"research assistant" in Jobs in Cape Town

An exciting opportunity within Energy at Work Projects is now available! We are in search of FAIS Supervisors (1 Long-Term and 1 Short-Term); a highly motivated and organised individual with extreme attention to detail who is looking for a chance to be part of a dynamic organisation that offers an opportunity to establish a dynamic career in outsourced services.

Role and Responsibilities: 

• Ensure monthly supervision is complete for +- 40 Representatives.
• Ensure all supervision activities are complete monthly for all allocated representatives working under
  supervision.
• Evidence and document all supervision.
• Audit calls, Review QA Scores and track and verify the representatives commitment to complete their
  Qualification.
• Track and report your representatives FAIS related deadlines, such as, experience requirements, COB
  requirements, RE5 requirements, qualification requirements.
• Apply for exemptions in the event a representative is not tracking to achieve their FAIS related deadlines.
  Ensure Moonstone website is kept up to date at all times.
• Issue Supervision contracts.
• Keep a competency register of your own representatives updated at all times.
• Provide daily reports and monthly reports to your manager.

Suitable Candidate Specifications:

• Strong verbal and written communication skills.
• Attention to detail.
• Be self-disciplined and pro-active.
• Strong administration skills.
• The ability to work independently.
• Excellent listening skills.

Competencies:

• Strong Excel Skills.
• Ability to work under pressure and meet deadlines.
• Excellent telephone and email etiquette.

Qualifications & Experience:

• Matric.
• COB (if applicable).
• RE5.
• FAIS Related Qualifications.
• Minimum experience required for the sub-category.
• CPD hours.
• Insurance related experience.
• Financially sound.

All applications will undergo a preliminary screening process, during which your current performance and work
ethic will be carefully evaluated.
Should you not meet the established standards, you may not advance to the interview stage. 

Join Our Team as a Credit Life Client Services Consultant

Are you an energetic, driven individual with a passion for customer service? If so, we have an exciting opportunity for you!

Company Overview: One of the largest financial services providers are currently looking for two dynamic individuals to join the team as Credit Life Client Services Consultants for their call center.

Minimum Requirements:

• Matric qualification
• Clear ITC and Criminal record
• Previous experience as a customer service consultant
• Minimum of 2 years in Long Term Insurance
• 2 years of experience in a call center
• NQF Level 5 Wealth Management Certificate
• DOFA (Date of First Appointment) applies to registered candidates.

Job Role: As a Credit Life Client Services Consultant, your responsibilities will include:

• Maintaining a positive, empathetic, and professional attitude toward customers.
• Responding promptly to customer inquiries via various channels.
• Acknowledging and resolving customer complaints with efficiency.
• Having in-depth knowledge of our products to address customer queries.
• Keeping accurate records of customer interactions, transactions, comments, and complaints.
• Providing valuable feedback on the efficiency of the customer service process.
• Ensuring customer satisfaction through professional and timely support.

Application Details: Only candidates who meet the minimum requirements will be considered for this exciting opportunity.

Overall Purpose of the Role:
To generate business for one of our leading clients in the financial sector, as an insurance sales consultant in the Short-Term Insurance industry. To offer their clients policies and exceptional services.
Performing and managing the day-to-day operational activities within the sales team.
Working with a leading team towards the common goals of the business in Industry participants.

Non-Negotiable Minimum Requirements:

• Matric 
• Clear Criminal record

QUALIFICATIONS

• Must have qualification depending on DOFA
• Regulatory Exams
• Requirements include Class of business (COB) and /or CPD Hours

EXPERIENCE

• Short Term Insurance Experience
• Minimum of 2-year Sales contact center experience.
• Must have a DOFA date

Job Responsibilities:

• Generating new sales from leads provided and referrals.
• Insurance product range include, Short-term insurance policies.
• Achieving targets set out based on the relevant campaign.
• Conducting needs analysis with clients.
• Following up on all scheduled callbacks and action timeously and as per required standards
• Adhering to legislative requirements and quality assurance guidelines.
• Ensuring leads usage is of optimum standard to maximize positive performance.

Only candidates that meet minimum requirements will be considered for this opportunity.

Exciting Opportunity for an Insurance Sales Team Leader (Short-Term Insurance)

Join one of our esteemed clients, a leading player in the financial sector, as they seek top-notch Sales Team Leader specializing in Short-Term Insurance. Your role will revolve around providing exceptional support to sales agent, in order for them to service existing clients by offering them tailored short-term insurance solutions.

