FAIS

for recognized qualification, to fulfil the duties of a compliant supervisor (minimum 120 Credits). FAIS Representative Regulatory Exam Level 5 passed. Class of Business. Valid driver's license and ow

for recognized qualification, to fulfil the duties of a compliant supervisor (minimum 120 Credits). FAIS Representative Regulatory Exam Level 5 passed. Class of Business. Valid driver's license and ow

dmarket segments. Role Requirements:Laptop (essential) Qualifications:Grade 12 (essential)FAIS recognized qualification within 6 years of DOFA Technical Skills:Awareness of the industry

reamAdministration, Transactional Processing and ProductionLeadership PipelineManage Self: TechnicalFAIS AffectedJob PurposeTo provide quality and accurate business administrative support services to

tion Required Grade 12 / Standard 10 Tertiary qualification will be beneficial RE Certificate Fully FAIS AccreditedDeliverables include, but will not be limited to Self - managed. Well spoken. Active

you need to have:Minimum 3 years experience in similar role with broking Min - NQF level 4 completedFAIS CompliantProperty, Casualty & PTS knowledge and experienceExcellent negotiating skillsConversan

You Need To HaveMinimum 3 years experience in similar role with broking Min - NQF level 4 completedFAIS CompliantProperty, Casualty & PTS knowledge and experienceExcellent negotiating skillsConversan

ment of the Administrative function on CIMSResolution of customer queries and complaints within the FAIS Legislative frameworkSuccessfully complete Product Specific TrainingEnsure adequate CPD points

iencyKnowledge of Supply Chain, Retail and Consumer Finance environmentRelevant legislation (OHASA, FAIS, CPA, NCA, Short and Long term Insurance Act etc.)Relevant SAP Management ReportingRelevant SAP

ies.Ensure that the Company is always compliant with regards to the regulations of the FSCA and the FAIS Act; thereby ensuring all new business administration is completely compliant as per the Compan

onstrable insurance experienceBasic knowledge of Word, Excel and OutlookObtained or working towards FAIS complianceWhat makes you stand out?RE 05 (Representatives Exam) Essential Marsh is the worlds l

rall business objectives and its longterm viability.RequirementsMatric/ N4 Equivalent Qualification.FAIS requirements based on DOFA dateRelevant regulatory examinations if you are already working in t

other relevant tertiary qualifications.Previous proven advisory compliance experience (5 years) on FAIS Act, Insurance Act and Long - term Insurance Act or 8 years working within an insurance busines

experience in the Investment/asset management/Financial services spaceFinancial Modelling experienceFAIS experienceIf you are interested, kindly forward your CV to financialcareers@rpo - recruit.za.co

siness degree (advantageous) RE5 (preferable) NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable) Knowledge of MS Office Suite Sales experience (advantageous) Knowledge of

rm insurance industry) A relevant short - term insurance related qualification will be advantageous FAIS compliance (NQF Level 4) with credits in commercial or personal linesKnowledge And SkillsDrive

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

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

preferred Additional Knowledge - South African Banking regulations and Banking standards NCA, FICA, FAIS and TCF Basel IIRisk and Control Identification and Assessment Risk tools Creating reportsDevel

ate If YouHave MatricFit and Proper Requirements based on DOFA date (including RE qualification and FAIS Credits)Fluent in EnglishMinimum 12 months telesales experienceHaving an insurance background w

n advantage)Registered Representative in terms of the Financial Advisory and Intermediary Services (FAIS) Act.All candidates who have the necessary qualifications / experience and meet our requirement

imum 2 or more years experience in the financial services industry.  Matric / equivalent. Meet FAIS requirements based on DOFA date (if applicable). Hold an FSCA - approved qualification (if appl

ources, assisting where required.Qualifications And Experience Matric/ Grade 12 60 commercial lines FAIS credits A relevant insurance related qualification (e.g. NQF lev 4) would be advantageous Prove

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

ence - 3 to 5 years experience within a Sales/Service area of a financial environment.Signed off on FAIS categoriesYou Will Have Access ToOpportunities to network and collaborate.Earn basic guaranteed

Job Req133765Closing Date25 June 2024LocationSandtonTalent Acquisition ConsultantPoppy MlotshwaFAIS AffectedJob PurposeTo enable change by defining the needs and the rationale for change, to understan

sMatric Tertiary qualifications, preferred BCOM and credit qualification Fleet Management preferred FAIS qualification preferred Credit Fundamentals preferred Presentation skill essential Business cas

xperienceMatric Qualification Insurance related qualification or business degree will be advantage. FAIS Compliant (120 credits on NQF level 5) Regulatory exam compliance. At least 3 years personal li

redited Equivalent (Essential)Relevant Degree in Business Management/ BCom or equivalent (Essential)FAIS & RE5 (Essential); IISA or insurance accreditation (Advantageous)8 to 10 years in short - term

