Die kandidaat moet nakoming van reëls en regulasies bevorder, die prosesse bepaal hoe die organisasie besigheid doen rakende finansiële transakies en onderhandelings; storing en beheer van kliënte rekords en prosedures bestuur. Beheer, monitering en korrigering van werknemers verpligtinge en gedrag. Risiko- bestuur. Opleiding van personeel. Deel van die beheerstruktuur van die maatskappy. Skakel met sleutelpersoon, eksterne nakomingsbeampte, boekhouers en bestuur, eksterne maatskappye.

Uitstekende kennis word vereis in:

• Office 365 (SharePoint/Outlook/Excel/Word)
• FAIS; FICA; POPI; FSCA
•  Finansiële dienste sektor

Kwalifikasies:

• Verkieslik BCom, LLB of MBA,
• Moet voldoen aan “Fit & proper” vereistes.
• Toestemming tot ‘n Social Media Report & Credit Check.

Ervaring:

• Minstens 5 jaar in die finansiëledienstebedryf.

 

Salaris: Onderhandelbaar n.a.v. kwalifikasies.

Sluitingsdatum: 12 Oktober of sodra geskikte kandidaat gevind word

Rig volledige CV met bewyse van kwalifikasies aan info@portfire.co.za

A strategic and meticulous thinker is needed to apply the 6 steps of financial planning to ensure clients financial needs are met whilst working hand in hand with the financial advisors. This position would be suitable for a Certified Financial Planner and / or a person with a combination of relevant experience and a Postgraduate qualification in Financial Planning.

Duties will include, but is not limited to:

• Preparation of all Compliance related documentation
• Collect and collate all Client information / data from various solution providers and collect and collate any further information that may be required by the Broker
• Request various quotations and cost estimates and comparative tables where required
• Provide a research function for the Broker and assist in collecting relevant data
• Prepare Financial Needs Analysis where required
• Organizing sales visits
• Prepare final documentation Recommendations & Record of Advice for both risk benefit and investment solutions.
• Maintaining accurate records.
• Effective communication of the Record of Advice to the client after approval
• Submit new business instructions
• Generation of reports, proposals, recommendations for onward delivery by the Broker
• Preparation of reports and monitoring of investments to the Brokers who will interact with the clients
• Ensuring regular and timeous client reviews and feedback on relevant matters
• Interact with the Brokers to ensure a constant flow of communication and improvement of service levels to clients
• All other ad hoc duties as and when required

Well established investment advisory firm in Johannesburg seeking an experienced Investment Advisor or investment analyst to look after an existing investment book.

Requirements:

•  Own reliable transport.
•  Well-spoken and articulate.
•  Flexibility and adaptability.
•  Confident in virtual meetings, single, group and one on one interactions.
•  Analyse financial information obtained from clients to determine strategies, design products, and recommend solutions to help clients meet their financial planning objectives with regards to personal wealth portfolios, retirement planning, estate planning, etc.
•  Can work from our Auckland park premises in Johannesburg.

Educational Requirements

• RE5 as per FSCA legislative requirements
• NQF – Level 4
• 60 FAIS credits at NQF Level 5

Preferred:

• RE1
• CFP or Equivalent
• Higher certificate in Insurance
• NQF 120 credits full Qualification, Level 5.
• Membership of a professional association e.g. FPI (Financial Planning Institute)

Basic salary offered.

All applications must be emailed with the subject line #Advisor to info@globallocal.co.za

 

KI POSITION FOR  4 FSP

WITH CAT 1.13 (DIRECTIVES) CAT 1

MUST BE REGISTERED AT THE FSCA

TO START AS SOON AS POSSIBLE

SALARY NEGOTIABLE (MARKET RELATED)

Minu Financial Services are currently recruiting for a Key Individual within the Financial Services industry. The Key Individual will be responsible for managing and overseeing its activities related to the rendering of financial services as a Category I and Category II FSP. The key responsibilities and duties include, but are not limited to: ensuring the firm complies with applicable laws and statutory obligations; ensuring the FSP has Policies & Procedures in place; ensuring compliance with the General Code of Conduct and with the Fit & Proper Requirements; Fulfilling contractual obligations as per the agreements; managing and overseeing of the Firm’s team members rendering the FSP’s financial services, including those persons under Supervision; and ensuring the business processes are in place and Firm’s operational ability is sustainable; and, ensuring the firm complies with applicable laws and statutory obligations.

