Job Opportunities at Telesure Investment Holdings (TIH)

JOB PURPOSE

Create a conducive learning environment to encourage learning through interactive activities, thought provoking conversation and “real world” activities that encourage knowledge transfer, dot connect between the theory and the TIH work place and open conversation and feedback. Responsible for the effective preparation, facilitation and post learning impact support related to internal learning programmes and its key learning objectives.

Responsibilities

Learning and Development Program Delivery

• Deliver face to face sessions or short courses and create context and conversation that allows learners to engage based on the topic. Be aware of others' reactions and understanding as to why they react as they do. Assess and adapt the learning method to suit the learners needs and ability to understand the content while still ensuring the integrity of the learning and programmes key outcomes. Provide feedback based on participant’s activity, ability to learn and understand the theory and ability to apply the learning in a workplace environment.

Project and Program Stakeholder Engagement

• Develop and maintain productive working relationships with peers and seniors. Work with stakeholders to ensure learning is delivered in the most appropriate manner. Understand and actively engage with the LMS to assist the learning process. Build relevant and appropriate relationships with the learners as well as managers.

Learning and Development Program Design

• Design learning sessions to meet the requirements of a specified curriculum or to fill gaps in existing programs; develop and maintain relevant content and high-quality training resources to ensure high levels of learner engagement and achievement of learning outcomes. Understand and is able to implement a variety of facilitation techniques and methods to ensure learning is delivered in the most appropriate manner to suit the learners needs as well as ensuring the learning environment is maintained. Able to assess the methodology / technique / facilitation used and the relevance and impact it is having within the learning environment, is able to adjust the method used to ensure the learning is being delivered in the most effective and efficient manner for the learners to understand.

Learning Needs Analysis

• Support the identification of learning needs by analyzing performance and competence data to identify gaps in relation to required levels; recommend priorities for Learning and Development interventions.

Business Requirements Identification

• Use available business relevant information to drive the learning within the classroom. Understand the current challenges facing business as well as the key objectives and strategies that TIH and the specific BU wants to achieve.

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of content development, relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Improvement / Innovation

• Use logic, reasoning and agility to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Document Preparation

• Prepare training plans, aligned with the training curriculum and prepare relevant training material. Also responsible for gathering and summarizing data for reports.

Training Room Operations

• Manage the training environment to ensure that equipment is up to the right standard as well as ensure the training room is kept clean and ensures learners adhere to the training room code of conduct. Ensuring learners have the correct systems and stationary for training purposes.

TECHNICAL COMPETENCIES

Learning and Talent Development

• Use comprehensive knowledge and skills to guide and train others on motivating all employees to learn, grow and develop so that they can obtain the knowledge and experience they need to help the organization reach its goals. Facilitation Skills; Learning Metrics..

Verbal Communication

• Apply comprehensive knowledge to provide guidance and train others to use clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.

Presentation Skills

• Use comprehensive knowledge and skill to communicate with other people and provide guidance and training to others on speaking in a clear, concise and compelling manner. Be able to influence others.

Writing Skills

• Use clear and effective writing skills and provide technical guidance when required to express ideas, request actions and formulate content and plans. Proper use of grammar, sentence structure and attention to spelling.

Presentation creation

• Apply concepts of knowledge / skill and also able to provide technical guidance when required.

Business Requirements Analysis

• Provide technical guidance when required to analyze the business requirements that solutions must meet.

Planning and Organizing

• Provide technical guidance when required to plan, organize, prioritize and oversee activities to efficiently meet business objectives.

EDUCATION

General Education

• A degree/diploma in relevant field (Essential);
• Education and Training Development Practices (ETDP) (Essential);
• Accredited assessor (Essential);
• Maintain professional knowledge by reviewing professional publications;establishing personal networks; benchmarking state-of-the-art practices;
• Participating in professional societies (Essential);
• Accredited Moderator (Advantageous)

Experience

General Experience

• 2 to 4 years’ experience within an insurance environment as a facilitator (Essential);
• Experience in the Learning and Development industry (Advantageous);
• Operational experience in the Insurance industry (Advantageous)

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Job Purpose

Measure, analyse, interpret and report on HR activities within the business. Identify and implement HR efficiencies and solutions.

Responsibilities

HR Data Analytics and Insights

• Provide support to the Human Resources function focusing on human capital metrics, reporting, and analytics. Support the HR management team in identifying business challenges using data analysis to help influence changes to the business operations, processes or programs. Research, analyze, and present data as assigned.

