Role specifications

Company: Maptte Financial Service (Pty) Ltd, www.maptte.co.za

Job Title: Sales Representative- Field

Reports to: Sales Team Leader

Contract Type: Full Time – Independent contractor

Number of positions: 100

Expected start date:  Refer to recruitment target

Monthly salary: R3000 basic plus comm

Areas: Johannesburg

Key Responsibilities

• Understand client’s needs and financial objectives
• Provide full support and solutions to meet client’s needs and financial objectives
• Analyze and interpret product summaries and performance reports
• Cross and upsell products (Funeral, Life, Medical, Investment products etc.)
• Attend regular training
• Meet and exceed sales target
• Identify places for marketing drives
• Create and maintain a list/database of prospective clients
• Analyze the financial implications of acquiring or cancelling of insurance products
• Recommend adjustments to client portfolios based on socio-economic life changes
• Build and retain clients by maintaining constant contact and providing excellent customer service
• Document sales by creating and updating client profile records
• Research potential leads from business directories, web searches, or digital resources
• Maintain honesty, integrity, and client confidentiality

Renumeration and Perks

• Commission – Uncapped
• One of the high performers to date salary earn – R 58 482 01
• Profit shares
• Meaningful incentive programs like take the day off  or “take a break”– you deserve it”
• Days Off
• Ongoing coaching, Training and development
• Flexible, supportive and responsive management team

Minimum Requirements

Tier 1

• Matric or equivalent
• RE5
• Sales experience (at least 18 months)
• Insurance experience
• Experience in Long term insurance or Investments
• Dofa experience (at least 12 months)
• Class of business training on a combination of long term, short term and investments
• Valid driver’s license and own car
• Own Smart Phone
• Own laptop
• Clear criminal record
• Clear credit record
• Target driven

Computer skills:

• Computer skills (MS office)
• Computer skills (Zoom, Google Meet & Teams)

Competencies:

• Tenacious
• Assertive
• Networking ability
• Influencer ability
• Ability to work in a Team
• Ability to self-manage
• Ability to work a in a fast-paced environment
• Effective planning and organizing skills
• Effective time management skills
• Effective communication skills
• Ability to work a in a fast-paced environment

Tier 2

• Matric or equivalent
• Sales experience (at least 6-12 months)
• Valid driver’s license and own car: advantageous not required
• Own Smart Phone
• Own laptop
• Clear criminal record
• Clear credit record
• Target driven

Competencies:

• Tenacious
• Assertive
• Networking ability
• Influencer ability
• Ability to work in a Team
• Ability to self-manage
• Ability to work a in a fast-paced environment
• Effective planning and organizing skills
• Effective time management skills
• Effective communication skills
• Ability to work a in a fast-paced environment

Tier 3

• Matric or equivalent
• Valid driver’s license and own car: advantageous not required
• Own Smart Phone
• Own laptop
• Clear criminal record
• Clear credit record
• Target driven

Competencies:

• Tenacious
• Assertive
• Networking ability
• Influencer ability
• Ability to work in a Team
• Ability to self-manage
• Ability to work a in a fast-paced environment
• Effective planning and organizing skills
• Effective time management skills
• Effective communication skills
• Ability to work a in a fast-paced environment

At Maptte we offer cutting edge financial & investment services to our clients. We are also vested in the growth of our employees and as a result provide training and development for our professionals through our very own Maptte Academy. We offer RE1 and 5 to become a Financial Advisor or Key Individual. We invest in your journey through our mentorship programs and increase your knowledge by offering a variety of product training in cellular, banking and IT platforms. Join our dynamic winning team of members who have grown in various areas within the business including Key Account Manager roles attained in less than a year!

 

 

 

Verso Wealth East London is looking for a self-managed, self-motivated, and coachable individual to join their team as a para planner, with a view to becoming a financial planner in his or her own right. The  incumbent will be part of a small team and will assist an experienced financial planner with 30 years experience, with para planner duties, in respect of preparing for and drafting detailed personalised holistic financial and investment plans as well as office and planning related duties. The successful applicant must be a focused individual who follow an orderly, detailed, and systematic approach to work, with a high level of accuracy whilst also able to work under pressure. He or she must be a self-motivated financially discerning individual with clear and concise communication skills in English – verbal, writing and telephone, and be able to work in a team.

