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

 

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.