Requirements:

• Undergraduate degree, with honours.

• Minimum NQF Level 5 in Finance, Business and/or Wealth Management

• Minimum 5 years FSP management experience

• RE1 Exam required

• RE5 Exam required

• RE3 Exam required

• Class of Business experience in Investments and Structured Deposits

• CPD required Skills:

• Exceptional written, oral, and presentation communication abilities

• Sectoral experience

• Attention to detail

• Excellent organizational, multi-tasking and time management skills with demonstrated ability to work efficiently and meet tight deadlines

• Strong interpersonal skills and ability to work effectively with large, culturally diverse teams at all levels

• Excellent oral and written communication skills in English are required, including a demonstrated ability to communicate ideas clearly and confidently

• Computer literate

• Excellent knowledge of financial markets and instruments. Competencies

• Self-starter and initiator

• Honesty and integrity

• Competitive and creative

• Results orientated

• Strong management skills

Work Remotely

Please send updated CV with Qualifications to bronwyn@minufs.co.za or natalie@minufs.co.za

Short term Underwriter position available at a short term brokerage in the Milnerton area.

The minimum experience being 2 years (ideally in the broker environment) and with the following minimum requirements:

• Full Qualification/ NQF 4 (150 Credits) and COB in short term insurance (personal and commercial lines) is an essential minimum;
• Must have been registered as a “Representative” for Advice and Intermediary services (without being under supervision);
• Bilingual in English and Afrikaans;
• RE5 essential;
• Computer Literate – proficient in Microsoft products and Outlook.

The candidate will be responsible for all relevant tasks related to client services (both personal lines and commercial lines) in a short term insurance practice:

• Issuing new policies.
• Renewals.
• Endorsements.
• New business quotations.
• Negotiating renewal terms and preparing documentation.
• Checking policies prior to sending to clients.
• Negotiate claims settlement.
• Telephonic client liaison and queries.

If you meet all the minimum requirements, please email your CV and salary expectation to insure@farelo.co.za

If you have not heard from us within a 2 week period, please deem your application unsuccessful.

Responsibilities:

• Manage the external Claims Handling company to ensure their service levels are of high standard
• Registration of some more complex claims not handled by the external claims company.
• Assisting in arranging roadside assistance or any other emergency assistance where external company not mandated to assist.
• Gathering all relevant supporting documents to further the claims process only for complex claims handled internally.
• Daily follow up on claims process with the Insurer and regular feedback to clients until claim is finalized.
• Improving turn-around times on claims by delivering service excellence.
• Ensure that claims item is deleted with Insurer after finalization of claim.
• Ensure adherence to claims & underwriting guidelines according to Standard Operating procedures.
• Compile and submit outstanding claims report.
• Data capturing, ensure data integrity on all systems, and drawing of reports.
• Attend to general correspondence and e-mails to Insurers according to company standards.
• Attend to client queries where it is required.
• Assist clients with claims related problems and ensure they are resolved.
• Policy Administration including review and maintain ongoing instructions and client portfolios.
• Receive and execute tasks and instructions via email, electronic voice, and telephone.
• Obtaining and negotiating of quotes / premiums and doing comparisons.
• Drafting and ensuring FAIS compliance on policies for renewals and new business.
• Needs analysis done by site visits or from photos
• Policy wording analysis and research.
• Client educational notes and news letters
• Other duties as may be required from time to time.

Qualifications & experience

• Short Term Insurance Qualification NQF 4
• Regulatory Examination Passed (RE 5)
• Minimum 5 years experience working in Commercial Lines (Motor/Non-Motor). Ideally other product type knowledge e.g. CAR, Specialist Liabilities, Cyber, D&O, Motor Traders, Assets type Personal lines etc.
• Must have broker environment experience. No candidates still under supervision
• Use of Excel/Word/MS Outlook, email etiquette. Good written and telephone communication skills.
• Ability to work unsupervised. Work from home, meeting 1-2X per week, own transport essential

Salary negotiable on experience.

