FAIS

icationJob FamilySales and ServicesCareer StreamFiduciaryLeadership PipelineManage Self: OperationalFAIS AffectedJob PurposeTo administer trusts to add value to the business by referring sales leads t

rance related tertiary qualification.Registration as a representative with the FSCA in terms of the FAIS act.Registration as an associate with the Insurance Institute of South Africa.Knowledge.A good

for sales Negotiation Prospecting Skills Meeting Sales Goals Creativity Sales Planning Independence FAIS Compliant and RE 5 qualification (or working towards) is preferable Preference will be given to

ry rendering financial advice (advantageous)Matric or equivalent NQF 4 qualificationCompliance with FAIS Fit and Proper requirementsFinance or Business related tertiary qualification (desirable)Driver

erience in a client facing role, preferably in Insurance or Insurance Brokerage industries is a plusFAIS compliantDiploma in Insurance or commenced studying towards AIISA an advantageInsurer relations

experience that will lead to successRegistration as a representative with the FSCA in terms of the FAIS ACT and counsel for medical schemes.Possess an NQF level 8 or 9 qualification in wealth managem

for the sales call center.A good understanding of sales methodologyContinuous updating of product, FAIS and CPA etc changes on scripts.Troubleshooting where necessary.Attend all product, campaign, sa

cation by the FSB.Matric (grade 12) or NQF level 4 RE5 an advantageClear Credit and Criminal recordsFAIS ComplianceAt least two years work experience within sales or marketingPersonal qualitiesClient

ry rendering financial advice (advantageous)Matric or equivalent NQF 4 qualificationCompliance with FAIS Fit and Proper requirementsFinance or Business related tertiary qualification (desirable)Driver

inalising all salvage matters.RequirementsMatric Experience in short - term insurance environment60 FAIS Credits in short term insuranceComputer literacy (MS Word, Outlook and Excel)Insurance qualific

ed qualification would be preferable.Registration as a representative with the FSCA in terms of the FAIS ACT.Knowledge.Sophisticated knowledge and understanding of all aspects of personal insurance.Kn

orporate Segment Leaders StrategyAbility to work cross - teamAbility to execute strategyOpen mind to change, to take the business forwardProblem solving, early identification of problemsFAIS compliant

ndlela, Purple Heron, Qlikview is an advantageAdvanced Excel and sound knowledge of various systemEducational RequirementsMatric/Grade 12Insurance qualification or equivalent/DiplomaRE5/FAIS Compliant

uisition125882Job LocationCape TownCareer StreamProjectsLeadership PipelineManage Self: ProfessionalFAIS AffectedJob PurposeTo manage and deliver building projects in line with policy and procedure, a

, Outlook and Excel)Comfortable with Insurance SystemsInsurance qualification or studying towards60 FAIS creditsRE exams for representativesAt least 5 years of experience in motor claims Intensive kno

and sustaining a productive team.Qualifications And Experience RequiredMatric or equivalentMust be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 rele

RequiredGrade 12/Standard 10/NQF 4Regulatory Exam Class of business training for personal linesSTI FAIS creditsKnowledge And SkillsUndertake Outbound Tele - SalesService inbound client queries, reque

ning these from a financial services perspective. Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA). Able to extract, analyse and apply CRM insig

act on the insurance industry.General knowledge of all business - related rules and regulations, eg FAIS, POPIA.Knowledge of content writing and marketing.Knowledge of messaging matrix.Ability to mana

is role at time of application. *Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognised qualifications / Regulatory Examinations / Class of Business Certification and / or

ry rendering financial advice (advantageous)Matric or equivalent NQF 4 qualificationCompliance with FAIS Fit and Proper requirementsFinance or Business related tertiary qualification (desirable)Driver

tionMatric / Grade 12 or SAQA Accredited Equivalent (essential)Regulatory Exam 5 (advantageous) and Fais CreditsExperienceGeneral ExperienceAdditional Information1 year telephonic sales experience (es

tion and ExperienceCompleted GR12Short - term insurance - related qualification or COP certificationFAIS credits (commercial lines)RE 5 certificationValid drivers licenseAt least 5 years personal line

is role at time of application.Financial Sector Conduct Authority (FSCA)** competency requirements: FAIS recognized qualifications / Regulatory Examinations / Class of Business Certification and / or

ness to assist Requirements: Matric Student mentality Fit and proper requirements as set out in the FAIS code if conduct at all times (Adventageous) • Outstanding problem solving skills Excellent comm

ng an Intermediary PortfolioTo ensure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA)Growing the businessTo develop and implement a regional business plan for the Glacier Inv

credited Equivalent (Essential); Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognized qualifications / Regulatory Examinations / STI Certification / Class of Business Cer

ts and systems Anti - Money launderingMinimumQualifications Grade 12 Certificate in Banking (ideal) FAIS RE5 (ideal)Experience 1 2 years' experience in a Financial Institution 3 years' experience in a

with companies Corporate central compliance and risk functions, Operational governance (FICA, PDDs, FAIS etc) Stakeholder management and engagement with various internal and external stakeholders (Thi