Microsoft Office tools (or equivalent) Outlook, Word and ExcelRE 05 (Representatives Exam) - PassedFAIS compliantWhat makes you stand out?Strong numerical skills, networking skills, problem solving c

iesCareer StreamAdmin, Transact Processing and ProductionLeadership PipelineManage Self: OperationalFAIS AffectedJob PurposeTo ensure that relevant process are adminsitered;maintained and supported to

ystem entries.Qualification And ExperienceGrade 12Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered

skillsGood at building partnerships and solid relationshipsInnovative, creative and deadline drivenFAIS qualification would be beneficial (e.g. NQF level 4 or 7 credits; RE or KI)May be required to t

tion Required Grade 12 / Standard 10 Tertiary qualification will be beneficial RE Certificate Fully FAIS AccreditedMinimum Experience 2 3 years experience in a Sales call center environmentEssential R

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

vice Adherence to risk and compliance requirementsQualificationsNational Senior Certificate/ Matric FAIS credits on NQF level 4 or a full FSCA aligned qualification as per legislation, is an advantage

cumentation as required.What You Need To HaveDemonstrable experience in Marine short term insurance.FAIS and CPD compliant.RE 05 (Representatives Exam) PASSED .Advanced knowledge of Word, Excel and Ou

on Required Grade 12 / Standard 10 Tertiary qualification will be beneficial RE 5 Certificate Fully FAIS Accredited (150 Credits )Minimum Experience 2 years experience in a management role.Deliverable

ising vehicle valueSocial Media Marketing.Adhere to:Values of IsuzuApplicable legislation - such as FAIS & FICA, POPI, CPA.Qualifications And ExperienceHigher Certificate and / or Advanced National (V

ars face - to - face sales experience. Financial services experience (advantageous). RE Exam and 30 FAIS Credits (advantageous). Skills & Personal Qualities:Fluency in English and one other South Afri

the Client Relationship Manager: 3+ years of experience in a BankMarketing experience (preferrable)FAIS - RE5 certificateBCom Finance/AccountingIn - depth knowledge of AML, FICA, and the Companies' A

surance experience.MatricNQF Level 5 Short Term Insurance qualificationBachelors degree advantageousFAIS compliance a preference Skills & CompetenciesAdministrative SkillsAnalysis and JudgementAttenti

o Xplan on a daily basis;Keeping records and ensuring documentation is completed as required by the FAIS Act, FICAAct and relevant legislation;Obtaining Client Authorities for preparing portfolios via

inside and outside of the organization, where relevant.Qualification And ExperienceGrade 12/Matric.FAIS compliant in terms of fit and proper.English and any other official South African language.Tech

d not have previously appointed on an INSETA contractKnowledge and Skills Knowledge of Legislation (FAIS, FICA) impacting on the Financial Services environment Epsilon knowledge or background Basic un

new and existing membersQuality control of new businessQualifications And ExperienceMatric/Grade 12FAIS credits on NQF level 4 as per FSCA legislative requirements (advantageous)RE5 as per FSCA legis

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

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

he place for you!Minimum Qualification RequiredGrade 12/Standard 10/NQF 4 RE 5 would be advantageousFAIS would be advantageous.Minimum ExperienceMinimum of 2 years experience in the short - term insur

ResearchCareer StreamCommunications And Public RelationsLeadership PipelineManage Self: ProfessionalFAIS AffectedJob PurposeSupport the formulation of communication strategy and the annual communicati

and the planners, ensuring that all advice facing intermediaries and management are fit and proper FAIS accredited and keep the requirements and credits up to date at all times. Provide administratio

onsultants should they be absent orQualifications And ExperienceMatric/ Grade 1260 commercial lines FAIS creditsA relevant insurance related qualification (e.g. NQF lev 5) would be advantageousProven

keting or Business ManagementCertified Financial Planner (CFP)or CA(SA)Qualified key individual for FAIS purposes7 - 10 years experience in employee benefits, insurance or related industry distributio

atric or Senior Certificate.Insurance related qualifications an advantage:Relevant NQF Level 4 - 30 FAIS credits (Commercial - Short Term insurance related)2 - 3 years experience in Short - term insur

new and existing membersQuality control of new businessQualifications And ExperienceMatric/Grade 12FAIS credits on NQF level 4 as per FSCA legislative requirementsRE5 as per FSCA legislative requirem

A Bachelors degree is preferableMust be registered as a representative with the FSB in terms of the FAIS ActNQF5 Wealth Management / Healthcare experience (advantage) and Retirement fund consulting ex

ic certificate.2 - 3 years of non - life insurance experience.Preferred Qualifications/Competencies:FAIS CreditsRE5 - Short TermInsurance - related certificationsTertiary Degree/DiplomaGood applicatio

s related tertiary qualification (desirable)Matric or equivalent NQF 4 qualificationCompliance with FAIS Fit and Proper requirementsComputer literacy (essential)Own Car (Drivers License - Compulsory)D

lting and actuarial business.As a Key Individual, oversight of governance issues as required by the FAIS Act and FIC Act and participation in the KI Forum and support the implementation of the Risk Ma

ding, speaking) Computer literate - MS Office, especially Excel essential Regulatory Exam and NQF 5 FAIS credits BCOMM or related degree will be advantageousEMPLOYMENT EQUITYThe Companys approved Empl