation where relevant to improve
performance and fulfill personal potential. Maintain an in-depth understanding of
Financial Services Industry external regulation, and industry best practices
through ongoing education, attending conferences, and reading specialist media.
BEHAVIORAL COMPETENCIES Drives Results
Consistently achieves results, even under tough circumstances. For example,
regularly pushes self to achieve outstanding outcomes; consistently establishes
bold goals for own performance; is passionate about excellent results and
significant contributions. Shows great tenacity to complete goals/initiatives in a
timely way.
Communicates Effectively
Develops and delivers multi-mode communications that convey a clear
understanding of the unique needs of different audiences. For example, tailors
communication content and style to the needs of others. Pays attention to others’
input and perspectives, asks questions, and summarizes to confirm
understanding.
Persuades
Uses compelling arguments to gain the support and commitment of others. For
example, positions and packages ideas so that they will resonate strongly with a
wide variety of stakeholders. Uses strong logic and compelling evidence. Works
with others to find creative win-win solutions; achieves consensus through
compromise.
Instills Trust
Gains the confidence and trust of others through honesty, integrity, and
authenticity. For example, models honesty and authenticity and encourages
others to be up front with one another. Demonstrates reliability and places a
strong emphasis on the team meeting its commitments. Fairly represents others’
positions.
Ensures Accountability
Holds self and others accountable to meet commitments. For example, tracks
performance and strives to remain effective, learning from both successes and
failures. Readily takes on challenges or difficult tasks and has reputation for
delivering on commitments.
Manages Complexity
Makes sense of complex, high quantity, and sometimes contradictory information
to effectively solve problems. For example, consistently looks at complex issues
from many angles; obtains a rich and deep understanding; swiftly cuts to the
core issue; skillfully separates root causes from symptoms.
Customer Focus
Builds strong customer relationships and delivers customer-centric solutions. For
example, solicits customer feedback and data; conveys a clear understanding of
the level of service the team is providing; takes action when standards are not
met by team; aligns business process with customer needs.
Being Resilient
Rebounds from setbacks and adversity when facing difficult situations. For
example, deals effectively with crises and volatile situations. Puts people’s
failures in perspective and helps them move forward. Maintains calm in
adversity; stays objective. Uses hardships and difficult experiences as an
opportunity for personal and team growth.
Interpersonal Savvy
Relates openly and comfortably with diverse groups of people. For example,
recognizes even subtle social cues and nimbly responds to others’ needs and
preferences. Helps to defuse difficult interpersonal situations by showing high
levels of tact, sensitivity, and consideration. Builds rapport with ease.
Plans and Aligns
Plans and prioritizes work to meet commitments aligned with organizational
goals. For example, stays focused on plans and improvises in response to
changes, including risks and contingencies. Aligns own team’s work with other
workgroups’. Looks ahead to determine and obtain needed resources to
complete plans.
Action Oriented
Takes on new opportunities and tough challenges with a sense of urgency, high
energy, and enthusiasm. For example, takes immediate, decisive, independent
action to resolve issues or problems. Persists as needed. Quickly and
consistently identifies and pursues beneficial new opportunities.
Manages Conflict
Handles conflict situations effectively, with a minimum of noise. For example,
takes a positive approach to conflicts; helps dispel tension; seeks guidance and
feedback on managing conflict; delivers controversial viewpoints candidly and
sensitively; does not take arguments personally.
SKILLS Computer skills
Support business processes independently by understanding and effectively
using standard office equipment and standard software packages, while
providing technical guidance as needed.
Proficient in MS Office
Product Knowledge
Established expert in the discipline and acts as the organizations authority for
the skill area.
Life and Investment Product Knowledge
Verbal Communication
Apply comprehensive knowledge to act independently and provide guidance and
training to others on how to use clear and effective verbal communications skills
to express ideas, request actions and formulate plans or policies.
Action Planning and work scheduling
Work independently supervision and provide technical guidance when required
on how to develop appropriate plans or perform necessary actions based on
recommendations and requirements.
Writing skills
Use clear and effective writing skills independently and provide technical guidance when required on how to express ideas, request actions and formulate
plans or policies.
Customer and Market Analysis
Conduct research and analyzes data independently and provide technical
guidance as needed in order to develop a comprehensive understanding of
customer and market conditions that enables maximum return on investments.
