Technical Advice Specialist

8 hours ago


Centurion, South Africa OUTVest Full time

Company Description

OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values.

Our continued success can be attributed to OUTstanding employees who set the bar high with their energy and expertise. If you’re keen to grow your career in a vibrant environment with lots of friendly ‘gees’, this could be the career opportunity you’ve been looking for.

The Life and Investments Face to Face Business within OUTsurance Life (Pty) Ltd requires the services of a passionate individual to work in our Technical Advice Support (TAS) Department as a technical advice specialist.

**Job Description**:
The TAS department is primary responsible for providing technical and advice support to the OUTsurance Financial Advisors (OFA’s) working in the face to face space of the business. The TAS department has the following four strategic objectives:

- 1. _Technical Advice Support_
- 2. _Supervision Activities_
- 3. _Training and Development_

4. _Content Generation_

This role is suitable for someone who has a passion to help improve and revolutionize the manner in which financial advice (both life and Investments) is dispensed and monitored. The role offers an opportunity to practice and enhance your current financial advisory skills and knowledge.

**Duties**
- You will assist the TAS Department in achieving its four overarching strategic objectives and any additional objectives identified in time, as the Life and Investments Face to Face business evolves and matures
- You will be required to assist and drive numerous supervision activities and will be responsible for completion of various supervision actions and functions. You will also fulfil the role of a supervisor as defined and set out in the FAIS Act
- You will be required to research and stay up to date with the latest regulatory reforms and changes and assist in ensuring that the face to face advice force remains up to speed with any changes and developments identified
- You will be required to assist in drafting relevant educational, professional and general content as identified and directed by the head of the TAS Department
- You will be required to assist with training and development of the face to face sales force as and when required
- You will assist and support other departments within the OUTvest and OUTlife businesses with regards to technical advice related matters and queries
- You will assist with the various quality assurance functions of the TAS Department
- You will assist with the identification, development and sourcing of advice related tools and calculators, these include but are not limited to advice templates, financial calculators and estate planning tools
- You will assist the TAS Department with the drafting and reviewing of all Life and Investments Product Specific Training material from time to time and where required will assist with face to face training sessions
- You will assist with various adhoc projects and requirements as identified by the leadership of the OUTvest and OUTlife businesses to support and assist with the expansion and development of the face to face sales force
- You will assist with the drafting various business reports and MIS functions of the TAS Department as well as reporting to management
- Drafting technical advice documents and summaries to support the face to face support staff
- As and when identified, you will be required to accompany OFA’s when consulting with clients to provide support with technical advice. This may also include travelling to other provinces from time to time as the business grows
- To assist the TAS department with the evolution and development of an advice house view including a holistic advice framework

**What does the role offer?**
- The opportunity to be part of, define and pioneer a new exciting specialist department within the Life and Investment businesses of OUTsurance striving for advice excellence
- The opportunity to learn and develop management skills
- The opportunity to understand and work with data in a data centric company and how to best use data to improve efficiencies
- The opportunity to drive your own financial growth and future

**What kind of person are you?**
- Honesty, integrity and respect are values that underpin your character
- You are passionate about providing high quality financial advice to help clients and OFA’s make better financial decisions
- Going above and beyond the norm
- Flexible and adaptable
- Embrace change
- Eye for detail
- Diligent and thorough
- Absorb pressure well
- Enjoy a high paced, quick moving environment
- Focused and professional
- Good communication skills both written and verbal (essential)
- Patient

**Qualifications**:
Meet **all the Fit and Proper Criteria** as per the FAIS Act and the FAIS General Code of Conduct:

- RE 5


  • Advice Analyst

    1 week ago


    Centurion, South Africa Momentum Metropolitan Holdings Full time

    -Introduction Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. Role...


  • Centurion, South Africa Momentum Life Full time

    **Introduction** Velocity Club is looking for an experienced, innovative and dynamic financial planner that wants to take their career to the next level. Momentum Velocity Club is an unique and exciting initiative responsible for new generation face-to-face financial planning. **Role Purpose** To manage a team of advice analysts in VC Advice Hub in order...


  • Centurion, South Africa Munsoft Full time

    The Technical Support Specialist is a key member of the operations team, with particular focus on the technical and data component of the Munsoft FMS software. This person will work closely with the FMS Support Consultants, Project Team and Development to help resolve technical problems and ensure quality of service delivery. This position requires in-depth...


  • Centurion, South Africa Network Recruitment (South Africa) Full time

    My clients are a specialist in the supply of valves to large industries like mining, FMCG, pulp and paper industry. With of experience in the industry has made them one of Southern Africa’s top suppliers. They pride themselves on being technical specialists who fully understand TCO principles. To join this amazing organisation, you need to be a specialist...


  • Centurion, Gauteng, South Africa Placement Point Full time

    We are seeking a highly skilled Senior Technical Support Specialist to join our team at Placement Point. As a key member of our technical support team, you will be responsible for providing first-line technical support to our customers. This role is ideal for an individual with a passion for troubleshooting and resolving technical issues.Job Summary:The...


