Job Purpose

This role manages a sales team and distribution strategy and is accountable for the sales targets and profitability of the team, over periods of up to a year. The ideal candidate will oversee the end-to-end operational management of the Western Cape region through effective people and region management, in order to foster excellence in customer centricity, increase productivity and effectively align operational sales and customer services. In addition, they will be responsible for managing organisational sales by developing and implementing business plans, meeting planned goals, and co-ordinating with our marketing department on lead generation within our primary target market. The successful candidate will manage the Sales team activities and performance, set individual sales targets, ensure the achievement of these targets, as well as facilitate the ongoing coaching and training of the sales team.

Job Outputs:

• Compile, execute and monitor the sales strategy on provincial level
• Compile, manage and monitor sales budget
• Manage source development
• Manage policy conservation and retention
• Manage key stakeholder relations
• People Management in terms of recruitment, performance management and training & development of Financial Advisors and Independent Contractors
• Compile relevant management reports

Job Requirements

• National Senior Certificate/ Senior Certificate (Matric)
• Post-matric qualification relevant for Key Individual registration
• Regulatory examination for Key Individual and Representative
• Computer literacy (MS Office)
• Valid Driver’s license (Code 8-manual license)
• 4 years’ operational sales experience in life insurance products in the Life Mass Market sales
• 3 years’ managerial work experience in life insurance products in the Life Mass Market
• Previous management of Independent Contractor Sales force will be beneficial

Knowledge and Skills

• Extensive knowledge of Long-term Insurance products
• Practical knowledge of applicable legislation
• Excellent written and verbal skills
• People management skills
• Negotiations skills
• Knowledge of various distribution channels and marketing & product development strategies
• Ability to plan, forecast and budget for sales annually

Job Purpose

We are looking for a qualified and experienced individual, responsible for the implementation of strategic and tactical sales strategies, to increase acquisition, retention of insurance policies and increase average premium of existing business by means of upselling and expanding cover upon renewal. The incumbent will be responsible for cultivating client relationships, identifying new markets for business insurance, identify leads pipelines, participate in sales activities to optimize success as well as managing a team of Independent Contractors.

Job Outputs:

• Present our value proposition, that is tailored to the known interests, needs, issues, and concerns of decision makers and influencers within the organisation
• Obtain market intelligence and enhance the visibility and reputation of our organisation, its products, and its services by means of networking and representing the organisation at business sector events and Employee Wellness engagements
• Develop and implement a member contact plan to communicate product launches and engage the members on relevant sales campaigns
• Ensure Customer Relationship Management (CRM) by member information that has been gathered through research and/or through direct member interaction into the customer relationship management system, to ensure that the organization has quality data to enable effective customer retention and business development activities
• Monitor and assess sales and market data per geographical region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed
• Build and maintain relationships with relevant stakeholders
• Ensure effective resource capacity by means of timeous recruitment
• Engage with team members and identify training and development opportunities
• Engage with existing customers upon renewal of policies to grow the average premium by selling onto existing risks.
• Ensure that IC’s have a leads pipeline from which to sell
• Stay abreast of developments in the field of expertise, ensuring personal and professional growth.
• Understand and embrace the company’s vision and values, leading by example.
• Create a client service culture through various interventions
• Meet financial targets through monitoring, tracking, and reviewing performance of the team.
• Daily, weekly, monthly reporting on sales and leads activities
• Planning, compiling and presenting of Commercial Sales budgets.
• Put activities and actions in place to achieve and report on budget actuals
• Motivate Independent Contractors to perform and contribute to the success of the business by creating an environment of teamwork through engaging with staff (sharing information)
• Manage the onboarding of new Independent Contractors by ensuring proper briefing, training, and settling in of all recruited Independent Contractors

Job Requirements:

• National Senior Certificate/ Senior Certificate (Matric)
  Post-matric qualification relevant for Key Individual registration
• Regulatory examination for Key Individual and Representative
• Computer literacy (MS Office)
• Valid Driver’s license (Code 8-manual license)
• 4 years’ operational work experience in business insurance sales
• 3 years’ managerial work experience in business insurance.
• Managing in the sales environment for business insurance will beneficial
• Previous management of an Independent Contractor Sales force will be beneficial
• Managing of a sales force in business insurance, selling face-to-face will be advantageous

