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  • Posted: Apr 22, 2025
    Deadline: Not specified
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    Africa's largest Mutual Assurance Society providing a one-stop funeral insurance and burial service solution.


    Read more about this company

     

    Financial Associate (Phalaborwa) (Pretoria)

    Description

    • Matric (Grade 12) and/ or tertiary education with 30 credits on NQF level 4
    • Comply with FAIS legislation for registration as Fit and Proper individuals:
    • Applicants who entered the industry as follows: 
    • From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009.
    • From years 2008 - 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
    • All those appointed in the industry from the year 2010 onwards require a full FAIS recognised    qualification
    • Clear ITC credit record
    • Clear criminal record
    • RE 5 will be an advantage

    Requirements

    • Grade 12
    • Marketing experience
    • Drivers’ license and have own reliable transport and cell phone (advantage)

    go to method of application »

    Department Head: Client Services (Mbombela/ Nelspruit) (Mpumalanga)

    Description

    • Monitor financial and administrative tasks such as cash collection, daily reconciliation and banking
    • Managing all aspects of personnel management and –administration such as time management, training and development, employee relations, performance management and wellness of subordinates
    • Ensure customer’s policy requests and related transactions are dealt with in accordance with policy and procedures
    • Adhere to all regulatory requirements such as FSCA, Data Protection Act, Money Laundering regulations, TCF and the Group’s policies and procedures
    • Liaison with peers, seniors and policy holders
    • Monitor Que-Management and Net Promoter Score
    • Ensure effective system maintenance and reporting any discrepancies
    • Giving feedback on all production activities
    • Identify and assess possible and potential risks and implement corrective measures
    • Report on risk, FICA and ASISA
    • Analyze and compile statistics in terms of New Business, Claims, Premium Administration, Policy Services, Debtors, Marketing, Group Schemes and Funeral Services

    Requirements

    • Grade 12
    • A suitable industry entry qualification within the requirements of the Financial Services Board
    • Comply with FAIS legislation for registration as Fit and Proper individuals:
    • Applications who entered the industry as follows: From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009
    • From years 2008 – 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
    • All those appointed in the industry from the year 2010 onward require a full FAIS recognized qualification
    • Clear ITC
    • Clear criminal record
    • RE 5 certificate
    • RE 1 certificate will be an added advantage                                                                                                                                                                           
    • Knowledge and management experience in Life Assurance industry, preferably in a Client Service/Policy maintenance environment of at least five (5) years
    • Management of a team
    • Experience in and knowledge of client service environment and policy services of at least one (1) year            

    Method of Application

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