credited Equivalent (Essential); Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognized qualifications / Regulatory Examinations / STI Certification / Class of Business Cer

hicle valueSocial Media Marketing.Adhere to:Values of Lindsay SakerApplicable legislation - such as FAIS & FICA, POPI, CPA.Qualifications And ExperienceHigher Certificate and / or Advanced Nationa

reviews and competency matrix.General Education : Grade 12/ SAQA Accredited Equivalent (Essential);FAIS recognised qualification (Advantageous);Relevant 3 year Business or insurance industry related

securities and balance sheet requirements. . The Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA). Administration processes and procedures pert

ger/Advisor.General AdministrationEnsure that client documentation is in compliance with FICA & FAIS legislation.Attend to client complaints and enquiries in consultation with Wealth Manager/Advis

media savvy Technology savvy Knowledge of the financial services or banking industry Study towards FAIS Advantageous Special Conditions After hours / night shift work required 7 Day Flexi Work - Week

securities and balance sheet requirements. . The Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA). Client relationship management and service p

, securities and balance sheet requirements. .The Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).Administration processes and procedures perta

is role at time of application. *Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognised qualifications / Regulatory Examinations / Class of Business Certification and / or

cation by the FSB.Matric (grade 12) or NQF level 4 RE5 an advantageClear Credit and Criminal recordsFAIS ComplianceAt least two years work experience within sales or marketingPersonal qualitiesClient

3344 (Contract)Job LocationJohannesburgCareer StreamSalesLeadership PipelineManage Self: OperationalFAIS AffectedJob PurposeTo provide administrative services to clients by attending to transactional,

rrect documentation/mandate preparation purposes, Financial Advisory and Intermediary Services Act (FAIS), the Financial Intelligence Centre Act (FICA) and related anti - money laundering legislation

securities and balance sheet requirements. . The Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA). Administration processes and procedures pert

is role at time of application. *Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognised qualifications / Regulatory Examinations / Class of Business Certification and / or

d relationships are fundamentally important.What do we need from you?A Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Drivers licence and your own carA clear criminal and credit c

FamilyProject, Process and ProductCareer StreamProjectsLeadership PipelineManage Self: ProfessionalFAIS AffectedJob PurposeTo manage the strategy; planning; organising; negotiating; staffing; directi

ication And ExperienceMinimum Qualification Required Grade 12/Standard 10/NQF 4 Regulatory Exam STI FAIS credits Class of BusinessMinimum Experience Required Min 2 years inbound or outbound experience

experience in Short - term insurance - Commercial lines. Quality assurance experience an advantage FAIS compliant an advantage RE5 Qualification an advantageCompetencies Communication Team work and s

ommissions.Advisors must have the following (Essential): - Grade 12; A Bachelor's Degree in Finance/FAIS Recognized Qualification (NQF 5); RE5 Certificate; Must have own car, with a Valid Drivers Lice

is role at time of application.Financial Sector Conduct Authority (FSCA)** competency requirements: FAIS recognized qualifications / Regulatory Examinations / Class of Business Certification and / or

ce.5 years experience in a Credit supervisory/management role along with CRM collections experience.FAIS accreditaion will be advantageous.Thorough understanding of relevent legislation of the Nationa

FamilyProject, Process and ProductCareer StreamProjectsLeadership PipelineManage Self: ProfessionalFAIS AffectedJob PurposeTo manage and deliver medium sized projects from commencement to completion

d relationships are fundamentally important.What do we need from you?A Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Drivers licence and your own carA clear criminal and credit c

ed trends and/or offenses.Advanced knowledge of the Financial Advisory & Intermediary Services (FAIS) Act and applicable/relevant legislation that governs the financial services industry.Advanced

ources, assisting where required.Qualifications And Experience Matric/ Grade 12 60 commercial lines FAIS credits A relevant insurance related qualification (e.g. NQF lev 5) would be advantageous Prove

a postgraduate levelPost graduate Diploma in ComplianceRegistered as a Compliance Officer under the FAIS Act for Category I FSPs with the FSCA.Admitted attorney of the High Court. (preferably)Extensiv

per FSCA requirements need to have an RE 5, FSCA recognized qualification which carries minimum 120 FAIS credits, minimum 1 year financial services experience in the applicable sub category and proof

Role PurposeAudit and monitor Binder Agreements as per audit programme.RequirementsMatricFAIS compliantAn insurance/ relevant qualificationAt least 5 - 10 years relevant working experience, with some

r.RequirementsQualifications: Must be in process of obtaining regulatory qualification either under FAIS or JSE to give advice and exercise discretion.Studying towards CFA designation advantageous.Hon

nd outcomes and adhered to. (TCF)Assist with the debarment processes being adhered in line with the FAIS and FSRA legislationConduct regulatory compliance trainingProvide guidance to junior compliance

internally and externallyQualifications And ExperienceCompleted grade 12 or equivalent certificate FAIS credits 150 NQF 4RE5 & rep registration would be advantageousCommercial product training co