Knowledge and Skills:

• Application knowledge of relevant legislation e.g. FICA and FAIS
• Financial acumen
• Strong industry knowledge and engagement
• Target & process driven
• Proven track record and success in sales environment
• Excellent written and verbal communication skills
• MS office including Advanced Excel skills
• Technical product knowledge
• People orientated and ability to manage business owners / entrepreneurs
• Knowledge of various distribution channels and marketing & product development strategies
• Ability to plan, forecast and budget for sales annually

Insurance Professionals Wanted!

Mont Blanc Financial Services is a leading insurance brokerage based in the East Rand. Boasting almost 24 years in the industry, we strive to retain and grow our client base through providing solid, reliable, technically correct and innovative advice to address any insurance, risk management and financial needs.

MBFS is rapidly growing and with that growth comes more room for opportunity, as such we are currently looking to expand the family.

Current vacancies:

• Commercial Lines Broker
• Commercial Underwriter
• Personal Lines Broker
• Personal Lines Underwriter
• Financial Advisor

Our hiring process in a nutshell:
Application – Screening – Interview – Background checks – Offer – Placement

What’s it like working for us?

• Our workspace is gorgeous
• Our coffee culture is simply amazing
• The best Italian coffee – for free!
• Monthly functions
• We are growing rapidly

Should you be interested, please send your CV application to our recruiter Ansie on ansie@mbfs.co.za. If you are not contacted within 5 working days, kindly note that your application was unsuccessful.

Business Offering:

1.    Compliance support, including:

• CPD assistance
• Reporting (FSCA annual reporting, CPD and representative register)
• Provision of the onboarding pack for new business, including; The Broker Appointment Letter, Record of Advice documentation, Needs Analysis documents, Permission to Investigate, Welcome Pack and Application Form.
• Supervision assistance and documentation
• Advising of any regulatory changes
• Assistance with auditing requirements
• FSCA and FAIS ombud levies
• Complaint’s resolution

2. Administrative Support:

Handling of all the back-office support on your behalf, including:

•  Amendments
• Queries
• Claims and claims feedback
• Commission and reporting from insurers

3.    Reputable insurer benefits

4.     Marketing support:

• Monthly campaigns focused on new business and upselling to existing business – professionally designed and managed by a qualified marketing team

Requirements:

• Meet minimum FSCA related qualification requirements for Short-term Insurance: Commercial.
• Own vehicle
• Valid Driver’s license (Code 8-Manual)
• Cellular phone
• Please note that we provide a laptop (rent to own)

*Start-up capital funding options available (Subject to T&C)

 

The ideal candidate should be an experienced, assertive individual with strong administration abilities and good interpersonal skills.

Requirements:

• Matric;
• Minimum 5 years’ experience in Commercial and Personal claims;
• Must be FAIS qualified in both commercial and personal lines
• The necessary Regulatory Exams already completed.

Responsibilities and duties will include but are not limited to:

• Personal and Commercial Claims
• Appointing of Assessors
• Authorizing repairs/replacements
• Liaising with clients/relevant service providers
• Candidate must be able to communicate effectively, handle pressure and meet strict deadlines
• Own transport preferable

Please submit CV to greg@cookefuller.co.za

Applicants that do not receive a response within 14 days of submitting their application can consider their Application as unsuccessful.

Well-established financial planning practice is looking for a CERTIFIED FINANCIAL PLANNER® with 6 to 7 years’ experience with clients to join our team.

Qualifications:

• Bachelor’s Degree
• Post Graduate Diploma in Financial Planning
• Professional Competency Exam (PCE)
• FAIS Fit & Proper requirements met

Experience:

• 6-7 years in advising clients
• Financial Planning including Risk, Retirement, Estate, Tax
• Use of planning tools – XPLAN / Asset Map / Integrated Wealth Planner or similar
• Product knowledge – Allan Gray / Ninety One / Old Mutual Wealth / CIG / Hollard Life

Candidates must be willing to do an online habits test and to complete our application form after supplying their Curriculum Vitae.