Financial analysis
Apply concepts of knowledge / skill independently; also able to provide technical
guidance when required.
Closes Effectively
Work independently and provide technical guidance when required to arrive at
mutually beneficial commitments that help move the sales/client relationship
forward.
Effectively Presents Solutions
Work independently and provide technical guidance when required to clearly
present solutions that link directly to the key objectives and challenges important
to the client.
Aligns stated needs with solution benefits; Communicates offerings in a
compelling way; Compels clients to a desire to act; Conveys initiatives to
partners; Explains how the solution aligns with needs; Invests appropriate time
to understand core needs; Offers solutions at the optimal time.
Builds Rapport
Work independently and provide technical guidance when required to quickly
and effectively establish trust within the buying centers in the client’s
organization.
Confirms understanding; Incorporates client”s point of view; Provides relevant
context; Reinforces professional capability; Respects the client”s time; Shows
empathy with buyer”s circumstances; Shows interest in buyer needs.
EDUCATION
General Education
Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits
(NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in
Wealth management/ CFP/ equivalent (Advantageous);
EXPERIENCE
General Experience
2 or more years experience as a financial advisor within financial services
industry with dealing in upper mass market and/or affluent client segment (Life &
investment) (Essential)
ADDITIONAL INFORMATION
*SAQA Accredited Equivalent – It is the onus of the applicant to provide TIH and
its subsidiaries with certified evidence that their qualification(s) meet the
equivalent NQF level required for this role at time of application. As a registered
Financial Service Provider, we are mandated to ensure that all our
representatives are and remain fit and proper at all times. By applying for this
role, you consent to having your relevant qualification and or accreditation or
confirm that you are working towards meeting the competency requirements. You
further consent to the relevant information being verified.
Salary: R15000 to R40000
Commercial Broker (B2B Sales) Reference No: 2621327728 | Pretoria, South Africa | Posted on: 01 October 2024
The key outputs for this role are as follows:
New Business sales
Client service and management
High-level performance
The Commercial Broker: Face to Face Distribution must align itself with our culture and values of awesome service, Passion, Honesty, humanity, dynamic, and recognition.
Qualification and Experience Essential
Completed Matric or National Senior Certificate
Must have your own reliable transport
Valid code B driver’s license
2 years of 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 our short-term products aligned to the needs of the client.
Drafting, tracking and measurement of your personal business plan.
Providing ongoing 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 ad-hoc 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 a 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
Reporting Lines: The Commercial Broker: Face to Face Distribution will report directly to our Broker Regional Manager and will work closely with the wider Face to Face Distribution
Additional Information: In accordance with our Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.
Salary: R29600
Commercial Broker (B2B Sales) Reference No: 1452846313 | Johannesburg, South Africa | Posted on: 01 October 2024
The key outputs for this role are as follows:
New Business sales
Client service and management
High-level performance
The Commercial Broker: Face to Face Distribution must align itself with our culture and values of awesome service, Passion, Honesty, humanity, dynamic, and recognition.
Qualification and Experience Essential
Completed Matric or National Senior Certificate
Must have your own reliable transport
Valid code B driver’s license
2 years of 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 our short-term products aligned to the needs of the client.
Drafting, tracking and measurement of your personal business plan.
Providing ongoing 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 ad-hoc 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 a 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
Reporting Lines: The Commercial Broker: Face to Face Distribution will report directly to our Broker Regional Manager and will work closely with the wider Face to Face Distribution
Additional Information: In accordance with our Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.
Salary: R29600
Commercial Broker (B2B Sales) Reference No: 1005604070 | Durban, South Africa | Posted on: 01 October 2024
The key outputs for this role are as follows:
New Business sales
Client service and management
High-level performance
The Commercial Broker: Face to Face Distribution must align itself with our culture and values of awesome service, Passion, Honesty, humanity, dynamic, and recognition.
Qualification and Experience Essential
Completed Matric or National Senior Certificate
Must have your own reliable transport
Valid code B driver’s license
2 years of 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 our short-term products aligned to the needs of the client.
Drafting, tracking and measurement of your personal business plan.
Providing ongoing 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 ad-hoc 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 a 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
Reporting Lines: The Commercial Broker: Face to Face Distribution will report directly to our Broker Regional Manager and will work closely with the wider Face to Face Distribution
Additional Information: In accordance with our Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.
