Job description

We are a young, dynamic and fast growing Insurance call center who are Hiring talented individuals to be a part of our sales team. We market both short-term and life insurance products, with opportunities for you to earn a basic salary and commissions through all channels! We currently employ over 200 young South Africans across the country. Join us and be part of our family!

Duties

• Contacting potential clients and creating rapport by networking, outbound calling, using leads provided by us.
• Fulfill all company established policy obligations
• Call center Outbound, Underwriting and sales

Expected Traits

• Integrity and honesty
• Self Starter
• Ability to work independently
• Attention to detail
• Strong Numeracy skills
• Energy and driven to succeed
• Customer focused
• Ability to sell
• Experience & Requirements
• Matric
• Fit and proper
• Own Transport/means of travel
• RE5
• Class of business

Basic Salary R5000 + UNCAPPED COMMISSION

R1000 Attendance performance bonus

Please email your cvs to admin@qurius.co.za

Your applications are eagerly awaited!!!

SEE YOU SOON!!!!!

 

General Purpose of the position:

This is a combined sales and service position, whose primary function is to provide quality service to clients and to cross-sell within the existing book of business. The Commercial Lines Underwriter will be the day-to-day liaison between insurance companies and their designated accounts.  The Commercial Lines Underwriter will manage and control the relationships with their clients.

Main job tasks and responsibilities:

The Commercial Lines Underwriter must be Fit & Proper and must have experience in Commercial Lines insurance.  As needed, they will co-ordinate and defer to the manager, marketing staff and insurers on strategic account issues and potential problems.

Daily servicing of clients will include but is not limited to:

• Addressing various coverage issues
• Contract analysis
• Exposure analysis
• All endorsement activity
• Routine coverage questions
• Problem solving
• Account renewal control in combination with the marketing staff
• Checking and binding policies

General Client Management:

• Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations
• Provide consistent, accurate, timely and pertinent communication to clients through “constant touch”, phone calls, e-mails etc.
• Respond to client inquiries/issues within the established timelines
• Resolve/assist with any service or claims queries
• Assist the marketing staff in the compilation of insurance portfolios for clients
• Assist clients in making appropriate coverage changes; make each contact a marketing opportunity
• Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly
• Assist clients by helping to devise means to mitigate risks e.g. additional security measures
• Update Growth Charts after the completion of all/any financial transactions
• Follow up on survey requirements

Renewal:

• On receipt of the monthly renewal list from their Team Leader, assist the Account Executive to market, negotiate, prepare and analyze alternative renewal options
• Where applicable, on receipt of complete renewal instructions from the Account Executive proceed with the renewal process
• Where the Account Executive indicates they do not require involvement, undertake the renewal procedure according to company standards and requirements
• Develop written and electronic renewal material as appropriate
• Input required information as necessary

All other reasonable duties which may be assigned to the employee.

Suitable candidates must meet the following minimum qualification or experience requirements:

• Matric Certificate
• RE5 Certificate essential
• Relevant FSCA recognized Insurance qualification (Min NQF Level 5) essential
• Computer skills and knowledge (Word, Excel, Outlook, Internet)
• 3 or more years’ experience in Commercial Lines Underwriting
• In depth knowledge of insurance coverage’s and the ability to communicate this clearly to clients and insurers
• Fully Bilingual in English and Afrikaans

Kindly provide all supporting documents together with your CV for consideration. Should you not receive feedback within 14 days, please consider your application unsuccessful.

Integricall Insurance Brokers is looking for Short Term Insurance Sales Consultants / Financial Advisor for Midrand (6) and Durban (8)

Job Description

• To generate new business by developing and qualifying new sales through referral / dealerships.

The must-haves / requirements

• Matric / Grade 12
• RE5 Completed (if more than 2 Years in the industry)
• 150 FAIS Credits (if more than 5 Years in the industry)
• 2 Years Sales and/or short-term insurance Experience
• Call centre Experience advantageous

Skills

• Fully Bilingual (Afrikaans/English/Vernacular)
• Self-motivated
• Can easily adapt to change
• Able to prioritize and work under pressure
• Professional
• Good Communication skills
• Peoples skills
• Competitive
• Committed
• Persuasive

What Do We Offer?

• Basic Salary
• Commission
• Incentives
• Funeral Cover

If this sound like you, please e-mail us your CV to careers@integricall.co.za and we will be in touch, or you may contact us at +27 010 590 5643 or +27 11 869 2266.

Closing date for applications: Friday, 12^th November 2021

Location:                              Stellenbosch, Western Cape

Contract Type:                   Permanent

Appointment Date:         1 November 2021 or as soon as possible

Remuneration:                 Market related

Reference:                           SalesExecutiveMBSE

 

Role Description

To source corporate sales business opportunities by identifying prospects and evaluating their position in the industry, researching and analysing sales options. Selling MBSE Qualifications, Short-courses, Class of Business and CPD product offerings by establishing contact and developing relationships with prospects; recommending solutions.

