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.

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 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 for the Life and Investment business. To facilitate this model the position of OUT Financial Advisor (Face to Face) has emerged.

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

The key outputs for this role are as follows:

• New Business sales
• High level performance
• Strong selling and closing skills
• Target Driven

The OUT Financial Advisor: 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) Regulatory Exams
• Must have your own reliable transport
• Valid code B driver’s license
• 2 years long term insurance face to face sales experience / 3 years long term insurance call center 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 and ensuring good pipeline of business
• Effective communication with both internal stakeholders and clients
• Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients
• Providing solutions to clients by selling OUTsurance long 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
• Keeping abreast with the long term 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.

Cube Advice is currently looking for a dynamic Financial Advisor between the ages of 25-35 to join their team in Gauteng.

Requirements:

• Matric / Grade 12.
• Wealth Management Qualification.
• RE5.
• 2+ years’ experience as a financial advisor within the financial services industry. No candidates still under supervision.
• Valid Driver’s license and own car.
• Must have a passion for sales and people.
• Goal driven.
• Professional.
• Great communication abilities and skills.
• Ability to work unsupervised.

Remuneration to be discussed at interview.

Do you have experience in the Financial Services Industry, have a passion to be a Financial Planner but you are struggling to build a client base and stable income stream or need mentoring and a supportive team around you? This may be the spring-board you are looking for!

A respected and trusted Boutique Financial Planning and Wealth Management Company has an opportunity in the Northern suburbs of Cape Town for an Associate Financial Advisor, (with aspirations to grow, develop and be mentored), to  become a part of and complement our value-driven team.

Key Responsibilities:

…will be to fulfil the Associate Advisor role within one of our advisory Diamond structures, providing support and back-up to the two Lead and one Senior advisors in the Diamond. Initially you will be the go-between, between the mentioned advisors and the administration team, while being developed to move into a Full Advisory role over time. This will include to following activities:-

• Sitting in and participating in client meetings with the Financial Planners
• Assisting with preparation for the abovementioned meetings, by doing Financial needs Analysis’, proposals and quotes
• Taking follow-up notes and loading instructions on our system for the admin team
• Following up on business progress
• Referring relevant clients to our Healthcare, Short-Term, Estate planning and Accounting Servics
• Maintaining our client database and keeping it up to date on our Elite Wealth software
• Following through on various client campaigns
• Being willing to learn from and be mentored by our experienced Financial Planners.

Qualifications:

You’ll use your ● passion ● relational skills ● service excellence ● natural attention to detail ● high level of responsibility ● ability to work to deadlines ● love of order ● problem-solving skills ● ability to multi-task, as well as your

• Financial Services related degree.
• Experience in the Financial Services industry, with a minimum of 2 to 5 years.
• Fluency in English, and Afrikaans or Xhosa
• Ability to maximise the use of Financial Planning software as well as MS Office programmes
•  Desire to complete your CFPÒ – if you have not done so already
•  Desire to work within a team structure.

Other Experience that would be advantageous:

• Some Financial Planning training under your belt
• Experience in the use of any Industry standard Financial planning tool

Please send your CV and a short commentary as to why you believe you are best suited to the above position, to info@corewealth.co.za by 11 February 2022.