Preference will be given to candidates who can start immediately.

CureMED, founded over 29 years ago, is continuing to expand and we are looking for some special people to join our team.

With our large client base your success is determined by the effort you put in.

Rewarding remuneration structure across all product lines.

We are one of very few financial advisory firms to offer face-to-face independent advice to our family of clients – making service and caring critical traits of all our Professional Advisers. We offer a holistic, independent, financial planning approach to our clients, medical aid scheme options, gap cover, wills, life and other risk cover, savings and investments and short-term insurance.

If you would like to join an energetic environment with a motivational management style, this is the place to grow your career.

Duties & Responsibilities

Job Functions

Building Relationships with potential clients using multiple communication media like phone, email, what’s app and face to face appointments. Rendering holistic financial advice.

The key outputs for this role are as follows:

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

Main Job Duties, Tasks and Responsibilities

• contact businesses or private individuals by phone
• deliver prepared sales scripts to persuade potential customers to purchase a product or service
• describe products and services
• respond to questions
• identify and overcome objections
• take the customer through the sales process
• obtain customer information
• obtain possible customer leads
• maintain customer/potential customer databases
• follow up on initial contacts
• complete records of telephonic interactions

 

Desired Experience & Qualification

Education

• Bachelor’s degree (no industry experience requirement)
• RE5 and NQF5 (industry experience qualification)

Experience

• proficient in relevant computer applications and call centre systems
• good typing skills
• insurance external sales experience with Lead Generation
• required language skills (Afrikaans and English)
• Goal driven
• Professional
• Eager to learn and develop
• Sales experience an advantage
• Great communication ability

Key Competencies and Skills

• Communication (verbal and written) in English and Afrikaans
• 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
• Own transport

Small family-owned short term insurance brokerage looking for a Commercial and Domestic Claims Consultant with minimum 5 years experience.

Experience with the Flexi software system is helpful.

Good communication and computer skills required.

 

Contact: jeremy@pdib.co.za

Vacancies exist for:

Agents: Customer Service Acquisitions in the Operations Department of a Company based in Randburg, Johannesburg

 

Skills and Competencies:

• Selling skills (objection handling and negotiation)
• Customer centric
• Attention to detail
• Deadline and results driven
• Initiative
• Teamwork
• Judgement/Problem solving
• Tolerance for stress
• Interpersonal and communication skills

Duties and Responsibilities: 

• The Acquisitions agent is responsible for sales and lead conversion targets.
• Marketing of the Company to both existing and new customers
• Scheduling fitment of tracking units
• Follow up on outstanding leads and/or queries
• Handle inbound and make outbound calls according to campaigns
• Demonstrate excellent knowledge of product, service offerings and systems
• Negotiate and make relevant product and service adjustments in line with customer needs, product pricing and Company’s sales strategy
• Dealing with customer queries and complaints in a competent, efficient and professional manner in accordance with the Company’s quality standards and values
• Selling of value added services
• Provide constant feedback to intermediaries, management and other departments regarding status of leads
• Ensure quality benchmarks are achieved
• Manage time and workloads to ensure that deadlines and targets are met
• Align own behaviour with the Company’s culture and values
• Ensure achievement of own performance requirements

Qualifications:

• Minimum Matric qualification
• Previous call centre experience in a sales environment is essential
• RE5 certificate as a COMPULSORY qualification
• 120 FAIS credits advantageous
• MS Office knowledge (Basic or Intermediate Excel)

Salary Package on Offer:

If you meet all the minimum requirements: R11,000-00 per month Basic, opportunity to earn commission for upselling Value Add Products.

G.B.W. Financial Planners (Pty) Ltd is an independent FSP with multiple Contracts, located in Cape Town. We are looking for 1 or 2 marketers who can take over retirees Practice.

Requirements:

FSCA registered with RE 5.

Minimum 6 years experience

Aged in your 30’s plus/minus

Fully conversant in Life and Risk Products

Investments

Employee Benefits – though not necessary

 

We need competent, honest marketers looking to work independently and remotely. We do your Compliance and you keep your clients.

 

Contact cgillot@comail.co.za