Salary: R29600
Commercial Broker (B2B Sales) Reference No: 2465066693 | Stellenbosch, South Africa | Posted on: 01 October 2024
The key outputs for this role are as follows:
New Business sales
Client service and management
High-level performance
The Commercial Broker: Face to Face Distribution must align itself with our culture and values of awesome service, Passion, Honesty, humanity, dynamic, and recognition.
Qualification and Experience Essential
Completed Matric or National Senior Certificate
Must have your own reliable transport
Valid code B driver’s license
2 years of 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 our short-term products aligned to the needs of the client.
Drafting, tracking and measurement of your personal business plan.
Providing ongoing 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 ad-hoc 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 a 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
Reporting Lines: The Commercial Broker: Face to Face Distribution will report directly to our Broker Regional Manager and will work closely with the wider Face to Face Distribution
Additional Information: In accordance with our Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.
Salary: R29600
Commercial Broker (B2B Sales) Reference No: 1331392372 | Cape Town, South Africa | Posted on: 01 October 2024
The key outputs for this role are as follows:
New Business sales
Client service and management
High-level performance
The Commercial Broker: Face to Face Distribution must align itself with our culture and values of awesome service, Passion, Honesty, humanity, dynamic, and recognition.
Qualification and Experience Essential
Completed Matric or National Senior Certificate
Must have your own reliable transport
Valid code B driver’s license
2 years of 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 our short-term products aligned to the needs of the client.
Drafting, tracking and measurement of your personal business plan.
Providing ongoing 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 ad-hoc 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 a 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
Reporting Lines: The Commercial Broker: Face to Face Distribution will report directly to our Broker Regional Manager and will work closely with the wider Face to Face Distribution
Additional Information: In accordance with our Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.
Salary: R29600
Funeral Field Sales Agent Reference No: 1411910615 | Johannesburg, South Africa | Posted on: 18 September 2024
The Funeral Sales Agent is responsible for generating leads, promoting funeral service packages, and providing compassionate and professional assistance to families in need of funeral and burial arrangements. The agent will educate potential clients on pre-need and at-need funeral services, assist with insurance claims, and maintain relationships to ensure customer satisfaction.
Duties:
Identify and engage potential clients for funeral services and products.
Conduct sales presentations to individuals and groups on pre-arranged funeral packages.
Meet or exceed monthly and quarterly sales targets by closing sales of funeral services.
Generate leads through personal networking, community outreach, and referral programs.
Guide families through the process of selecting funeral services, burial plans, and memorial products.
Provide detailed explanations of service options, prices, and payment plans.
Offer emotional support and ensure a compassionate approach when dealing with grieving clients.
Assist clients with paperwork related to insurance claims and service arrangements.
Maintain accurate records of sales, contracts, and client communications.
Prepare regular reports on sales performance and market trends.
Collaborate with internal teams (funeral directors, administrative staff) to ensure seamless service delivery.
Attend community events, funerals, and other gatherings to promote funeral services.
Develop partnerships with local organizations, religious institutions, and other relevant entities.
Utilize social media, digital marketing, and other sales tools to reach prospective clients.
Salary: R6500
Outbound Telesales Agent Reference No: 2827956206 | Johannesburg, South Africa | Posted on: 15 August 2024
Responsibilities:
Outbound Sales Calls:
Initiate outbound calls to potential customers.
Present Fibre packages to prospective customers
Address customer inquiries and objections effectively and convert into sales
Sales Conversion:
Achieve or exceed assigned sales targets.
Maintain accurate records of interactions in our CRM system.
Leverage your one year or more of outbound telesales experience to drive results.
Immediate Availability:
Candidates must be available immediately to join our team.
Candidates must have a clear crim record.
If you haven’t heard from us within a week, unfortunately, you haven’t made the shortlist.
Minimum Qualifications:
Grade 12 (high school diploma) as a minimum educational requirement.
At least one year of successful outbound telesales experience.
A proven track record of meeting or exceeding sales goals.
Team Culture:
Thrive in our collaborative and supportive team environment.
Contribute to our positive workplace culture.
Environment:
Expect a fast-paced, dynamic setting where adaptability and resilience are key.
You’ll be representing one of the country’s leading Fibre providers.
Qualities and Skills:
Sales Drive: Your hunger for success and your ability to close deals matter.
Communication Skills: Articulate, persuasive, and customer-centric.