The successful applicant must maintain best practice standards and comply with all present and future statutory and regulatory requirements regarding specific financial products, personal character qualities, qualification requirements, experience requirements and professional conduct.

Purpose of the role:

To support the financial planner with preparing and drafting holistic financial and/or investment plans using planning tool optimally, interpret outcomes and propose suitable solutions as agreed upon from time to time. This includes:

• Research on advice-related issues to be utilised in client reports.
• Upload client financial information onto the software systems, prepare scenarios to be used by financial planner in the preparation of written financial plan.
• Prepare analysis of client portfolio on behalf of Financial Planner in accordance with practice procedures and policies as well as client and advisor requirements.
• Draft financial plan and prepare required documentation for Financial Planner.
• Assist in managing the client review process for Financial Planner.
• Handle all top up/ad hoc investments and rebalancing of portfolios.

Summary of responsibilities:

• Minutes of meetings
• Preparation of meeting packs
• Risk Management record keeping for compliance and monitoring purposes
• Analysis on Portfolios
• Telephonic and email query resolution
• Update and timeline management for client reviews
• Financial market and fund research
• Where required, accompanying the Financial Planner to meetings and draft feedback to be sent to clients timeously
• Prepare for review meetings by drafting review reports on behalf of the Financial Planner
• Investment Planning
• Prepare financial calculations for client portfolios where required
• Continuous research of the ongoing developments in investment products
• Undertake research of various investment and advice options for clients
• Participation and completion of assigned projects
• Adhere to all compliance in terms of FIC, FAIS and POPIA regulations
• Ongoing maintenance and development of professional knowledge to satisfy the current industry and legislative requirements

Role requirements:

Qualifications and Requirements

• Post-Graduate Diploma in Financial planning
• At least 4 years work experience in the industry
• Being a Certified Financial Planning professional will be an advantage
• Meet fit and proper requirements
• Fluent in English

Skills

• Computer literacy in Excel, Word and Office is critical
• Ability to develop and maintain relationships necessary for the development of rapport with clients
• Strong written, verbal, and interpersonal communication skills
• A thorough understanding of compliance issues associated with the providing of Financial Advice

Behavioural Competencies

• Client centric and ability to work with range of personalities
• Take ownership of responsibility and tasks
• Well-spoken and professional
• Self-starter and self-motivated
• Intellectual Curiosity
• Ability to work under pressure and meet deadlines
• Integrity and high ethical standards
• Ability to work independently as well as part of a team
• Professionally mature

Please forward your CV and proof of qualifications to the Practice Manager in Cape Town, Roger van Schalkwyk: roger@verso-wealth.co.za before  22 March 2022.

What does the Client Service Consultant do?

This career opportunity is available at Santam Direct for the Client Engagement Department; the successful incumbent will be based in Bellville.

What will make you successful in this role

• Accurately capture client information on the relevant system.
• Execute client requests within the agreed timeframes, quality standards and legislation.
• Handle all the administrative tasks according to agreed standards and turnaround times.
• Engage with client in a client centricity manner.
• Ensuring accurate completion client requests and follows up to ensure queries are resolved timeously, as per service level agreement.
• Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence.
• Ensuring client service level agreements are met and exceeded.
• Excellent time management skills.
• Consistent achievement of agreed productivity

Qualifications and Experience

• Grade 12/ Matric
• NQF Level 4 Qualification in Short Term Insurance
• Regulatory Exam (RE 5)
• Minimum 3 years’ experience in a short-term insurance environment
• Willing to work shifts as well as overtime

Who we are

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

We invite qualified applicants to submit their cover letter, CV, and salary requirements in MS Word to Viko.Mazwi@santam.co.za. Should you be aware of a qualified individual, please pass this vacancy on to them.