Insights and Reporting

• Write detailed reports and assist the Chief People Officer with all analytics and reporting requirements which will be used to make informed human capital and business decisions. Develop standard and ad hoc reports, templates, dashboards, scorecards, and metrics.

Stakeholder Engagement

• Manage relationships with internal and external stakeholders to ensure consistent, accurate, aligned and valid data is available ie Board Reporting and CEO Reports. Work with HR business facing and specialist teams to understand data reporting requirements in order to improve overall strategic and operational performance and insight.

Information and Business Advice

• Meet with management to discuss and clarify requests for projects, highlight issues, and make recommendations to address issues and priorities. Support the Reward & Benefits Manager to meet market data survey requirements in support of TIH reward philosophy and principles. Support the Reward function with delivery of the annual salary review process. Support the Reward function with delivery of the annual performance bonus and sales bonus process.

Budgeting & Costing

• Responsible to prepare, monitor, analyze and report on the budget for HR Management. Complete expenditure compilation and budgets for the division, analyze costs against budget and forecasts.

HR Data Management

• Carry out complex HR data processing tasks; advise colleagues when needed and use expertise to help improve data collection tools and administration processes.

Compliance

• Continuously maintain data quality and integrity as relates to key HR data, analysis and metrics. Ensure compliance with Data Privacy and Protection Guidelines.

Continuous Improvement

• Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered.

Building Capability

• Work within existing development framework to build own capabilities and those of direct reports. Coach, train and develop the Reward, Benefits and Analytics Administrator.

General Education

• 3 year business related degree (Essential);
• Finance, HR or Business Analytics qualification (Advantageous)

General Experience

• 5 or more years HR Data Analytics experience (Essential)
• SAGE VIP system experience (Essential)
• Advanced level of proficiency relating to the MS Office Suite (Essential)
• Experience In Budget Management (Essential)
• SAQA Accredited Equivalent* - It is the onus of the applicant to provide TIH and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application.

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JOB PURPOSE

The focus of this role is the sales delivery, strategic execution, people development, and regulatory compliance.

Responsibilities

• Leadership and Direction Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals. Functional Strategy Formation & Implementation Develop tactical plans for optimizing resources and assets being managed within Tied Financial Advisory Services to meet business growth requirements.

Business Planning

• Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators; develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets. Meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channel

Stakeholder Engagement (Internal and External)

• Develop stakeholder engagement through identifying stakeholders, finding out their needs/issues/concerns and reacting to these to support the communication of business information and decisions.

Promoting Customer Focus

• Manage, monitor and ensure that exceptional customer service is delivered across the the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.

Organizational Capability Building

• Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfil personal potential.

Operational Compliance

• Monitor and review performance and behaviours within area of responsibility to identify and resolve non-compliance with the organization's policies and relevant regulatory codes and codes of conduct.

Performance Management

• Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of team / personal objectives.

EDUCATION

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential);
• FAIS accredited NQF5 (120 credits) (Essential);
• KI Regulatory Examination (Essential);
• Full product holding accreditation (Essential)
• CFP (Advantageous)
• Business Related Degree (Advantageous)
• Management and/or coaching qualification (Advantageous)

Experience

General Experience

Minimum 5 or more years' experience managing a sales-driven team or multiteam in the financial sector (Essential)

• Experience within life and wealth long term insurance industry (Essential)
• Previous Tied Agent Experience (Advantageous)
• Managerial Experience Minimum 3 or more years' managerial experience within a financial services environment (Essential)

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JOB PURPOSE 

• Inbound or outbound policy sales, based on contacts and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose solutions and benefits to the customer.
• Need a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand

RESPONSIBILITIES 

Customer Relationships Development 

• Make calls by telephone to allocated customers to develop new relationships or either as a first point of contact.

Customer Needs Clarification 

• Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Sell Customer Propositions 

• Identify the products or services that best meet the customer's needs, use personal expertise to propose quantities within standard operating systems, policies and procedures.
• Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.

Performance Management 

• Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance.
• Ensure that business targets are met.

Operational Compliance 

• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
• Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Customer Relationship Management (CRM) Data 

• Schedule callback and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.

Sales Opportunities Creation 

• Identify potential customers by obtaining information, referrals, and recommendations/positive feedback from existing customers. Identify opportunities to recognize and know your customer for staff latitude.

Personal Capability Building 

• Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
• Keep up to date with business products and keep abreast of changes in the insurance industry, including competitor products.

General Education 

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential);

General Experience 

• 2 or more years call centre experience (Essential);
• Experience in Financial Services Industry (Advantageous)