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The above position is vacant at our Kuruman Branch. The overall purpose of this position is to assist the Operations Manager within the Cash in Transit division and ensure that Cash in Transit (CIT) operations are conducted according to planned procedures and schedules.

Minimum Requirements:

• Clear Criminal record
• PSIRA accredited with a minimum Grade C qualification
• Cash In Transit (CIT) certificate
• Firearm competency – with a minimum handgun (for business purposes) qualification
• Computer literate (compulsory)
• At least 3 years’ experience in security industry or similar role (Advantageous at FSG)
• CIT management/ supervisory experience is advantageous
• Valid driver’s license is advantageous
• Own transport is advantageous
• Able to work under pressure
• Prepared to work irregular hours
• Clear disciplinary record

Key Performance Areas (not totally inclusive):

• Take full responsibility and accountability for the vehicle i.e. report mechanical faults, refuelling, operating the various security systems, ensure cleanliness of the vehicle, etc.
• Assisting with daily operational requirements
• Ensure security and manage movement of CIT schedules during transit
• Driving of the CIT vehicle when needed (if applicable)
• Accident prevention and reporting
• Maintain contact with the controllers
• Carryout Security drills and maintain security awareness
• Take preventative actions towards any reported suspicious activity
• Liaise with clients and all staff - specifically Management
• Complete documentation and administration e.g. daily roster and reports to be submitted to management
• Report all delays to the Operation Manager immediately
• Risk Management and compliance

Other Personality Attributes and core competencies:

• Must be honest and reliable
• Must have good verbal and language abilities
• Must be assertive
• Pay attention to detail
• Customer service and relations
• Quality Assurance
• Planning and organising skills
• Alertness

We reserve the right not to make an appointment to any advertised position.

Whilst preference is given to existing employees at all times and the choice made is purely on merit, Historically Disadvantaged Candidates and Black Female Candidates are encouraged and supported in the FSG team. Whilst black female candidates will be given priority as per our transformation policy subject to the above criteria.

Fidelity Services Group (Pty) Ltd supports global fair practice and business ethics on continuous development of our human capital as the key resource to our success in the markets in which we participate.

Should you not be contacted regarding this position within 10 working days from the closing date, please regard your application as unsuccessful.

Who are we?

Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:

• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added products

Sales Delivery:

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch Client Service and Client Retention:

• Responsible for servicing and managing all client profiles to ensure clients remain on the books.
• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.
• Gain insight into client risk profiles to proactively identify where support will be required.
• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
• Responsible for in-branch servicing in line with client experience standards:
• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, Compliance and Continuous Development:

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

Monthly Planning and Reporting:

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager

• 1-year experience in a sales or marketing capacity
• Experience within insurance branches an advantage
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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Date: 19 Aug 2025

Location:

Kuruman, Northern Cape, ZA

Who are we?

Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:

• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added products

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch Client Service and Client Retention:

• Responsible for servicing and managing all client profiles to ensure clients remain on the books.
• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.
• Gain insight into client risk profiles to proactively identify where support will be required.
• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
• Responsible for in-branch servicing in line with client experience standards:
• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, Compliance and Continuous Development:

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

Monthly Planning and Reporting:

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager

• 1-year experience in a sales or marketing capacity
• Experience within insurance branches an advantage
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment

Broker Support

Administration and processing of new and existing business

Business Building

Partnership Building

Coach and develop others

Business insight - Contributing independently

Decision quality - Contributing independently

Builds effective teams - Contributing independently

Plans and aligns - Contributing independently

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Carry out standard customer service activities and handle simple customer inquiries.

Assess compliance with established standards and protocols for routine inquiries.

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.

Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Carry out routine business development support tasks and assist others by following established procedures.

Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Competencies

Education

Closing Date

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Relationship Executive (Kuruman) - Pipeline

Job Type: Full time

Posted: 6 Days Ago

Application Deadline: December 31, 2025 (30+ days left to apply)

Job Requisition ID: R-15978539

With over 100 years of rich history, positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future, and shape our destiny as a proudly African group.

Job Summary

Optimize the profit and economic value of portfolios of Growth Business key account clients requiring medium to high complexity commercial banking requirements by focusing on:

• origination efforts to acquire new clients;
• cross-sell to existing client base;
• coverage efforts to service clients in accordance with the segment CVP.

Job Description

Drive Financial Targets: Maintain primary ownership of a portfolio of Growth Account clients, differentiated by the level of complexity of the client base.

Relationship and Service Management: Actively develop strong client relationships. Conduct regular client visits in accordance with the Commercial Growth Account Value Proposition and initiate changes to ABB Product by providing input into product development to better serve our clients.

