Open Vacancies at PSG Konsult Ltd

Responsibilities:

• Aggressive selling of short-term products specialising in personal and commercial lines
• Quotations for clients
• Follow up on leads
• Advising clients on their short-term insurance needs
• Handling of incoming and outgoing calls
• Renewal visits to clients if requested
• Building and maintaining good working relationships with clients, product providers, colleagues etc.
• On-site and of site meeting with clients
• Dealing with service providers
• Implement company strategy

Skill sets required:

• Grade 12
• NQF Level 4 – Full qualification (short-term insurance) as set by regulation
• Regulatory examination 1 (Representatives) RE5 successfully completed
• A minimum of 5 years´ short-term insurance experience in personal and commercial
• DOFA confirmation from FSCA
• Good verbal and written communication skills
• Good negotiating skills
• Highly client-focused with good interpersonal skills
• Resilient with a good level of stress tolerance
• Problem solving and analysis
• Planning and organising
• Strong sales and marketing experience
• Own transport

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Job description:

• This role is responsible for providing quality legal advice and guidance to the company, operating in the financial services sector.

Responsibilities:

• Providing legal and technical advice and support to business on all legal matters relating to the different business units and their products
• Interpreting existing and proposed legislation, conducting research into legal issues, and providing opinion on relevant matters
• Providing legal support to the risk and compliance functions to minimise legal risk – i.e., provide legal interpretation and advice on regulatory, company and client related matters
• Providing legal support regarding client complaints and Ombud cases and the relevant formal responses
• Drafting and maintaining product application forms, terms and conditions documents and other related business transactional forms
• Drafting and vetting of agreements relevant to the business (e.g., financial adviser agreements, platform administration agreements, Manco service-level agreements, loan facility agreements, safe custody agreements, outsource agreements, etc.)
• Ensuring that all documentation used in the business comply with any new industry legislation
• Attending to client services queries relating to the business
• Attending to industry regulator queries and on-site visits and reviews
• Training employees on legislation applicable to the business
• Drafting of legal reports on various topics for governing committees
• Managing of litigation matters via external legal counsel
• Knowledge and experience of legislation, regulations, and industry policy applicable to LISP platforms, investment-based insurance, unit trusts etc.

Minimum requirements:

• LLB or an equivalent degree
• Admitted attorney (Preferable)
• 8+ years of relevant experience in a legal role within the financial services or insurance industry
• LISP experience is ESSENTIAL

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Responsibilities:

• Ensure to upload and process all Interlink pricing and cashflows files
• Reduce all interlink and pricing recon items to an ageing limit
• Ensure to effectively calculate and pay out the legacy Institutional and Retail clients the correct verified amount within the agreed SLA
• Ensure that there is a workable Plan A and B for all tasks and effect the process control improvements
• Effective escalation management by ensuring to immediately raise ORRs & escalations and implementing an effective short-term solution within SLA
• Effective management of the Interlink projects and Issues on a daily basis, continuous improvement of the Interlink system and processes with no operational losses
• Ensure payment and settlement processes are effected within SLA time with no operational losses, to improve client experience
• KPI, PDP and performance management
• Capacity planning and Training

Competencies:

• Excellent organisational skills
• Ability to manage a team
• Proactive
• Detail orientated
• Analytic ability
• Resilience
• Problem solver
• Time management
• Change Management

Minimum Requirements & Skillset:

• BCom Economics/Accounting/Investment Management
• Minimum 3 Years Operations Experience within an Investment Company (LISP or Investment Manager)
• Knowledge of Interlink and minimum 1 year management experience an advantage
• Intermediate to Advanced Excel Knowledge

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Responsibilities:

• Data interpretation of Direct Sales models
• Data analysis of trade research ideas
• Build of automated reporting structures
• Maintain integrity of sales models
• Compile reports for Direct Sales use -Client data analytics
• Development of AI model (Direct sales dashboards)
• Admin of general reporting
• Quality of client interactions
• Take ownership and accountability of work
• Take proactive approach to problems, opportunities and mandates
• Keep sales team abreast of BI developments
• Plan towards PDPs and skills training and have completed / applied for training by end of review cycle
• Make time for innovation and contribute towards other sessions

Competencies:

• System knowledge
• Policy knowledge
• Strong sense of accountability
• Liaison and negotiation skills
• Accuracy
• Passion
• Time management
• Analytical thinker
• Resilience
• Problem solver
• High organizational skills

Minimum requirements:

• Degree in Mathematics or Statistics
• Solid competency with the Microsoft Office suite with strong Excel skills
• Experience in Power BI, QLIK and SQL and other basic reporting tools