Resilience: Telesales can be challenging; stay motivated even when faced with objections.
Team Player: Collaborate with colleagues and share best practices.
Tech-Savvy: Comfortable using CRM systems and other sales tools.
Note:
Outbound telesales experience is non-negotiable; candidates without this background need not apply.
If you’re ready to make an impact and thrive in a high-energy environment, we want to hear from you!
Salary: R7000 to R8500
Tied Financial Advisor Reference No: 2640470711 | Durban, South Africa | Posted on: 24 July 2024
JOB PURPOSE
The Financial Advisor will be responsible for conducting financial needs analysis
for both Life and Investment planning needs, utilize extensive expertise to
provide financial advice to customers, grow client base and prospecting of new
clients.
RESPONSIBILITIES
Sales Opportunities Creation
Develop a personal network within the sales territory and represent the
organization at relevant industry events, sourcing of referrals, and
recommendations from existing customers and other contacts to identify sales
opportunities, promote the organization, and enhance its reputation.
Identify Personal Lines and Business Insurance opportunities.
Customer Needs Clarification
Consult with a range of customer representatives at different levels to identify
the outcomes they require, introducing relevant internal specialists and utilizing
their expertise to gather and analyze complex customer data, clarify mid- to
long-term customer needs, and develop and agree to a specification of customer
requirements. Conduct financial needs analysis, client portfolio analysis and
provide financial advice.
Sell Customer Propositions
Identify the products or services that best meet the customer’s stated needs, use
personal expertise to propose quantities and product configurations, explain the
selection to the customer, and invite the customer to make a purchase at the
standard price/terms and conditions of sale.
Customer Onboarding
Walk customers through the advanced/custom features of the product/service,
connecting those features directly with customer pain points.
Performance Management
Respond to personal objectives, take appropriate actions to ensure achievement
of agreed objectives and use performance management systems to improve
personal performance.
Customer Relationships Development
Develop and implement a customer contact plan to communicate product
launches and engage the potential customers in relevant sales campaigns to
build new relationships. Act as first point of contact for customer queries and
complaints and resolve these, referring complex issues to others and ensuring
that the customer receives an appropriate response.
Client & Customer Management (External)
Manage key client and customer relationships to maintain customer satisfaction,
retention of clients and loyalty.
Client Document Management
Create and ensure compliance with a company wide document management
system.
Operational Compliance
Develop knowledge and understanding of the organization’s policies and
procedures and of relevant regulatory codes and codes of conduct to ensure
own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
Develop own capabilities by participating in assessment and development
planning activities as well as formal and informal training and coaching; gain or
maintain external professional accreditation where relevant to improve
performance and fulfill personal potential. Maintain an in-depth understanding of
Financial Services Industry external regulation, and industry best practices
through ongoing education, attending conferences, and reading specialist media.
BEHAVIORAL COMPETENCIES Drives Results
Consistently achieves results, even under tough circumstances. For example,
regularly pushes self to achieve outstanding outcomes; consistently establishes
bold goals for own performance; is passionate about excellent results and
significant contributions. Shows great tenacity to complete goals/initiatives in a
timely way.
Communicates Effectively
Develops and delivers multi-mode communications that convey a clear
understanding of the unique needs of different audiences. For example, tailors
communication content and style to the needs of others. Pays attention to others’
input and perspectives, asks questions, and summarizes to confirm
understanding.
Persuades
Uses compelling arguments to gain the support and commitment of others. For
example, positions and packages ideas so that they will resonate strongly with a
wide variety of stakeholders. Uses strong logic and compelling evidence. Works
with others to find creative win-win solutions; achieves consensus through
compromise.
Instills Trust
Gains the confidence and trust of others through honesty, integrity, and
authenticity. For example, models honesty and authenticity and encourages
others to be up front with one another. Demonstrates reliability and places a
strong emphasis on the team meeting its commitments. Fairly represents others’
positions.
Ensures Accountability
Holds self and others accountable to meet commitments. For example, tracks
performance and strives to remain effective, learning from both successes and
failures. Readily takes on challenges or difficult tasks and has reputation for
delivering on commitments.
Manages Complexity
Makes sense of complex, high quantity, and sometimes contradictory information
to effectively solve problems. For example, consistently looks at complex issues
from many angles; obtains a rich and deep understanding; swiftly cuts to the
core issue; skillfully separates root causes from symptoms.