Santam has positions available for Sales Consultants in the Cape Town and Johannesburg regions. The successful candidates will offer world class products and services to clients, whilst achieving sales targets

Principle Accountabilities

• Maintain excellent product knowledge
• Operate in an Inbound/Outbound Centre environment
• Execute correct, factual information relative to products and benefits in accordance with the requirements laid out by the Financial Advisory and Intermediary Services Act (FAIS ACT).
• Handle all the administrative tasks according to agreed standards and turnaround times.
• Accurately capture client information on the relevant system.
• Engage with client in a client centricity manner.
• Ensuring accurate completion client requests and follows up to ensure queries are resolved timeously, as per service level agreement.
• Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence.
• Consistent achievement of agreed productivity
• Excellent time management skills.

Minimum Requirements

• Grade 12/ Matric
• NQF Level 4 Qualification in Short Term Insurance
• Successfully completed Regulatory examination
• 3 years experience in the Call centre environment
• Experience in short term insurance
• Willing to work shifts as well as overtime

Who we are

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

We invite qualified applicants to submit their cover letter, CV, and salary requirements in MS Word to Viko.Mazwi@Santam.co.za. Should you be aware of a qualified individual, please pass this vacancy on to them.

OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.

OUTsurance is a formidable player in the short term insurance market. As a values-based organisation we take our reputation for awesome service and innovation seriously and strive for excellence in all we do.

Overview and Purpose of the Role:

Our business product offering has grown significantly over the years which has led to the development of the face to face distribution channel. To facilitate this model the positions of OUTsurance Broker (Face to Face) have emerged.

The incumbent of this newly created position will be responsible for growing and developing the business insurance portfolio.

The key outputs for this role are as follows:

• New Business sales
• Client service and management
• High level performance

The OUTsurance Broker: Face to Face Distribution must align themselves with the OUTsurance culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.

Qualification and Experience:

Essential

• Completed Matric or National Senior Certificate
• FAIS credits/Full Insurance Qualifications (depending on Dofa)
• RE5 (depending on Dofa)
• Must have your own reliable transport
• Valid code B driver’s license
• 2 years insurance external sales experience

Responsibilities:

Build your own insurance portfolio by:

• Being able to prospect for new clients through networking, Cold calling and door – door canvasing for new business
• Effective communication with both internal stakeholders and clients.
• Conduct a comprehensive risk evaluation for the client.
• Providing solutions to clients by selling OUTsurance short term products aligned to the needs of the client.
• Drafting, tracking and measurement of your personal business plan.
• Providing on-going service and support to your individual client base (amendments, renewals, claims etc.).
• Retention of existing business including renewal discussion in line with FAIS
• Developing internal/external relationships with clients.
• Continuous building of your client base hence securing future income.
• Keeping abreast with the commercial insurance market changes and developments.
• Achieving/Exceeding targets consistently
• Providing feedback to line management when requested.
• Attending all weekly and adhoc team meetings.
• Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying.
• Adhering to all quality standards and measures in place.

Competencies:

• Self-starter
• Communication (verbal and written) in English
• Numerical & mathematical skills
• Team supervisory skills
• Confident and enthusiastic self-starter who can take initiative
• Must be able to work independently as well as part of a team – balances team and individual responsibility, provides and accepts feedback
• Analytical skills
• Problem-solving skills
• Relationship management skills
• Presentation and facilitation skills
• Resilience – Ability to work well under pressure in dynamic environment
• Flexible and adaptable
• Influential, concise, rational and practical communicator
• Creative flair and innovative thinker
• Relationship management
• Discretion, judgment and high levels of trust

Additional Information:

In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.

OUTsurance is a formidable player in the short term insurance market. As a values-based organisation we take our reputation for awesome service and innovation seriously and strive for excellence in all we do.

Overview and Purpose of the Role:

Our business product offering has grown significantly over the years which has led to the development of the face to face distribution channel. To facilitate this model the positions of OUTsurance Broker (Face to Face) have emerged.

The incumbent of this newly created position will be responsible for growing and developing the business insurance portfolio.

The key outputs for this role are as follows:

• New Business sales
• Client service and management
• High level performance

The OUTsurance Broker: Face to Face Distribution must align themselves with the OUTsurance culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.