  • Centurion, South Africa Profile Personnel Full time

    **Technical Field Specialist **required for a reputable automotive manufacturing company based in **Centurion, Gauteng** **Requirements**: - Degree or National Diploma in any relevant Engineering Field or Diploma/Degree in Operations Management with a Motor Mechanic Trade Certificate and a Master Technician Certificate - Minimum 5 years motor industry...


  • Centurion, South Africa African Arete Full time

    Technical Training Specialist required for a client site in Centurion. Requirements is as follows - Grade 12 Diploma in IT - Five years above working experience in IT technology company especially working for enterprise level products or service - Deep understanding of digital transformation business drivers, cloud platforms, emerging computing trends and...


  • Centurion, South Africa De Beers Group of Companies Full time

    Company Description - We have an exciting position for a Specialist Technical Support and Integration. The role of the Specialist Technical Support and Integration is to support the Kumba’s Localised & Preferential Procurement Strategy across all departments for Sishen and Kolomela mine. The role will require setting direction for Localised Suppliers by...


  • Centurion, Gauteng, South Africa Telebest Full time

    About the Job:We are seeking a skilled Technical Security Specialist to join our team at Telebest in Cape Town. The successful candidate will have a strong background in Electrical Engineering (Heavy or Light Current), with trade test certification and a valid SA Driver's License.Job Requirements:N6 Electrical Engineering (Heavy or Light Current)At least...


  • Centurion, South Africa Corteva Full time

    **Description**:** GROWING WHAT MATTERS STARTS WITH YOU** Corteva Agriscience, the world's first dedicated agriculture start-up, serves to enrich the lives of those who produce and those who consume, ensuring progress for generations to come. Our employees fulfill this purpose everyday by building/participating in an inclusive culture where we encourage...


  • Centurion, Gauteng, South Africa Metso Outotec Full time

    About the RoleWe are seeking a highly skilled Sales and Technical Support Specialist to join our team in Africa. This is an exciting opportunity for an individual with a strong background in sales and technical support to work with a leading provider of minerals processing equipment.


  • Centurion, South Africa Mayfly Agri (Pty) Ltd Full time

    **Minimum requirements for the role**: - Must have an M.Sc in Animal Science - Five years relevant sales and marketing experience at an animal feed company would be ideal - Sound knowledge of Monogastric Nutrition within the poultry market is essential - Must be able to create and maintain good interpersonal relationships with clients, farming communities...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Description:We are looking for a highly skilled Technical Software Specialist to join our team at Network Recruitment. As a key member of our development team, you will be responsible for designing, optimizing and maintaining business databases, implementing front-end applications, and scaling server-side applications.Required Skills and...


  • Centurion, Gauteng, South Africa Scholtz Partners International Full time

    We are seeking a qualified and experienced Automotive Industry Senior Technical Specialist to join our team at Scholtz Partners International. The successful candidate will have a strong background in workshop management and technical knowledge, with the ability to work on all vehicle makes and models.Job OverviewOur client is a reputable company in the...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    We are looking for a Technical Mining Solutions Specialist to join our dynamic team at Network Recruitment. Location: Gauteng region.Job Description:A leading company in the Gauteng region is seeking an experienced Technical Sales Representative to focus on selling technical solutions into the mining sector. This role requires a proven sales record and...


  • Centurion, Gauteng, South Africa ICT Engage Full time

    Job OverviewA challenging opportunity has arisen for a Technical Network Support Specialist to join ICT Engage. The successful candidate will be responsible for the administration, troubleshooting and maintenance of voice and data networks including routers, gateways and PBX phones.Key ResponsibilitiesAs a Technical Network Support Specialist, you will be...


  • Centurion, Gauteng, South Africa C3 Resources Full time

    Job SummaryC3 Resources is seeking an experienced Mechanical Drafter and Technical Documentation Specialist to join our team. In this role, you will be responsible for creating detailed and assembly drawings, as well as writing high-quality assembly instructions for production use.

  • Advisor Technical

    4 months ago


    Centurion, South Africa Afgri Full time

    To provide support and technical advice where specialised knowledge is required to resolve problems and enhance skill levels of customers and support staff. This role forms part of the internal knowledge center within AFGRI Equipment. Works with the Workshop Managers and Technical Advisors to help solve problems. Helps to improve Technicians’ diagnostic...


  • Centurion, Gauteng, South Africa Placement Point Full time

    Job Title: Technical Support SpecialistAbout the RoleWe are seeking a highly skilled and motivated Technical Support Specialist to join our team at Placement Point in Irene. This is an excellent opportunity for individuals with a passion for providing top-notch technical support to customers.Key Responsibilities- Logging and managing support calls on Manage...


  • Centurion, South Africa Six Sense Full time

    Gauteng, Centurion R 0 - R 0 Annually Cost To Company (Market related) A well-established business is seeking to appoint a Senior Technical Specialist: SAP To provide ERP configuration and software program development, maintenance and support services through gathering user requirements from business process owners. To provide ERP system training to process...