Manage Risk Assessment: Adhere to the bank's policies and procedures and ensure compliance. Take ultimate ownership of the portfolio's risk management by understanding both the Bank's and the clients' regulatory and compliance environments.

Collaboration: Constantly seek to improve ways of working by challenging the status quo, supporting an empowering team environment, sharing knowledge, experience, best practices, and providing constructive feedback as required.

Education

Bachelor's Degree and Professional Qualifications in Business, Commerce, and Management Studies (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups to contribute to demographic diversity and representation.

Absa Bank Limited reserves the right not to make an appointment to the advertised post.

Join to apply for the Associate Financial Advisor role at Old Mutual South Africa

1 week ago Be among the first 25 applicants

Join to apply for the Associate Financial Advisor role at Old Mutual South Africa

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Advisor

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Skills

Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

31 July 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at Old Mutual South Africa by 2x

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Kuruman, Northern Cape, South Africa 3 weeks ago

Kuruman, Northern Cape, South Africa 1 week ago

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Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and a strong position as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future, and shape our destiny as a proudly African group.

Job Summary

Optimize the profit and economic value of portfolios of Growth Business key account clients requiring medium to high complexity commercial banking requirements by focusing on:

1. origination efforts to acquire new clients;
2. cross-selling to existing client base;
3. coverage efforts to service clients in accordance with the segment CVP.

Job Description

Drive Financial Targets: Maintain primary ownership of a portfolio of Growth Account clients, differentiated by the level of complexity of the client base.

Relationship and Service Management: Actively develop strong client relationships. Conduct regular client visits in accordance with the Commercial Growth Account Value Proposition and initiate changes to ABB Product by providing input into product development to better serve our clients.

Manage Risk Assessment: Adhere to the bank's policies and procedures and ensure compliance. Take ultimate ownership of the portfolio's risk management by ensuring a good understanding of both the Bank's and the clients' regulatory and compliance environments.

Collaboration: Constantly seek to improve ways of working by challenging the status quo and supporting an empowering climate within the team, sharing knowledge, experience, best practices, and providing constructive feedback as required.

Education

Bachelor's Degree and Professional Qualifications in Business, Commerce, and Management Studies (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achieving an equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised.

Join our client as a Bank Branch Consultant, where you’ll promote and sell our client’s comprehensive product range to clients. Your role involves developing new contacts and sales leads through our client’s internal campaigns and your own referrals, all while upholding the highest standards of responsibility and client service.

• Achieve and exceed customer growth, revenue, and collections targets.
• Meet individual activity metrics for all product lines.
• Execute the Bank’s sales strategy, focusing on upselling, cross-selling, and capital take-up.
• Proactively engage with existing and prospective customers through outbound calls and in-person visits.
• Convert sales opportunities from customer queries, inbound requests, and lead generation.
• Maintain and grow relationships with customers to generate new business.
• Manage your sales pipeline, ensuring accurate tracking of prospects and activities.
• Conduct financial needs analyses and follow up with clients as necessary.
• Prepare and present weekly, monthly, and quarterly sales reports.
• Manage cash, CAM, and credit card administration tasks as required.

• Stay informed about products, services, and market trends.
• Identify and act on referral opportunities within the branch.
• Support the branch’s business goals through marketing, promotions, and community events.
• Ensure compliance with marketing policies and procedures.

• Ensure high deal quality by accurately completing product applications with customers.
• Adhere to all regulatory requirements and Bank policies.
• Report any incidents of fraudulent behavior or compliance breaches.
• Maintain a zero-defect approach in deal quality and income/expense capturing.

• Uphold the Bank’s Customer Service Standards and Treating Customers Fairly (TCF) principles.
• Take ownership of application quality, query resolution, and customer satisfaction.
• Work collaboratively to enhance customer engagement and success.

• Participate in ongoing sales and service development training.
• Complete all required product, risk, and compliance training.
• Engage in personal development initiatives to enhance your value to customers.

• Ensure compliance with all branch security, safety, and operational procedures.
• Perform additional administrative duties as required by management.

• NQF 6 FSCA aligned qualification or business-related degree.
• Minimum 2 years of sales and client service experience.
• Full Rep in all Product Categories.

• Strong attention to detail and accuracy.
• Excellent administrative and client-focused skills.
• Proven ability to sell and close deals.

• Results-driven with a strong customer focus.
• Effective communication and networking skills.
• Ability to follow instructions and procedures meticulously.

Apply now to be part of a dynamic team that values customer success and professional growth.

Join to apply for the Commissioned Financial Advisor role at Old Mutual South Africa

4 days ago Be among the first 25 applicants

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Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at Old Mutual South Africa by 2x

Kuruman, Northern Cape, South Africa 2 weeks ago

Kuruman, Northern Cape, South Africa 4 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.