Qualification and Experience:

Essential

• Completed Matric or National Senior Certificate
• FAIS credits/Full Insurance Qualifications (depending on Dofa)
• RE5 (depending on Dofa)
• Must have your own reliable transport
• Valid code B driver’s license
• 2 years insurance external sales experience

Responsibilities:

Build your own insurance portfolio by:

• Being able to prospect for new clients through networking, Cold calling and door – door canvasing for new business
• Effective communication with both internal stakeholders and clients.
• Conduct a comprehensive risk evaluation for the client.
• Providing solutions to clients by selling OUTsurance short term products aligned to the needs of the client.
• Drafting, tracking and measurement of your personal business plan.
• Providing on-going service and support to your individual client base (amendments, renewals, claims etc.).
• Retention of existing business including renewal discussion in line with FAIS
• Developing internal/external relationships with clients.
• Continuous building of your client base hence securing future income.
• Keeping abreast with the commercial insurance market changes and developments.
• Achieving/Exceeding targets consistently
• Providing feedback to line management when requested.
• Attending all weekly and adhoc team meetings.
• Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying.
• Adhering to all quality standards and measures in place.

Competencies:

• Self-starter
• Communication (verbal and written) in English
• Numerical & mathematical skills
• Team supervisory skills
• Confident and enthusiastic self-starter who can take initiative
• Must be able to work independently as well as part of a team – balances team and individual responsibility, provides and accepts feedback
• Analytical skills
• Problem-solving skills
• Relationship management skills
• Presentation and facilitation skills
• Resilience – Ability to work well under pressure in dynamic environment
• Flexible and adaptable
• Influential, concise, rational and practical communicator
• Creative flair and innovative thinker
• Relationship management
• Discretion, judgment and high levels of trust

Additional Information:

In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.

OUTsurance is a formidable player in the short term insurance market. As a values-based organisation we take our reputation for awesome service and innovation seriously and strive for excellence in all we do.

Overview and Purpose of the Role:

Our business product offering has grown significantly over the years which has led to the development of the face to face distribution channel. To facilitate this model the positions of OUTsurance Broker (Face to Face) have emerged.

The incumbent of this newly created position will be responsible for growing and developing the business insurance portfolio.

The key outputs for this role are as follows:

• New Business sales
• Client service and management
• High level performance

The OUTsurance Broker: Face to Face Distribution must align themselves with the OUTsurance culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.

Qualification and Experience

Essential

• Completed Matric or National Senior Certificate
• FAIS credits/Full Insurance Qualifications (depending on Dofa)
• RE5 (depending on Dofa)
• Must have your own reliable transport
• Valid code B driver’s license
• 2 years insurance external sales experience

Responsibilities:

Build your own insurance portfolio by:

• Being able to prospect for new clients through networking, Cold calling and door – door canvasing for new business
• Effective communication with both internal stakeholders and clients.
• Conduct a comprehensive risk evaluation for the client.
• Providing solutions to clients by selling OUTsurance short term products aligned to the needs of the client.
• Drafting, tracking and measurement of your personal business plan.
• Providing on-going service and support to your individual client base (amendments, renewals, claims etc.).
• Retention of existing business including renewal discussion in line with FAIS
• Developing internal/external relationships with clients.
• Continuous building of your client base hence securing future income.
• Keeping abreast with the commercial insurance market changes and developments.
• Achieving/Exceeding targets consistently
• Providing feedback to line management when requested.
• Attending all weekly and adhoc team meetings.
• Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying.
• Adhering to all quality standards and measures in place.

Competencies:

• Self-starter
• Communication (verbal and written) in English
• Numerical & mathematical skills
• Team supervisory skills
• Confident and enthusiastic self-starter who can take initiative
• Must be able to work independently as well as part of a team – balances team and individual responsibility, provides and accepts feedback
• Analytical skills
• Problem-solving skills
• Relationship management skills
• Presentation and facilitation skills
• Resilience – Ability to work well under pressure in dynamic environment
• Flexible and adaptable
• Influential, concise, rational and practical communicator
• Creative flair and innovative thinker
• Relationship management
• Discretion, judgment and high levels of trust

Additional Information:

In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

AGA Financial Services wants to enhance people’s lives through personal relationships and professional financial services. You are unique and have your own needs and priorities. We know that personalized solutions will create satisfied clients. We constantly focus on innovation, while maintaining strong ethical values. This approach creates strong trusting relationship with our clients.