Customer Focus
Builds strong customer relationships and delivers customer-centric solutions. For
example, solicits customer feedback and data; conveys a clear understanding of
the level of service the team is providing; takes action when standards are not
met by team; aligns business process with customer needs.
Being Resilient
Rebounds from setbacks and adversity when facing difficult situations. For
example, deals effectively with crises and volatile situations. Puts people’s
failures in perspective and helps them move forward. Maintains calm in
adversity; stays objective. Uses hardships and difficult experiences as an
opportunity for personal and team growth.
Interpersonal Savvy
Relates openly and comfortably with diverse groups of people. For example,
recognizes even subtle social cues and nimbly responds to others’ needs and
preferences. Helps to defuse difficult interpersonal situations by showing high
levels of tact, sensitivity, and consideration. Builds rapport with ease.
Plans and Aligns
Plans and prioritizes work to meet commitments aligned with organizational
goals. For example, stays focused on plans and improvises in response to
changes, including risks and contingencies. Aligns own team’s work with other
workgroups’. Looks ahead to determine and obtain needed resources to
complete plans.
Action Oriented
Takes on new opportunities and tough challenges with a sense of urgency, high
energy, and enthusiasm. For example, takes immediate, decisive, independent
action to resolve issues or problems. Persists as needed. Quickly and
consistently identifies and pursues beneficial new opportunities.
Manages Conflict
Handles conflict situations effectively, with a minimum of noise. For example,
takes a positive approach to conflicts; helps dispel tension; seeks guidance and
feedback on managing conflict; delivers controversial viewpoints candidly and
sensitively; does not take arguments personally.
SKILLS Computer skills
Support business processes independently by understanding and effectively
using standard office equipment and standard software packages, while
providing technical guidance as needed.
Proficient in MS Office
Product Knowledge
Established expert in the discipline and acts as the organizations authority for
the skill area.
Life and Investment Product Knowledge
Verbal Communication
Apply comprehensive knowledge to act independently and provide guidance and
training to others on how to use clear and effective verbal communications skills
to express ideas, request actions and formulate plans or policies.
Action Planning and work scheduling
Work independently supervision and provide technical guidance when required
on how to develop appropriate plans or perform necessary actions based on
recommendations and requirements.
Writing skills
Use clear and effective writing skills independently and provide technical guidance when required on how to express ideas, request actions and formulate
plans or policies.
Customer and Market Analysis
Conduct research and analyzes data independently and provide technical
guidance as needed in order to develop a comprehensive understanding of
customer and market conditions that enables maximum return on investments.
Financial analysis
Apply concepts of knowledge / skill independently; also able to provide technical
guidance when required.
Closes Effectively
Work independently and provide technical guidance when required to arrive at
mutually beneficial commitments that help move the sales/client relationship
forward.
Effectively Presents Solutions
Work independently and provide technical guidance when required to clearly
present solutions that link directly to the key objectives and challenges important
to the client.
Aligns stated needs with solution benefits; Communicates offerings in a
compelling way; Compels clients to a desire to act; Conveys initiatives to
partners; Explains how the solution aligns with needs; Invests appropriate time
to understand core needs; Offers solutions at the optimal time.
Builds Rapport
Work independently and provide technical guidance when required to quickly
and effectively establish trust within the buying centers in the client’s
organization.
Confirms understanding; Incorporates client”s point of view; Provides relevant
context; Reinforces professional capability; Respects the client”s time; Shows
empathy with buyer”s circumstances; Shows interest in buyer needs.
EDUCATION
General Education
Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits
(NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in
Wealth management/ CFP/ equivalent (Advantageous);
EXPERIENCE
General Experience
2 or more years experience as a financial advisor within financial services
industry with dealing in upper mass market and/or affluent client segment (Life &
investment) (Essential)
ADDITIONAL INFORMATION
*SAQA Accredited Equivalent – It is the onus of the applicant to provide TIH and
its subsidiaries with certified evidence that their qualification(s) meet the
equivalent NQF level required for this role at time of application. As a registered
Financial Service Provider, we are mandated to ensure that all our
representatives are and remain fit and proper at all times. By applying for this
role, you consent to having your relevant qualification and or accreditation or
confirm that you are working towards meeting the competency requirements. You
further consent to the relevant information being verified.