Key Responsibilities:

• Preparing annual, quarterly and monthly update accounts on current opponents or business possibilities.
• Working together with colleagues from other departments to improve efficiency and overall service delivery.
• Giving prompt reports on crucial issues to direct senior officer, suggest answers where obtainable.
• Supervising essential key account possibilities.
• Making propositions, giving suggestions and designating sales target and job obligations to each sales staff.
• Appraisal performance of staff, giving suggestions, rewarding or awarding punishment and offering proposals on dismissal of personnel where applicable.
• Recommending hiring additional staff and ensuring required resources are available to accomplishing target objectives and goals.
• Solicit for other job duties needing attention to enhance service and improve customers’ contentment to a reasonable extent.
• Taking part in interviews of candidates while supporting decision making to hire successful applicants.
• Offering inspiration and training of internal sales personnel on how to attain business sales objective.
• Assisting the team managers to intensify sales via training on sales methods.
• Generating action plans to enhance performance and productive capacity of underperforming personnel.

Qualification/s Required:

• Matric (Grade 12)
• Regulatory Examination 5 (RE 5) or in progress with DOFA
• FAIS Credits or in progress with DOFA
• Class of Business (advantageous)

Experience Required:

• 3-5 years of Team Leader/Management sales experience.
• Strong knowledge and understanding of the insurance sector/industry.
• 2 years of short-term insurance experience.

Location: Auckland Park

Remuneration: R 436051 p/a CTC depending on your qualification

If you are a dynamic professional looking to excel in the insurance industry and possess the required qualifications and experience, we invite you to join our client's team. Take the next step in your career by applying today.

Note: DOFA refers to the date of first appointment, and FAIS stands for the Financial Advisory and Intermediary Services Act. These terms are relevant within the context of regulatory requirements for financial profes...


Additional Info:
3 to 5 years

Salary: RNegotiable

Job Reference #: 501416783

Job Advertisement: Financial Manager with Foundry Experience

Are you an experienced financial manager with a background in foundry operations? Are you ready to take your financial expertise to the next level and drive growth in a dynamic environment? We are seeking a highly qualified and visionary individual to join our team as a Financial Manager.

Key Qualifications:

- A degree in Finance and (a higher degree is a plus)

- Extensive experience in foundry operations

- Energetic, vibrant, and proactive attitude

- Willingness to take on challenging workloads

- Strong analytical and decision-making skills

- Exceptional attention to detail

Responsibilities:

As the Financial Manager, your role will be instrumental in overseeing our financial operations and contributing to our growth. You will be responsible for:

- Financial Oversight: Ensure efficient financial management, cost control, and budgeting to maximize profitability.

- Operational Analysis: Regularly review foundry operations, particularly mold costs, and identify any discrepancies compared to previous months. Promptly report any cost increases and suggest strategies to revert to previous cost levels.

- Cost Savings: Identify opportunities for cost savings and operational improvements across the business.

- Strategic Input: Collaborate with senior management to develop and implement financial strategies that align with our business goals.

- Team Leadership: Lead and mentor a team of financial professionals, fostering a culture of growth and development.

Career Growth:

This position offers the opportunity for rapid career growth, with the potential to advance to a director-level role as our business continues to expand. We are looking for a candidate who can grow with us and become an integral part of our leadership team.

A well known cosmetic company is currently seeking an experienced nail technician to join their team. Please note must have own car. 

• Must have the stamina to successfully and timeously complete back-to-back nail appointments. 2 out of the 5 working days per week will be in office back-to-back nail appointments.
• Qualified in Complete Nail Technology including:
  • Basic manicure and Pedicure
  • Gel Overlays, Tips & Sculpting
  • Liquid & Powder Acrylic Overlays, Tips & Sculpting
• At least 5 years’ experience working in the industry
• Would need to follow strict SOPs, complete training will be provided prior to start date and ongoing. Ongoing training may occur before or after working hours.
• Must have computer experience – Daily software used: Virtual Academic Centre & Dashboard , One Drive - file share, Outlook emails & online calendar, Excel & Word
• Strong Nail Art experience and capability, including a POE to show work completed
• Must be capable of managing their online diary (with support from the admin team)

Hard Skills:

