4 jobs found in dainfern

Introduction Telesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of South Africa's leading financial long and short term insurance providers. Our portfolio includes South Africa's most loved and recognisable brands such as 1st for Women, Auto & General, Budget, Dialdirect, Virseker and 1Life. Employee Benefits Administration via our Hippo Advisory Services, which includes health insurance, provident fund and group life administration. Hippo is South Africa's first comparison website and compares insurance, other personal finance products, travel, health, money, travel, cars from a range of South African brands. We're pioneers with a hunger for the best, bringing customer-focused innovation and service excellence to the financial services industry. We're an undivided team of diverse thinkers and doers who believe in leading through technology and pushing beyond limits. Plan and conduct user experience (UX) research activities to provide input into UX design. Seek to understand the user's experience (UX) and how users interact with products or services. Uncover the motivations behind the behaviour, wants, needs, and priorities of people interacting with our brand and figure out how to make products more appealing, user-friendly and accessible. Specification Research Carry out a range of research activities either to support others or to fulfill the requirements of the role. Plan, design and conduct the usability testing process from developing user recruitment through to test moderation, analysis and reporting. Conduct research to gather insights for new product and concept developments (including user requirements gathering and early stage concept and prototype testing, guerrilla research, and other approaches to ensuring the user need is fully understood in the service design). Work with managers as required to devise appropriate research strategies to generate focused insights and to convert concepts into high quality stimulus material. Customer Needs/Experience Research Complete research and analyze data to develop and/or support a sound understanding of customer segments, trends, needs, and expectations. Customer Experiences Implementation Test new customer experiences and provide feedback for improvement. Work closely with designers and developers to turn user data into actionable product/service requirements that feed into prototype development, and influence product direction. Apply knowledge in human factors and the user-centered design process to product and service design in an iterative development environment. Data Exploration Work independently to collate and analyze data using predetermined tools, methods, and formats to create standard insights. Customer Experience Mapping Perform and implement techniques such as voice of the customer initiatives, journey mapping, and qualitative touch-point analysis to identify customer pain points, challenges, and hurdles. Model insights gained from user research into formats to enhance organizational understanding of our users such as personas and Customer Journey Maps. Insights and Reporting Contribute to the preparation of various data and analytics reports. Present findings and related design/business recommendations and customer insights to senior decision makers. Promote user centred design principles and best practice across the organisation. Administration Produce, update and provide best practice support on a wide range of MS documents, databases and other departmental systems to support the work of more senior colleagues. Personal Capability Building Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Requirements General Education Grade 12/ SAQA Accredited Equivalent (Essential); Relevant University degree (Essential) General Experience 2 to 3 years experience in conducting user interviews; analyzing quantitative and qualitative data to produce UX artefacts; managing, planning and designing; and developing and conducting usability testing sessions (Essential) *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. Employment Equity The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply. TIH is committed to an organisational culture that recognises, appreciates and values diversity & inclusion. You further consent to the relevant information being verified.

Introduction Drive and grow sales from the traditional independent and corporate brokers through leading a team of dedicated Personal Relationship Broker Consultants, resulting in an increase in VAPS market share with this segment, ultimately driving profitable growth. Specification Broker Network Business Development Initiatives Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services. Grow the business by creating a broker distribution network wide of existing TIH partnerships. Develop business cases to justify the pursuit of chosen opportunities. Ensure the effective on-boarding of broker distribution agreements aligned to internal compliance standards. Relationships Management Develop and implement a relationship management plan for new customer accounts to identify and build relationships with relevant decision makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input. Develop and maintain positive relationships with Brokers. Identify improvement areas and implement corrective measures. Project Management Deliver specified projects while working within an established program management plan. End to end project management of VAPS Broker initiatives. Drive project team to meet timelines and successful implementation. Execute management of the business case through realizing marketing and commercial objectives. Solutions Analysis Analyse current performance inhibitors and find solutions to ensure business continuity. Leadership and Direction Explain the local action plan to support team members in their understanding of what needs to be done and and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve local business goals. Performance Management Respond to personal objectives and use performance management systems to improve personal performance. Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal. Personal Capability Building Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Attend training interventions and apply training, initiative, and process changes. Look for ways to improve competency or drive results to ensure continuous and constant improvement. Improvement / Innovation Identify shortcomings and suggest improvements to existing processes, systems and procedures, then delivers a plan for a small element of a change management program with guidance from a project/program manager. Leverage all available information from our partners, the industry, and internally to ensure continuous review of departmental processes, systems and protocols to improve efficiencies. Operational Compliance Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Identify, within the team, patterns of non-compliance with the organization's policies and procedures, and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate. Ensure maintenance of the compliance framework. Ensure appropriate training and development takes place. Monitor quality assurance. Manage financial transactions of commission payments. Insights and Reporting Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations. Regularly report to VAPSCO on performance of Broker Network Channel. Requirements General Education Grade 12/ SAQA Accredited Equivalent (Essential); BCom or similar qualification (Essential); FAIS recognized qualification (Advantageous); Regulatory Examination (Advantageous) General Experience 3 - 5 years broker sales experience within the Financial Services Industry (Essential); VAPS experience (Advantageous) Managerial Experience 1 - 2 years' Experience supervising and directing people and other resources to achieve specific results (Essential)