Become part of a strong company where potential is revealed, and growth is inevitable and where we always give recognition. We invest in our people by offering exceptional career prospects to skilled and talented individuals who share our values of diversity, integrity, accountability, innovation, teamwork, and excellence. Get all the support and training to help you achieve your highest potential and reach for GREATNESS. We look forward to having you on board.

Key Responsibilities

Your tasks will typically involve:

• Finding and signing up new clients, investments, policies.
• Lead generations (assistance from management will be present)
• Contacting existing clients and setting up telephonic or video conferencing meetings
• Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
• Analysing information and preparing plans best suited to individual clients’ requirements
• Completing risk analyses
• Researching the marketplace and providing clients with information on new and existing products and services
• Designing financial strategies
• Assisting clients to make informed decisions
• Reviewing and responding to clients changing needs and financial circumstances
• Keeping up to date with financial products and legislation
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
•  Meeting the regulatory aspects of the role

REQUIREMENTS:

• Grade 12 (Matric) certificate
• Qualification (Degr/Dipl/Cert) with a financial/Business background will be beneficial.
• FAIS compliance
• RE5 an advantage
• CFP an advantage
• Suitable computer literacy skills
• A valid Driver’s licence and your own car
• Own Cell phone and Laptop
• Excellent communication skills (written and verbal)
• Understanding of Financial Planning
• Knowledge of insurance (short-term, health, risk and investment industry)

Disclaimer

• Attractive commission structure with incentives
• Competitions and rewards
• Internal rewards program and so much more
• Training offered

Snyman van der Vyver is expanding and we are looking for a suitable candidate to take up the position of a Personal Lines Marketer.

We are situated in the Tyger Lake Building, Niagara Street, Tyger Waterfront.

This is a New Position and duties entails amongst other

• Generate new leads
• Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
•  Analyse clients’ needs and help client choose cover that best suit his/her needs
• Finalising the business ( includes the complete process from issuing the quote, completing the application, to finalizing the business)
• Respond to clients’ insurance-related questions and issues
• Meet targets and delivering excellent client service .
• Handling of policy renewals

Qualifications and Experience

• Matric Qualification
• Insurance related qualification will be advantageous
• Completed Compliance Qualifications ( RE5 & NQF4)
• CPD compliant
• At least 5 years Personal Insurance  experience  in an operational environment
• Registered on representative register as per FAIS
• Class of business training completed

Knowledge and Skills

• Strong relationship, negotiating and networking skills
• Ability to influence
• Technical product knowledge w.r.t. Santam Personal Line Products (would be an advantage)
• Technical underwriting knowledge
• Good communication skills (verbal and written)
• Excellent inter-personal and problem solving skills
• Business skills
•  Selling
• System knowledge : Personal  Lines – PC  (would be an advantage)
• System Knowledge –  FSP (would be an advantage)

Recommendations

• In-depth Knowledge of Santam products and systems

Personal Attributes

• Decision quality – Contributing independently
• Persuades – Contributing independently
• Action orientated – Contributing independently
• Optimises work processes – Contributing independently
• Business insight – Contributing independently

Core Competencies

• Cultivates innovation – Contributing independently
• Customer focus – Contributing independently
• Drives results – Contributing independently
• Collaborates – Contributing independently
• Being resilient – Contributing independently

Seniority Level

• Mid-Level

Industry

• Financial Services

Employment Type

• Full-time

We offer

• Cost to Company package commensurate to Experience; Skills and Qualifications.
• The opportunity to join a highly reputable Company with strict adherence to our Standard Operational Procedures and a very strong Client service delivery orientation.

All CV`s can be sent to aletta@svdv.co.za – closing date 1 March 2022.

 

We are looking for a Sales Consultant with requisite qualifications per FAIS in short term and must demonstrate experience in commercial products and markets. The person must be a self starter and be able to work independently.  He/She must be driven and be willing to accept both a basic and target driven remuneration. The position is based in Johannesburg and the person will work from home and be required to travel to meet with clients and potential clients. The company is fairly new and looking to grow with the primary focus in the commercial markets.