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  • Posted: Oct 31, 2024
    Deadline: Not specified
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    Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africas leading and innovative financial institutions. These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms. Our origins go back to ...
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    Senior Project Manager

    Job Purpose

    • Manage the successful end to end planning, execution and delivery of projects, to the required business objectives within the constraints of time, cost and quality.

    Responsibilities

    • Project, Program and Portfolio Management
    • Plan and manage the delivery of projects within an area of professional expertise, using an appropriate project management methodology to give assurance that intended outcomes are achieved.
    • Ensure projects are realistically planned, organized and resourced, to deliver against requirement / project plan.
    • Project and Program Deliverables
    • Plan and lead the delivery of a range of information gathering, analysis, and stakeholder consultation activities and specify, negotiate, and agree on project deliverables.
    • Remain deliverable focused with each unique project delivering a product service result.
    • Make decisions regarding the project, in context of the project boundaries, within the overall envelope of approved time, cost and scope and is accountable for the results of the project.
    • Ensure a clear understanding of the project goals and stakeholder expectations.
    • Effectively negotiate and define scope of work with all stakeholders thereby ensuring effective delivery.
    • Project and Program Stakeholder Engagement
    • Plan and deliver stakeholder engagement activities to develop effective project working relationships and to ensure that stakeholder needs and concerns are identified and met.
    • Ensure effective communication to business owners, internal customers and other relevant stakeholders, to keep them informed, facilitate decision making, take corrective action and set direction.
    • Build working relationships with all relevant stakeholders, delivery partners and 3rd parties.
    • Ensure the effective facilitation of all stakeholders’ input.
    • Project and Program Risks and Issues Management
    • Identify and evaluate risks, issues, dependencies, and constraints associated with the project, escalating where appropriate. Where necessary, develop, agree on, and implement solutions to overcome these. Control project delivery through effective management and communication of risks, issues, expectations, scope change and decisions required.
    • Project and Program Resource Management
    • Manage the deployment of project resources, proactively managing project costs, providing forecasts, and presenting variances with narrative at appropriate review points to ensure effective utilization.
    • Motivate resources to achieve a unified approach.
    • Project and Program Reporting and Reviews
    • Draft project review reports and presentations, including key information, commentary, and recommendations to support the review process and enable stakeholders to evaluate progress and agree on change.
    • Track and report on the financial business benefit reports.
    • Project and Program Governance
    • Ensure compliance of projects to EPO project governance framework and methodology. Ensure effective and efficient project administration including project documentation, schedule planning and maintenance.
    • Continuous Improvement
    • Contribute to reviewing existing operations in own area of work and generate new ideas to assist in identifying continuous improvements.
    • 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 understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); Certification or Accreditation in a Recognised Project Methodology (Agile, Prince2/PMBOK) (Essential); 3 year Degree or Diploma in Project management (Advantageous)

    Experience

    • 5 or more years’ experience in the discipline of Project Management (Essential); Previous senior project management experience (Advantageous); Experience in Financial Services Industry (Advantageous).
       

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    Business Partner

    Job Purpose

    • As a Business Partner at TIH Advisory, you will play a crucial role in giving businesses and individuals peace of mind, through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in commercial insurance advisory services.

    Responsibilities

    • Conduct thorough needs analysis and advising clients on suitable insurance solutions.
    • Develop and implement customized insurance solutions strategies to meet clients' commercial and personal insurance needs.
    • Provide ongoing support and guidance to clients, reviewing their portfolio regularly and adjusting as needed.
    • Build and maintain strong relationships with clients through proactive communication and exceptional service.
    • Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
    • Collaborate with team members to achieve collective goals and contribute to the overall success of the organization.

    Education

    • RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates); Preferred; Short-Term Insurance certificate (preferred)

    Experience

    • Minimum 2 years of experience in financial advisory services  (Commercial & Non-life preferred); Proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations; Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients; Demonstrated ability to work independently and collaboratively in a fast-paced environment
       

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    Trainee Developer

    Job Purpose

    • Develop, create, and modify general computer applications software or specialised utility programs. Analyse user needs and develop software solutions. Design software or customise software for client use with the aim of optimising operational efficiency. May analyse and design databases within an application area, working individually or coordinating database development as part of a team. Provide development and investigative support to relevant stakeholders.

    Responsibilities

    • Carry out a range of customer support activities, including handling customer cases and enquiries that are more complex or outside the norm.
    • Contribute to development of existing and new applications by analysing and identifying areas for modification and improvement. Contribute to development of new applications to meet customer requirements.
    • 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 understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Continue to learn new languages/technologies.
    • Develop working knowledge of the organisation's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
    • Implement improvements and provide feedback on them. Use change management systems and protocols to provide routine supportive services.
    • Monitor and identify software defects and suggest corrections for approval by more senior colleagues to maintain fully functioning applications software.
    • Perform routine website/applications software tests and respond to call log process to monitor, diagnose, and correct performance issues.
    • Support implementation of required security measures such as firewalls or message encryption, monitoring performance to notify security experts of any problems.

    Education

    • School Grade 12  (Required)

    Experience

    • Basic experience of simple office / operational systems (4 to 6 months).

    go to method of application »

    Sales Consultant: Budget Insurance (KZN)

    Job Purpose

    • Inbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Needs a solid knowledge of products, their characteristics, and market as well as focus on growth of  the brand.

    Responsibilities

    • Customer Relationships Development
    • Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.
    • Customer Needs Clarification
    • Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes. 
    • Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
    • Sell Customer Propositions
    • Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Use personal expertise to propose quantities within standard operating systems, policies and procedures. Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.
    • Operational Compliance
    • Develop working knowledge of the organisation's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
    • Customer Relationship Management (CRM) Data
    • Schedule call back and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.
    • Performance Management
    • Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timeliness; use performance management systems to improve personal performance to meet SLA.
    • Personal Capability Building
    • Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
    • Sales Opportunities Creation
    • Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

    Education

    • Matric / Grade 12 or SAQA Accredited Equivalent (Essential) Regulatory Exam 5 (Advantageous); FAIS credits, CPD hours and COB (Advantageous)

    Experience

    • 2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).

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    Team Lead: BI Sales

    Job Purpose

    • To ensure individual contributors are performing against targets, while reviewing their performance and coaching them to do so to assist in achieving the required operational results.

    Education

    • Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Essential); RE5 (Essential); Class of Business (COB) (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous); A relevant Finance related degree / diploma (Advantageous)

    Experience

    • 3 or more years customer service / administrative / supervisory experience (Essential); Experience in a Financial Service Industry (Advantageous).
       

    go to method of application »

    Sales Consultant

    Job Purpose

    • Inbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Needs a solid knowledge of products, their characteristics, and market as well as focus on growth of  the brand.

    Responsibilities

    • Customer Relationships Development
    • Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.
    • Customer Needs Clarification
    • Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes. 
    • Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
    • Sell Customer Propositions
    • Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Use personal expertise to propose quantities within standard operating systems, policies and procedures. Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.
    • Operational Compliance
    • Develop working knowledge of the organisation's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
    • Customer Relationship Management (CRM) Data
    • Schedule call back and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.
    • Performance Management
    • Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timeliness; use performance management systems to improve personal performance to meet SLA.
    • Personal Capability Building
    • Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
    • Sales Opportunities Creation
    • Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

    Experience

    • 2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).

    Method of Application

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