Introduction About 1Life At 1Life Insurance we believe that insurance has the power to change lives... to help a young mother triumph over cancer or to give a family the chance to start over after the loss of a parent. If you want to ensure that you and your family have the financial protection they need against disability, illness and even death then a 1Life policy is the solution for you. All our products are only a telephone call away. We also offer our clients a financial needs analysis to ensure that they are buying the right cover based on their individual circumstances and what they can afford. About Wealthy Me Wealthy Me is a juristic representative of 1Life a registered insurer and authorised FSP 24769. Wealthy Me is perfectly poised to deliver easily accessible, high quality and affordable financial services. Our services are predominantly targeted at providing advice to affluent individuals who are permanently employed. Our vision is to be recognised as the most caring and trustworthy financial services provider by our customers. Our mission is to expand the financial inclusion agenda to ensure we reduce the wealth gap, poverty and unemployment. About the Role - Financial Planning and Wealth Expert Our clients need your financial know-how and passion. Through providing face-to-face and or virtual advice, you will partner with them to achieve lifetime financial wellness. You will have the opportunity to work with diverse population groups in various regions in Gauteng and address a full spectrum of financial needs, including life insurance, disability insurance, funeral and dread disease cover, investment and retirement planning. Specification Prospect and open markets Promote the financial planning profession and the associated brands Build strong relationships with customers Analyze balance sheet and customer financial goals Make financial planning recommendations Implement financial planning recommendations Review and monitor client portfolios Ensure regulatory compliance Continued professional development Remuneration and benefits 100% performance based Earn annuity income Tablet and internet connectivity inclusive Access to world class office space (when applicable) Requirements Experience and Qualifications Matric / Grade 12 or SAQA A Post Graduate Diploma in Financial Planning and a Certified Financial Planner Designation RE 5 (Compulsory) NQF 5 (120 Credits) At least 2 years + financial services sales experience or 2 years' experience as a paraplanner Specialist knowledge of insurance, investment, risk or health management related products (Essential) A valid driver's license with own transport (Essential) You will be required to work remotely and attend meetings in Dainfern, Johannesburg as and when required No adverse listings in accordance with FSB fit and proper regulations Disclaimers 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. Financial Sector Conduct Authority (FSCA)# competency requirements: FAIS recognized qualifications / Regulatory Examinations / Class of Business Certification and / or CPD according to your DOFA (where applicable) - 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. The Recruitment Process Telesure Investment Holdings (TIH) and its subsidiary 1Life is facilitating the end-to-end recruitment process on behalf of Wealthy Me (A tide resale agent of 1Life). All successful candidates will be directly employed by Wealthy Me and not directly by Telesure Investment Holdings (TIH) and any of its subsidiaries. Should you not hear from our team in 30 days, kindly consider your application unsuccessful.

Introduction The Team Leader contributes to the organisation's goals by successfully implementing all directives, policy and procedures according to the operational plan through supporting and sharing knowledge and skills to the team assigned to them to assist in achieving the required operational results. Specification Relate and communicate all new or revised policies, procedures and /or processes to team members to ensure they have the most up to‐date and current information. Support team members by sharing knowledge, information and problem-solving recommendation to achieve the required operational results. Coordinate individual team member's work assigned/schedules and leave requests to consistently have the required capacity within a team to meet operational requirements. Identify, assign, follow up on, review and agree to work activities of team members in accordance with operating procedures to contribute to the Management Control System. Identify practices for improvement and make recommendations to functional Business manager/General Manager for consideration. Ensure team members are knowledgeable about Telesure products and service standards. Collect and submit reports specific to team data as part of the Management Control System. Establish goals and objective for self and team and implement and measure accordingly to support or improve job performance (experience, ability, competence) by completing performance reviews and competency matrix. Ensure that the team is correctly staffed and timeously complete the requisition for recruitment and recruit for the right skill (experience, ability, competence). Manage suppliers/insurance portfolios in accordance with business requirements and operating procedures to meet operational requirements. Participate in adhoc projects and improvement processes Communicate and collaborate with other teams within the department in order to improve and/or achieve the required operational results. Deliver the Telesure Service Way through personal effort and through others Deliver on Treating Customers Fairly principles in alignment with regulatory requirements Requirements Matric / Grade 12 or SAQA Accredited Equivalent* Experience in campaign/ dialler management(Essential) Experience in the management of external debt collecting attorneys At least 4 years or more in a Recoveries Or Third Party Liabilities environment and/or debt collection on uncontacted debt Disclaimers 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. Employment Equity The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply. TIH is committed to an organisational culture that recognises, appreciates and values diversity & inclusion.