Job Specification

Sales

• Deliver on all the national sales activities for qualifications, short-courses, CPD and COB
• Consistently achieve sales targets
• Develop a strong partnerships/contacts with companies within the financial, insurance and other industries
• Increase business from existing client base
• Increase the acquisition of new clients
• Conduct product presentations and training with clients
• Continuously follow up with clients to identify and close sales opportunities

Sales Administration

• Ensure that accurate quotes and invoices are always generated.
• Produce accurate and prompt sales reports as agreed with line manager
• Assist with enrolments
• Assist with sales queries
• Ensure that SLA’s are signed and updated prior to the conclusion of sales

Customer Service

• Achieve set customer service targets in order to achieve service level standards
• Ensure that clients receive accurate feedback promptly
• Effective management of all SLA relationships

General

• Seek for continuously improvement in business processes, products and technology
• Collect and organise all feedback from the market in terms of competition, opportunities and trends
• Contribute to the improvement of current SLA’s and processes
• Consistent achievement of set performance standards and measurements
• High level of compliance with set rules and procedures
• Be available for any other tasks within the sales department

Minimum Requirements or Skills

• Matric (or the equivalent)
• Advantageous: Bachelor’s degree in Commerce or Arts qualification
• 3 years’ Sales experience in an Academic/Insurance/Financial organisation
• 1-3 years Higher Education experience
• Good technical knowledge in Education Entrepreneurship, Continuous Professional Development (CPD), Class of Business in Finance and Insurance
• Good knowledge of the local market in education and training for financial and insurance brands
• FSCA Regulatory knowledge – Board Notice 194
• Advantageous: Proof of RE1 and/or RE5
• Able to travel extensively

 

Please note: Preference will be given to AA / EE applicants

Closing date for applications: 15 October 2021.

Nyati Insurance Brokers (Pty) Ltd was established in 2004 and has grown from strength to strength. We present in all major centres in South Africa.

Insurance Broker

Candidate should be 100% compliant with all fit and proper requirements

Must have completed RE exams, fully qualified as a Representative

Commission based remuneration

Closing date for applications: 28 October 2021

Life Broker and Life KI for Short Term Brokerage

Candidate should be self starter, fully qualified in various long term product sub-categories,

100% compliant with the fit and proper requirements,

Remuneration: Basic salary first 6 months and Commission only thereafter

Closing date for applications: 28 October 2021

Short term Representative positions available at a short-term brokerage in Kimberley

Job Title: Short-term representative/underwriter
Reports to: Short-term Business Manager
Contract type: Based on performance
Location: Kimberley
Remuneration: Basic plus commission (performance-based)

Requirements and experience

• High school qualification or equivalent – non negotiable
• Full Qualification NQF 4 and RE 5 passed – non negotiable
• COB in short term insurance (personal and commercial lines) – non negotiable
• Must have been registered at FSCA as a “Representative for Advice and Intermediary services” without being under supervision – non negotiable
• Minimum experience 3 years in a short-term broker environment
• Excellent written and oral communication skills in English and Afrikaans; able to demonstrate patience and enthusiasm while communicating with clients
• Use high standard in email etiquette
• Proficient in MS Office products such as Outlook, Word and Excel
• Driver’s licence and own transport required to meet with clients when required
• Own smart phone – non negotiable
• Comfortable making cold calls and talking to new clients all day
• Ability to work both independently and as a team member
• Ability to work unsupervised
• Attention to detail
• Excellent organizational, multi-tasking and time management skills with demonstrated ability to work efficiently and meet tight deadlines
• Self-starter and initiator
• Honesty and integrity
• Client-orientated and taking ownership of work

The candidate will be responsible for all relevant tasks related to short-term client services

• New business quotations
• Drafting and ensuring FAIS compliance on policies for renewals and new business
• Needs analysis done by site visits or from photos
• Renewals
• Endorsements
• Checking policies prior to sending to clients.
• Negotiating renewal terms and preparing documentation.
• Negotiate claims settlement
• Client liaison
• Regular educational notes/newsletters
• Other duties as may be required from time to time

Working conditions

• Office-based but possibility of working remotely not excluded
• The position requires travelling to meet with clients when required
• Ad hoc telephonic stand-by on weekends and after-hours in case of client emergencies

Contact Details & Closing date

Salary negotiable on experience.

For enquiries or if you meet all the minimum requirements, please email your CV to fia@paretosa.com before on closing date of 10 October 2021.

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

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