Salary: R15000 to R40000
KYC Administrator Reference No: 2505433924 | Johannesburg, South Africa | Posted on: 10 May 2024
Job Title:
Role Stream: Operations
KYC Administrator
Company Overview:
This is a leading banking institution committed to providing exceptional financial services to its clients worldwide. With a dedication to integrity, innovation, and customer satisfaction, we strive to maintain the highest standards of regulatory compliance. We are seeking a diligent and detail-oriented KYC Administrator to join our team and contribute to our ongoing success.
Position Overview:
As a KYC Administrator, you will play a crucial role in ensuring compliance with regulatory requirements by conducting thorough Know Your Customer (KYC) reviews. You will be responsible for gathering and verifying customer information, assessing risks associated with new and existing clients, and maintaining accurate records to support regulatory compliance efforts. This position requires strong analytical skills, attention to detail, and the ability to work efficiently within a dynamic and fast-paced environment.
Key Responsibilities:
Perform detailed KYC reviews on new and existing clients, including individuals, corporations, and other entities, in accordance with regulatory guidelines and internal policies.
Collect and analyze customer due diligence documentation, such as identification records, financial statements, and business ownership structures, to assess risk factors and ensure compliance with anti-money laundering (AML) regulations.
Conduct enhanced due diligence (EDD) assessments for high-risk clients and transactions, identifying potential red flags and escalating concerns to management as necessary.
Communicate effectively with internal stakeholders, including Relationship Managers, Compliance Officers, and Legal Counsel, to gather necessary information and address compliance-related inquiries in a timely manner.
Maintain accurate and up-to-date records of KYC documentation and assessment findings, ensuring documentation is organized and accessible for audits and regulatory examinations.
Monitor changes in regulatory requirements and industry best practices related to KYC and AML compliance, proactively identifying areas for process improvement and implementing updates as needed.
Provide training and guidance to staff members on KYC procedures, compliance requirements, and regulatory developments to promote a culture of compliance awareness within the organization.
Requirements:
Minimum Qualification: Grade 12Preferred Qualification: Relevant Certificate or DiplomaExperience Required :1 to 2 years experience in a similar environment
Proficiency in using KYC software (Hogan) and databases to conduct customer due diligence and risk assessments.
Excellent analytical skills with the ability to interpret complex information and make sound judgments based on regulatory guidelines.
Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
Detail-oriented mindset with a focus on accuracy and compliance.
Salary: R10000 to R12000
Team Lead: Technical Support (Tier 2) Reference No: 3571945686 | Johannesburg, South Africa | Posted on: 08 April 2024
To lead a team of second line technical support agents, ensuring swift and effective resolution of customer technical queries. The Team Leader will be responsible for driving customer satisfaction and retention by implementing innovative support strategies, managing team productivity, and maintaining high technical and service standards.
Minimum Requirements
Education:-Minimum of 3-year tertiary diploma in relevant field-A+, N+, ITIL and CCNA (an advantage)
Experience:-Minimum 3 years’ experience in customer operations-2 Years experience in Similar role in an ISP Advantageous-1 Year in a real-time monitoring or workforce management role (advantageous) &/or-Leadership experience (advantageous
Salary: R30000 to R45000
Outbound Collections Team Leader Reference No: 3673760265 | Johannesburg, South Africa | Posted on: 03 April 2024
JOB PURPOSETo lead, develop and coach a team of Outbound Debt Collection Agents by driving the daily and monthly production and achievement of set targets and SLAs, and providing accurate daily reporting on individual and team performance.
QUALIFICATIONS & EXPERIENCE REQUIRED
Minimum Matric qualification is mandatory.
Tertiary qualification or course in management is an advantage.
At least 5 years’ experience in a debt collection call center with minimum 2 years leadership experience as a Team Leader/ Team Manager/ Supervisor.
Experience with handling IR procedures and performance improvement processes.
Knowledge of reporting platform.
Understanding of the POPIA Regulations
Understanding of Debi check process
COMPETENCIES & SKILLS
Ability to work under pressure
Aptitude in decision-making and problem-solving
Customer Centric • Proficient in MS Office packages, especially Word and Excel
Proven ability to meet targets and deadlines
Strong leadership and coaching skills
Strong written and verbal communication skills
Taking accountability and responsibility
Salary: R15000 to R20000