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

BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for Certified Financial Planner® professionals. The Financial Planner will have a direct reporting line to Managing Director, BDO Wealth Advisers, and will be based either in Pretoria, Johannesburg, Cape Town or Durban.

We are Financial Planners with a difference. BDO Wealth Advisers offers a full range of wealth advisory and financial planning services to individuals, trusts, companies and estates. We are in business to help our clients get to the right solutions so we can positively contribute to their lives.

Our approach is grounded in helping our clients make good financial choices, in all aspects of their lives. We guide our clients by walking with them along their life journey, helping them live the best life possible with the money they have.

As a BDO Financial Planner you will be responsible for:

• Advising new and existing clients on their personal financial planning. BDO adopts a holistic lifestyle financial planning approach, using cash flow modelling and target investment returns to balance the longevity of lifetime capital.
• Establishing new client relationships with an appointment of BDO Wealth Advisers as their financial planner. The primary focus for new client acquisition will be to establish alliance with BDO South Africa Partners, Directors and Managers.
• Engaging with a range of complimentary professional services, both within and external to BDO South Africa, to address clients holistic financial planning and wealth management needs.
• Maintaining professional, advisory relationship with clients.

Qualifications:

• CFP® professional designation
• FSCA Regulatory Exam 5 (Representative)

Experience:

• Licensed Financial Services Provider Representative with applicable license designations, namely FSP categories 1.1 to 1.5, 1.7 to 1.14 and 1.18.
• Minimum 3 years client advisory experience in personal financial planning as lead relationship holder to a portfolio of clients

Client portfolio requirements:
Preference will be given to Financial Planners that have an existing, unencumbered client portfolio that can be transferred to BDO Wealth Advisers.

Remuneration:
Remuneration comprises both fixed and variable components.
Fixed annual salary on a CTC basis. Salary is aligned to experience and client portfolio profitability.
Variable incentive linked to portfolio profitability and annual growth in portfolio fee income.

Applications:
Send an email to BDOCareersWealth@bdo.co.za or click on the button below.

Location: Stellenbosch, Western Cape

Contract Type: Permanent

Occupational Level: Professional

Reference: BISpec_MIR

Appointment Date: As soon as available

Remuneration: Market Related

 

Role Description

Moonstone Information Refinery requires the services of a Business Intelligence Specialist. The role requires the individual to structure and analyse data for the purpose of producing reports and to develop and implement suitable BI solutions, in collaboration with internal stakeholders within the Moonstone Group of Companies.

 

Main Responsibilities

• Standardise data collection and interpretation within the Moonstone Group
• Make recommendations towards application analysis and data modelling designs
• Generate reports and provide Management with recommendation on data analysis findings
• Create and maintain reporting and data structures to various Business Units
• Collaborate with Management and Business Unit heads on BI needs and solutions
• Collaborate with internal stakeholders for continuous improvement and automation initiatives
• Identify opportunities to improve processes and strategies to optimise business and financial performance
• Create an internal awareness culture by providing guidance and direction on the use of data reporting, the application of BI systems and data collection processes
• Provide guidance to employees at all levels on how to make optimal use of data

 

Minimum Requirements

• 5+ years working experience in the field of business intelligence and business analysis
• Knowledge in the technical aspects of business intelligence, including data modelling and data management
• Intermediate to advanced expertise in the Microsoft BI solution offerings
• Formal university qualification, relevant technical qualification, BI or SQL qualifications will be an advantage

 

Job Required Knowledge & Skills

• Understanding of the financial services field is advantageous
• Knowledge of semantic models / layers
• Knowledge of designing frameworks and data structures for reporting and analysis
• Proficient in the use of query and reporting analysis tools
• Intermediate VBA, Python or equivalent coding skills
• Advanced Power BI skills
• Advanced Excel skills (Up to date with latest developments)
• Intermediate M-Query (Power Query)
• Beginner Power Pivot
• Intermediate T-SQL
• Beginner/Intermediate Power Automate
• Intermediate SSIS (SQL Server integration services)
• Intermediate SSAS (SQL Server analysis services)
• Intermediate/Advanced DAX
• Intermediate knowledge of best practice and reporting database architecture
• Beginner/Intermediate SQL server administration skills (SSMS – SQL Server management services)

 

Specific Professional Competencies

• Strong business acumen and the understanding of consumer behaviour, trends, etc.
• Analytical thinking
• Attention to detail
• Adhering to principles and values
• Planning and organizing
• Decision making and initiating action
• Formulating and editing
• Networking skills
• Delivering results and meeting customer expectations
• Adapting and responding to change
• Learning and researching
• Working with people

 

When submitting your application, please ensure to include the following:

• Cover letter (please outline your interest and how you will be a good fit for this position)
• Resume
• Qualifications
• Salary expectations
• Notice period
• Kindly quote the reference listed above

 

Closing date for applications: 13 August 2021

Only suitable applicants will be contacted. Should you have not received a response by 31 August 2021, please consider your application unsuccessful.

On Board Financial Services is an authorised financial services provider (FSP 12566) specialising in Short Term Insurance – Personal and Commercial lines. We are looking for a positive  team player who would be able to render an exceptional service to our clients.

The claims consultant is responsible for the following, including, but not limited to –

Main Responsibilities

• Handling personal and commercial claims from registration – to settlement / closed status
• Reporting and handling of motor and non motor claims
• Assisting and arranging roadside assistance or any other emergency assistance
• Communicate with clients, the responsible party, their insurers and various other parties involved in the claims process by telephone and written communication
• Ensure effective and timely claims management and settlement (in line with the SLA agreement)
• Maintain claims filing system effectively and efficiently
• Update client on the progress of the claim
• Advise clients on claims issues
• Ad hoc duties assigned by management from time to time
• Detailed and accurate note are always to be kept
• Ensure professional communication to clients at all times
• Telephone etiquette – answering / making calls correctly ensuring professional communication at all times
• Claims status and notes to be updated daily
• Compile and submit outstanding claims report weekly

Personal Requirements

• Be a positive person and team player
• Broker environment experience essential
• Short Term Insurance Qualification NQF 4
• 3-5 years experience working in Personal & Commercial Motor and Non Motor insurance industry
• Proficient use of Excel / Word / MS Outlook
• Email and Telephone etiquette essential

 

Contact: Clint Magerman

Email: clint@onboard.co.za