Good moral values must be of high importance for the candidate.

 

Our well-established Financial Planning Company is looking for an enthusiastic, well-spoken, professional receptionist who loves to serve people, understands the financial services industry, and for whom good manners and good moral values are important.

Job description:

• Create a good first impression to our clients and visitors.
• Guard our entrance responsibly.
• Answer incoming calls pleasantly and make appointments enthusiastically.
• Serve clients well.
• Receive and welcome guests.
• Receive and send parcels and documents.
• Receive and execute tasks and instructions.
• Work as an integral part of our team.

Qualifications and experience:

• A bachelor’s qualification or at least matric with commercial subjects and mathematics.
• Knowledge of insurance and investment administration will be very beneficial.
• Computer literacy (MS Office), understanding of XPLAN (or appropriate CRM systems), typing skills.
• English with very good communication, verbal and writing skills. Afrikaans will be very beneficial.
• Administrative skills

Other:

• Patient and kind, yet firm and friendly
• Attentive, tidy, methodical, productive
• Manage difficult situations calmly.

 

Are you a resilient salesperson with persuasive tele skills?

This is an incredible opportunity to join a leading financial services provider. This is a pure tele financial advisor role that will focus on discretionary investment inflows, while we provide you with a support structure that frees you up to provide exceptional financial advice.

We boast over 25 years’ experience in the industry and strive to find the best fit for our clients, ethically and transparently.

Working here

We are fin-tech innovators with a passion for delivering exceptional personalised service at massive volumes. Our culture is underpinned by teamwork, transparency, respect, fairness, accountability and courage… and we’re a very welcoming and supportive bunch!

Requirements:

• Must have a background in Direct Sales (Tele-Sales or Face to Face) with a proven track record
• Background or knowledge in Investments would be advantageous
• English and Afrikaans proficient
• Excellent communicator – Influential, concise, rational and persuasive
• Positive attitude and a team player
• Self-Starter (Exemplary work ethic)
• Comfortable providing telephonic advice and able to overcome objections
• Discretion, judgment and high levels of trust
• Fully computer literate in Microsoft suite of products (Word, Excel, PowerPoint, Outlook)

Advantages:

• Ability to work from home or office, with offices based in Johannesburg, Cape Town andEast London. The first three months will be office-based for training purposes.
• Complete back-office support provided.
• Backed by a unique system that ascertains a client’s needs from the get-go.

Earning potential:

• Remuneration to be discussed during interview.
• Active and passive income opportunities with unlimited commission potential.

Applications:

Submit a comprehensive CV, including a covering letter why you feel you are suitable for this position to wendy@springpointfinance.co.za. Please include proof of required qualifications.

Are you an architect of financial safety nets, wishing to get in front of more clients?

This is an incredible opportunity to join a leading financial services provider that strives to find the best fit for our clients, ethically and transparently. Your role will focus on risk products (life, disability, dread disease, income protection), while we provide you with a support structure that frees you up to do what you do best – give solid advice to our quality prospects.

Requirements:

• Minimum 2 years’ experience in providing risk insurance advice
• Currently registered as a Representative for a registered FSP
• Have completed any supervisory requirement as required by FAIS
• RE5 Qualification
• NQF 5 Qualification or higher
• Completed Class of Business for Cat 1
• English and Afrikaans proficient
• Excellent communicator – Influential, concise, rational and practical
• Discretion, judgment and high levels of trust
• Fully computer literate in Microsoft suite of products (Word, Excel, PowerPoint, Outlook)

Advantages:

• Ability to work from home or office, with offices based in Johannesburg, Cape Town and
  East London.
• Complete back-office support provided.
• Backed by a unique system that ascertains a client’s needs from the get-go.

Earning potential:

• Remuneration to be discussed during interview.
• Start earning from your first month.
• Active and passive income opportunities with unlimited commission potential.

Applications:

Submit a comprehensive CV, including a covering letter why you feel you are suitable for this position to wendy@springpointfinance.co.za. Please include proof of required qualifications.

