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At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for know...
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Purpose
Minimum Experience
- 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level
Additional Requirements
- Must have strong group risk benefits experience, at least 3/5 years dealing with corporate intermediaries.
FAIS Requirements
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Key Responsibilities
- Driving of new business growth and retention for existing clients
- Formation of strong relationships with existing intermediaries and clients
- Create plans and strategies to grow existing customer base and also look for new markets / opportunities.
- Proactively sourcing new business quotes by building a pipeline of opportunities
- Ensuring the processing and delivery of tasks allocated to you
- Negotiation skills: Negotiating terms, conditions and rates that will lead to securing of new business.
- Query resolution. Good at problem solving
- Excellent communication, negotiation and sales skills.
- Achieve new business targets
- Achieve retention targets
- Establishment of new partnerships and Joint Ventures
- Weekly activity reporting i.e. Pipeline, Anticipated deal
- Ongoing broker/client visit planner
Process
- Make recommendations to existing products based on market needs, product performance and competitor analysis to increase sales volume and profitability.
- Ensure business retention through the development of applicable sales techniques such as rate negotiations, product comparisons; changing perceptions.
- Review the effectiveness of operational org. performance processes and procedures and make improvement recommendations.
- Determine operational feasibility by evaluating analysis, problem definition, requirements, solution development and proposed solutions.
- Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
- Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
- Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
Customer
Finance
Learning and Growth
Governance
Competencies
- Customer service orientation.
- Planning and organising.
- Good written and verbal communication skills.
- Results orientation.
- Comprehensive Group Risk products knowledge.
- The successful incumbent will be expected to ‘hit the ground running’.
- Innovative thinking
- Deciding and Initiating Action
- Delivering Results and Meeting Customer Expectations
- Coping with Pressures and Setbacks
- Adhering to Principles and Values – 100% committed to the Liberty Values
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Purpose
To coordinate, administrate and manage various training and development interventions. Also, taking care of all logistics related to the Regional Development Team, including but not limited to booking of travel arrangements, ordering of stationary, arranging team meetings and functions, arranging and approving catering and allocating costs to the relevant cost centres. Monthly budget tracking and ensuring correct costs allocated to the correct cost centres and accounts form an important role of this position.
Minimum Qualifications and Experience
Qualifications
- Further Education and Training certificate
Experience
- 2 – 3 years in a similar environment
Key Responsibilities
- Registration and enrolment of delegates for various training and development interventions
- Maintain the Learning Scheduler.
- Scheduling of sessions Monitoring completion status of interventions.
- Register-creation.
- Learning university access generation
- Training site access generation and related query resolution
- Planning and scheduling of Regional Interventions.
- Coordinating classrooms and facilitators.
- Resolving related system, program, and general queries
- Communication with field, Sales Leaders, and Delegates
- Daily reporting on activity, attendance, and results of interventions.
- Coordinating accreditation schedule and the opening and closing of accreditation requirements
- Generation and distribution of individual performance reports
- Completion audits, monitoring and communication with field and delegates.
- Booking of travel arrangements.
- Ordering of stationary
- Arranging team meetings and functions
- Arranging and approving catering and allocating costs to the relevant cost centres.
- Monthly budget tracking and auditing of cost allocations – correct cost centres and accounts.
Competencies
- Relationship management and networking.
- Ability to interact with customers in an effective and efficient manner.
- Readily maintains open and consistent communications with others.
- Interact with others in an effective and efficient manner.
- Ability to participate as a team member.
- Analytical skills & attention to detail.
- Able to systematically identify, analyse and resolve existing and anticipated problems.
- Problem solving and analysis.
- Attentive in basic, routine, repetitive tasks.
- Manages time well, ensuring objectives are achieved on time and at the right level of quality.
- Ability to organize, plan and coordinate activities related to duties and responsibilities.
- The appropriate use of systems and methods to convert, store, protect, process, transmit and retrieve information.
- Knowledge of learning and development field.
- Self-motivated.
- Business Acumen
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Purpose
Responsible for leading and continuously improving The IT Service Management capability looking after an information technology functional operating model and framework in a broadly defined group functional strategy; enabling horizontal alignment, implementation, and adoption.
Key Responsibilities
- Engages in problem solving sessions with team leads on how to develop long-term strategies and roadmaps which are congruent with the Agile approach.
- Maintain information on the resolution of major incidents and ensures this is communicated to all stakeholders.
- Develops relationships with customers at the highest level to identify potential areas of mutual commercial interest for future development.
- Be the escalation point for the Service Desk around incidents to ensure that high impact incidents are proactively managed as they occur.
- Drive, Execute, Own and Manage the Incident Management Process by facilitating the recovery of all Sev1/Sev2/3 incidents.
- Proactively manage incidents to satisfactory resolution in a timely manner, ensuring minimal business impact, and initiate escalation procedure as appropriate.
- Providing correct communication and reporting to key stakeholders.