1. Must be Qualified in complete Nail Technology including:
2. 1. Basic manicure and Pedicure
   2. Gel Overlays, Tips & Sculpting
   3. Liquid & Powder Acrylic Overlays, Tips & Sculpting
   4. Nail Art Skills
3. Must have strong advance Nail Art Skills
4. At least 3 year experience working in the industry
5. Must have strong computer experience – Daily software used: Excel & Word

Soft Skills

1. Passionate about the beauty industry & nails
2. Passionate about sharing knowledge
3. Well presented
4. Punctual
5. Staying updated with the latest nail trends
6. Must be fluent in English. If English is not the first language that is not a problem, however accent must allow for clear communication in English
7. The position requires strong inter-personal, organisational, admin and multi-tasking skills
8. Time management essential, with the ability to complete work timeously and ask for support when needed.
9. Ability to work well with a team and assist team members when needed.

Non-Negotiables:

1. Bi-Monthly instore demo days with a sales consult to promote new products, product launches, troubleshooting (but not instore training).
2. Bi-Monthly AM and PM pre booked internal training does occur and is compulsory. (7.30-8.30Am remote training/ 17.30-18.30 remote training – eg of times, please note they may differ)
3. Working hours: 8am – 5pm @ Academy Hyde Park. Weekend or after hour nail appointments may apply when needed. Will be booked in advance and leave days given accordingly.
4. Would need to follow strict SOPs, complete training will be provided prior to start date and ongoing. ...
   
   
   Additional Info:
   2 to 5 years
   
   Salary: RR10000 to R15000
   
   Job Reference #: 912177544
   
   

Introducing the Ultimate Wealth Management / Financial Adviser Opportunity 

Are you ready to embark on a career where you can connect with High Net Worth Individuals and offer expert advice in the Short Term Insurance space? If you're nodding your head in agreement, keep reading because this opportunity might just be your next big step!

Our Client believes in the power of seamless client engagement. While the virtual world offers convenience, we understand that sometimes nothing beats a face-to-face connection. That's why we're looking for a dynamic individual who can blend the best of both worlds.

To thrive in this role, you'll need to have the freedom to travel and connect with clients when necessary. A valid driver's license and access to your own transport are essential prerequisites. 

The Big Questions 

Have you been engaging with High Net Worth Individuals?? Can you offer expert advice in the Short Term Insurance space?? Do you hold the coveted RE5 and possess FAIS 120 credits?

If your answer is a resounding YES to these questions, then you're the kind of professional we're looking for.

Introduction

Our client requires the services of a Direct Business Sales Consultant at their head office based in Johannesburg. To grow their core business portfolio by engaging and on-boarding new business clients whilst ensuring that the customer is placed at the heart of all sales and commercial decisions in line with all customer experience strategic objectives.

Job description

• To source leads or potential clients by hunting and cultivating strong relationships with third parties, partner companies and existing clients.
• Generation and conversion of self sourced leads through referrals, networks and research.
• Pro active mining defined sources of business to acquire new subscriptions.
• Development of a pipeline to work from through referrals, marketing online, word of mouth, networking with current clients.
• Present, promote and sell products to existing and potential customers, while ensure the offering meets the needs of clients.
• Follow up on leads provided and regular engagement with existing and prospective customers.
• Ensure accuracy of client documentation and manage our requirements.
• Maintain a high level of relevant product knowledge in order to have a meaningful conversation with customers.
• Report on sales activities to management on a weekly basis.
• Provide feedback to management on ways to enhance sales, improve the Tracker Brand, and opportunities to deliver greater value to customers by extending the customer offerings.
• Interact with clients according to client first principles and conduct a needs analysis to assist clients to better understand their requirements.
• Implement a sales approach in line with the Customer Value Proposition (CVP) framework, but also apply individual sales techniques, approaches and methods to conduct the needs analysis and proactively engage prospective customers to acquire the sales.
• Plan and execute work to achieve service level agreements, standards and turnaround times in line with value proposition i.e. efficient client service in line with SLAs.
• Follow sales and other processes (dependent on the product/s sold) to accurately and efficiently process customer documentation requirements for products sold.
• Understand and remain up to date with FAIS complete disclosure to clients in terms of accreditation, service fees and commission as outlined in terms of the Financial Advisory and Intermediary Services Act (FAIS).
• Ensure record keeping requirements as outlined by FAIS and the Financial Intelligence Centre Act (FICA) are implemented and adhered to.
• Ensures compliance to all applicable legislative requirements such as the Code of Banking Practice, National Credit Act, Companies Act, Consumer Protection Act, etc.
• Ensure implementation and adherence to all internal risk related policies and gu...
  