NVest Financial Holdings (Pty)Ltd is looking to employ a Compliance Officer with some relevant experience to assist the Head: Group Compliance, for their head office based in East London, to ensure that various companies within the Group of Companies comply with necessary legislation within the Financial Services industry as well as assisting with some company secretarial duties.

Minimum Qualifications, Experience levels and Competencies:

1.  Have a BCom Financial Planning or equivalent qualification (a Compliance and Risk Certificate will be advantageous) AND
   1. • 2 years or more Compliance Department / function experience in the financial advisory or asset management fields.  Experience with FAIS and FICA is essential (with experience in and knowledge of other related areas such as the JSE Equities Rules being advantageous) OR
      •  Be able to show a strong working knowledge (2 years + work experience) of FAIS, FICA and other relevant regulation in order to demonstrate a strong ability to learn and grow quickly within the Compliance Environment
2.  Experience in or knowledge of company secretarial responsibilities and/or Companies Act would be advantageous, but not essential.
3. Very strong work ethic, prepared to get very involved in operational issues at all levels (i.e. Prepared to get hands dirty and work hard), very high level of initiative (and ability to judge when to make a decision and when to refer/get approval), have a track record of being able to make good decisions and work relatively unsupervised but still be able to forge excellent working relationships with employees and management of various other business units.

Skills:

• Compliance monitoring.
• Excellent report writing skills.
• Ability to interpretation of legislation.
• Takes initiative.
• Able to work with in a team
• Excellent communication (both written and verbal)
• Have an extremely strong eye for detail.
• Ability to work under high levels of pressure.

Summary of Areas of Responsibility:

1.  Internal Compliance Officer Functions

• •     Ensuring that various companies within the Group of Companies (mainly financial sector) comply with necessary legislation (predominantly FAIS and FICA but knowledge of NCA and POPIA will be advantageous(. Duties will entail:
    •  Onboarding of clients, conduct client risk rating reviews considering the information gathered during the Client Due Diligence process including research to establish if there is adverse media and such relating to  clients and determining whether AML risk level of a client should be lowered or raised and escalate accordingly.
    • Utilise external subscription databases to screen existing clients, their directors and shareholders (if applicable) in order to identify PEPs, influential persons, presence on Sanctions lists, criminal activity and adverse press. Escalate these issues where appropriate.
    • Assist in maintaining the firm’s PEP databases.
    • Provide support and guidance to the Group and its subsidiaries with a focus on regulatory requirements, standards and best practice related to Compliance and relevant legislation and policy.
    • Assist the Head: Compliance with due diligence investigations if required.
    • Conduct file monitoring to ensure appropriate levels of compliance and report accordingly.
    • Assist with FSP applications including Representative and KI applications.
    • Assist with the review of FAIS documents.
    • Collaborate with other departments to create a culture of compliance and compliance awareness.
    • Ensuring overall business compliance between and across all units within the group.
    • Ensuring a strong working knowledge of the relevant legislation and relevant codes of conduct and directives.
    • Ensuring a strong working knowledge of relevant Group policy and processes (particularly those related to performing the relevant functions)
    • Giving appropriate input into improving compliance processes.
    •  Input into submission of various regulatory reports on behalf of Group companies as may be required.
    • Helping conduct training of other staff as required by regulations and/or deemed appropriate in terms of need.
    • Ensuring strong communication within the department and towards Group employees.

If you meet these minimum requirements and wish to apply: PLEASE SEND CV WITH THE FOLLOWING INCLUDED IN A COVERING LETTER OR EMAIL: recruitment@nvestholdings.co.za

(if the application does not include the below, your application will not be considered, and your CV will not be read or considered further):

1. Introduce yourself.
2. State why you are interested in applying for this position.
3. Tell us why you feel you meet the above-mentioned minimum requirements and why you feel you would be suitable for the role.
4. Explain why you want to leave your current employer (if applicable).
5. State your salary expectations and current salary level.
6. Confirm notice period required and/or availability.
7. Current location and reason for wanting to relocate to East London