- Need to drive satisfactory resolution with the resources from IT support groups and Business by owning the incident lifecycle to ensure that IT SLA’s to Business are met.
Additional Key Responsibilities
- Understand the impact of incidents on SLA targets, allowing prioritization and direction to intervene when the process breaks down.
- Manage Crisis Meetings to ensure that Incidents are resolved within the agreed SLA’s.
- Identifying underlying causes of incidents and preventing recurrences.
- Developing workarounds or other solutions to incidents.
- Submitting change requests to Change Enablement as required to eliminate known problems.
- Assist to schedules awareness sessions to educate the Service Desk/Technical teams about the importance of incident logging and resolving incidents.
- Manage escalation for Incidents during and after business hours when required.
- Attend Change Management and Steering Committee meetings.
- Coordinate Problem Management task team and Post Review Board (PRB) meeting.
Minimum Experience
Minimum Qualifications
- Matriculation Certificate.
- National Certificate in Information Technology - Technical Support - Level 4.
- IT Service Management Certification (ITIL4) will be an added advantage.
- Governance framework certification (Cobit) will be an advantage.
- Bachelor's Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences advantageous.
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Purpose
- To deliver finance debt administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Qualifications and Experience
Qualifications
- Matric
- Debt Collection certification ( Any level)
- Paralegal certification(advantageous)
Experience
- 2-3 years' experience in Debt Management/Commissions or Contracting
- Knowledge of Liberty systems and processes specifically SRS
- Excel knowledge intermediate/Advanced
- Working with Attorneys and Debt Collectors will be an advantage.
Key Responsibilites
- Build solid relationships with Branch Managers within all the regions. Highlight high risk accounts and give recommendations.
- Formulate strategies to leverage the AOD process when Advisers terminate. Make telephonic and electronic contact with active Advisors.
- E-mail Commission statements and electronic recons to active Advisors.
- Secure repayment or settlement plan by obtaining: AOD(Acknowledgement of Debt),PTP (Promise to Pay) and NBC(New Business Commitment);
- Ensuring 100% accuracy when comparing recon to commission statements.
- Run and perform electronic recons which reconciles to ECS and Info slips.
- Extraction of all contracting documents.
- Extraction of all policy documents that caused the debt.
- Ensuring that all queries received by attorneys and collection partners are resolved to their satisfaction.
- Monthly reporting to Management as well as Sales Leaders
- Reporting on Attorney and Collection Partner progress AOD repayment, debit order tracking
- Testing and validating whatever has been developed by IT.
Competencies
- Financial Management
- Financial Control
- Query resolution
- Financial Administration
- Financial Acumen
- Functional Policies and Procedures
- Organisation and Attention to Detail
- Interpersonal Effectiveness
- Problem Solving and Analysis
- Teamwork and Cooperation
- Communicating with Impact
- Relationship Management and Networking
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Purpose
Facilitates the Agile Release Train events and processes and assists the teams in delivering value. The Release Train Engineer communicates with stakeholders, escalate impediments, helps manage risk, and drives relentless improvement.
Key Responsibilities
- Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Provide ongoing facilitation and coaching that enables your team to excel at agile development.
- Facilitates meetings and helps teams find innovative ways of resolving dependencies and navigating complex business and technical trade-offs.
- Manages and optimises the flow of value through the Agile Release Train
- Manages programme backlog and maps to team and portfolio backlog.
- Optimises and records various tools, such as the Program Board and Solution Kanbans and other information radiators.
- Facillitates relentless improvement interventions, methodologies and processes for the Agile release train.
- Collaborates with scrum masters to understand outcomes of retrospective continuous improvement backlog items.
- Coordinate cross ART deliveries with relevant ART and stakeholders.
Additional Key Responsibilities
- Operates as a servant leader for the Agile Release Train by coaching and mentoring Scrum Masters and Product Owners.
- Continually promotes and fosters systems thinking within the Agile Release Train.
- Continually asks, inquires and poses powerful and insightful questioning to enable critical thinking skills in the teams.
- Updates the Program Board and Program Kanban and other information radiators.
- Facilitating PI Planning readiness including pre and post planning events, and the event itself
- Facilitating dependency management or impediment resolution through Scrum of Scrums/PO Syncs and other Agile Release Train events.
- Defining metrics in alignment with Liberty Portfolio Management Office and other stakeholders.
- Tracking and communicating key Agile Release Train execution metrics and making them visible on current work management tools and Kanban boards.
- Provides support in tracking of metrics at Team and Agile Release Train level.
Minimum Experience
- 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences
Additional Minimum Qualifications
- Scrum Master Certification
- SAFe Scrum Master certification
- SAFe Release Train Engineering certification
- Agile Product management
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Purpose
- To deliver fund administrative services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
- 1 - 2 years experience in a similar environment
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Assist in the compilation of financial statements in line with the audit file and approved accounting framework related to identified funds.
- Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Check fund calculations for accuracy in an efficient and effective manner according to set standards.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
Customer
- Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
Learning and Growth
Governance
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Purpose
To contact prospective customers to sell products and achieve set targets in compliance with set quality standards through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
- 1 - 2 years experience in a similar environment
Minimum Qualifications
Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration
Process
- Adhere to prescribed timekeeping standards at all times and attempt to improve own standards continuously.
- Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
Customer
- Liaise and interact with customers via approved communication channels in a positive and helpful manner.
- Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- Conduct outbound call centre calls in a professional manner, ensuring an excellent and accurate client service enhancing org reputation.
- Conducts financial needs analysis and generates sales of Liberty products by matching client needs to relevant Liberty product.
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Achieves monthly sales targets and production requirements by ensuring that customer leads and prospective customers translate into professional needs based sales revenue.
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
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Purpose
.Manage a team of key account managers to deliver a level of service consistent with the INN8 service promise
Minimum Experience
- 3 - 5 years experience in a similar environment, of which 1 - 2 years at junior management level
Minimum Qualifications
- Certificate FET (Private and Public) [Level TBA: Pre-2009 was L5] in Generic Management
Additional Minimum Qualifications
Outputs
Process
- Manage the effective implementation of customer service plans and processes, which create an understanding and favourable view of the organisation.
- Manage customer services in alignment with agreed standards to ensure that high service levels are met, maintained and continuously improved.
- Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
- Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
- Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.
- Manage a team of key account managers to deliver a level of service consistent with the INN8 service promise.
- Innovate and implement initiatives to improve service to our advisers.
- Feed into the GIP programme requirements, improvement and initiatives to improve service.
- Responsible for model office testing of key features from the programme and whether defects and manual work arounds should be accepted.
Customer
- Manage client query processes and ensure that they are tracked and can be resolved in accordance with operational goals and standards.
- Implement client retention strategies effectively and report on the effectiveness thereof for future improvement.
- Identify improvement needs relating to client service and develop procedural guides to improve effectiveness of associated services.
- Continuously monitor actual process turnaround times and quality standards and resolve issues speedily to enhance effective client service delivery.
- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
- Ensure the provision of sound consulting services and recommendations based on customer and client needs, current information and trends.
- Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
Finance
- Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.
Learning and Growth
- Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Competencies
Liberty Values
Technical Competencies
- Product Related System Application (Intermediate)
- Service Delivery (Intermediate)
- Operations Risk Management (Intermediate)
- Operations Management (Intermediate)
- Product and/or Service Knowledge (Intermediate)
Behavioural Competencies
- Service Delivery Innovation (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Customer service orientation (Intermediate)
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About the role
Provide specialist Talent Acquisition advice and support in the recruitment of Financial Advisors (FA's) in the Gauteng region within Talent Acquisition operating models and frameworks as per set standards.
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Human Resources
Experience and Knowledge
- 2 - 3 years' recruitment experience of Financial Advisors.
- Full FAIS recruitment lifecycle using the most innovative approaches to attraction, sourcing, selection, interviewing, offering and closing.
- Marketing and promoting of jobs across various portals including posting of job adverts.
- Compile job specifications and internal adverts
- Source, screen and shortlist potential candidates - Interview coordination and attendance and feedback to candidates.
- Ensuring a robust employee on-boarding process and experience.
- Oversight of administrative functions, including, but not limited to employment contracts; addendums to employment contracts as required; maintenance of pertinent application and interview data.
Technical Competencies
- Research and Information Gathering (Basic)
- Recruitment (Proficient)
- Reporting and Interpretation (Basic)
- Talent Management (Proficient)
- Legal Compliance (HR) (Basic)
- Customer Advice (Technical) (Basic)
Behavioural Competencies
- Professional/Technical learning (Basic)
- Organisation and Attention to Detail (Intermediate)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Basic)
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About the role
- To plan, manage and monitor the implementation of Agency Branch Management activities and FAIS roles (Supervision, Key Individual, Mentorship, Coaching and Development) in order to deliver on approved operational plans in an effective and efficient manner.
Minimum Experience
- 3 - 5 years experience in a similar environment, of which 1 - 2 years at junior management level
FAIS Requirements
- RE1
- RE5
- CFP (Advantageous)
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Key Responsibilities
- FAIS roles Supervision
- Key Individual Activities
- Mentorship
- Coaching and Development
- Recruitment
Customer
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Technical Competencies
- Legal Compliance (Sales) (Intermediate)
- Risk Awareness (Intermediate)
- Sales life cycle management (Proficient)
- Conflict Resolution (Intermediate)
- Efficiency improvement (Intermediate)
- Functional Policies and Procedures (Intermediate)
- Operations Management (Proficient)
- Product and/or Service Knowledge (Intermediate)
- Sales management (Proficient)
- Budgeting and Expenditure Control (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Intermediate)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Strategic Insight and Capability (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Judgment and decision making (Intermediate)
- Communicating with Impact (Intermediate)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Intermediate)
Method of Application
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