  
  Additional Info:
  2 to 3 years
  
  Salary: RR21000 to R26000
  
  Job Reference #: 187686350
  
  

Key Responsibilities:

• Loading and terminating of employees on Sage 300
• Setting up payroll employee defaults – Masterfile - Payroll System
• Maintaining employee list report – Will be automated
• Saving banking details in Banking folder for Faheema to check and approve.
• Loading new employees on ESS (Automatic sync) and ERS Biometric Clocking system
• Checking ERS daily for attendance – Team leaders or business heads, Constant reminders needs to be sent out, Function to be managed daily, weekly.
• Processing monthly payroll - (Dates between the 20th and the last working day) will be automated.
• Issuing of Payslips.
• Attending to Payroll Queries
• Checking payroll once processed before manager loads onto bank – Automated
• Scanning and filing payroll documents
• Drawing up confirmation of employments (Automated) and UI19 request (Automated)
• Check emails for any urgent request – emails from clients, COE’s, ui19’s
• Save any documents to ditto, including placement forms
• Attend team meetings for upcoming contracting
• Save any leave notes sent to email into payroll folder

Suitable Candidate Specifications:

• Excellent listening skills
• A willingness to problem solves
• Strong verbal & written communication skills
• Resilience - being able to handle complaints from customers
• The ability to work as part of a team
• Be self-disciplined & pro-active

Competencies:

• Microsoft Word
• Strong Excel Skills
• Attention to detail
• Ability to work under Pressure during Payroll Period
• Ability to put in the hours required or needed during Payroll Time
• Excellent Telephone and Email Etiquette

Qualifications & Experience:

• Matric
• Sage 300 Experience (Min 3 years)
• Payroll Experience (Min 3 years)

Sales & Service Advisor - Insurance Maverick

About Our Client: They don't just sell insurance; they redefine protection. They're on a mission to make insurance a seamless experience, and they're looking for a dynamic Sales & Service Advisor to join their passionate team. If you're a customer-centric individual with a knack for sales and a passion for providing top-notch service, they want you on board!

Role Overview: As a Sales & Service Advisor, you won't just be selling policies; you'll be building lasting relationships with your clients. Your role is to be the go-to insurance expert, guiding customers through their options, providing tailored solutions, and ensuring their peace of mind. This is not your average desk job – it's a chance to be a superhero for our client's financial security!

Key Responsibilities:

Dive into the world of insurance and become an expert on our range of products and services.

Educate clients on the benefits of different policies, making complex insurance concepts a breeze.

Harness your sales prowess to drive new business and exceed sales targets.

Develop and maintain a pipeline of potential clients, turning leads into loyal customers.

Build and nurture strong relationships with clients, becoming their trusted advisor.

Understanding of the insurance and brokerage industry and environment.
Sound knowledge and understanding of personal lines insurance
FAIS requirements of a representative
Legal requirements of the insurance industry
Technical insurance knowledge – (underwriting)

Qualifications and Skills:

• Proven experience in sales, preferably in the insurance or financial services industry.
• Exceptional interpersonal and communication skills – you're a people person!
• A passion for delivering outstanding customer service and building lasting relationships.
• Eagerness to learn and adapt in a fast-paced environment.
• MATRIC
• Level 4 FETC Short-Term Insurance Qualification
• Advantage: Higher Certificate in Insurance (NQF5)
• Passed exam RE: Representatives

Perks and Benefits:

• Competitive salary with uncapped commission potential.
• Comprehensive health and wellness programs.
• Ongoing professional development opportunities.
• Fun and dynamic work environment – no boring days here!

How to Apply: Ready to redefine insurance with us? Send your resume telling us why you're the perfect fit for the Sales & Service Advisor role. Be creative, be bold, and show us your unique flair! We can't wait to welcome our next insurance maverick to the team. Apply now and let's redefine protection together! (This role is based in BLOEMFONTEIN, South Africa)

Additional Info:
4 to 6 years

Salary: RR30000 to R35000

Job Reference #: 1389307999