Employee Benefit Specialist for a Financial Services Group

Job Description

We are a large financial services group currently looking to employ an Employee Benefit Specialist within the financial services industry. The candidate should have a credible track record, client engagement and interpersonal skills to join our dynamic teams. As an Employee Benefit Specialist, you will be accustomed to develop and maintain effective business relationships with various clients within the corporate industry.

Qualifications, experience, skills and personal qualities

Desired Experience and Qualification

• A Grade 12 certificate/Senior certificate with 3 years proven experience in the employee benefit industry,
• Knowledge of SA Government products and services would be an advantage,
• RE5 certificate would be advantageous or a FAIS qualification would be advantageous,
• Financial qualification would be advantageous,
• Computer literacy that would include a good working knowledge of Microsoft Office products,
• Clear credit record,
• Clear criminal record.

The purpose of an Employee Benefit Specialist is:

• Administering benefit programs for any organisations,
• To build meaningful relationships with its clients,
• To ensure that all new and existing clients are efficiently serviced when it comes to all their employee’s benefits within the organisation,
• Monitoring government regulation, legislation and benefits trends pertaining to all benefit programs i.e. provident fund, retirement plans, health schemes, leave policies, wellness programs, insurance policies, vehicle policies, retention etc.

What is expected of you

• Administering the corporate benefit programs,
• Work promptly and efficiently,
• Meet deadlines when it comes to reports,
• Ensure good and meaningful relationships with existing as well as new clients,
• Be accountable, innovative, excellent, honest and diverse within your role.

Core duties

• Developing and maintaining strong working relationships,
• Handling face to face enquiries received effectively,
• Responding to emails, faxes, queries within allocated time frames,
• Informing all clients if there are any changes to any benefits within the company,
• Recommend improvements based on data analyses,
• Evaluation of all policies pertaining to the benefits of the clients,
• Excellent communicator and listener with a good command of English/Afrikaans,
• Customer service mindset,
• Able to interact with clients efficiently,
• Good organisational skills,
• Energetic with a positive and friendly attitude,
• Professional and presentable,
• Able to communicate effectively and be approachable,
• Reliable transport and a valid driver’s licence.

Remuneration

Market related and Negotiable.

Commencement date

As soon as possible.

Astute FS provides tailor-made solutions to both individuals and businesses for comprehensive financial cover, whether life, health, wealth or investments, we can assist in growing a viable portfolio. Our industry experience enables us to engage clients on a very personal level, permitting us to work closely with them and creating flexible solutions for their current needs and future growth.

An opportunity for a career-driven individual with exceptional communication skill, strong sales and business management experience background to establish your own successful practice with full training, mentorship and support.

Offices conveniently situated on Durban’s popular Florida Road for ease to both advisors and clients.

Job Description:

• Flexible working hours
• Opportunity to join a well-established, secure and reputable brand
• Personal consultations with private and business clients to provide them with financial planning advice and solutions
• Advise clients with regards to their risk, investment, medical cover, retirement planning and other needs in accordance with each individual profile
• Manage, grow and retain relationships with clients on an ongoing basis

Minimum Requirements:

• RE and FAIS Qualification
• 2 years industry experience
• 120 Credits
• Own vehicle and laptop

Added Benefits:

• Tax saving incentives
• Performance bonuses
• Leads to be provided

 

CVs may be emailed to info@astutefs.co.za

GIB Financial Services are looking for Independent Financial Advisors

Commission only – what we offer

1.  Untapped opportunities
2. Excellent infrastructure
3. Partnering environment
4. GIB is prepared to negotiate a loan for initial period of 3 months in order for the incumbent to set-up and obtain business.
5. Group Risk Benefits, Medical Aid & Provident Fund will be available to the successful candidate.

Personal Attributes:

• Well organized with the ability to manage time effectively while managing multiple priorities
• Ability to influence people
• Commitment to professionalism, honesty and a strong work ethic
• Strong knowledge of investment products
• Ability to work independently as well as function as part of a team
• Proficient computer skills, especially Microsoft Office application
• An ability to survive on inconsistent earnings

Qualifications:

• Completed University degree with a focus on finance or related topics; or
• CFP; and
• Completed FSB Regulatory Exams

Job requirements:

• Contacting clients and setting up 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
• Researching information from various sources, including providers of financial products
• Reviewing and responding to clients changing needs and financial circumstances
• Promoting and selling financial products to meet given or negotiated sales targets
• Negotiating with product suppliers for the best possible rates
• Liaising with financial services providers
• 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, e.g. requirements for disclosure, costs of the services provided and also the advised products
• Comply with all industry rules and regulations by maintaining proper FAIS documentation and following preset guidelines established by Compliance Officer and management

Soft Skills required

Active Listening: You must be able to listen to and understand your clients’ financial goals

Critical Thinking: To figure out how to help your clients meet their goals, you need to evaluate all the data available

Verbal Communication: You must be able to clearly explain the financial services you can provide to potential clients

Service Orientation: A genuine desire to help people plan for the future

If you are interested to apply, please send your cv through to Diana Simpson, diana@gib.co.za;

Associated Insurance Brokers (Cape) is a well established and progressive short term insurance brokerage with a national footprint. Our head office is located in Cape Town’s Northern Suburbs.

We are strategically positioned for exponential growth and are looking for self-driven individuals who have an appetite for challenges, are passionate about short term insurance and are dedicated to outstanding customer service. Essential qualities include being able to handle pressure and to work well with others (particularly those in your team). The position is that of a Domestic Underwriter in our Domestic Underwriting Division.

We offer commensurate and competitive remuneration packages and a dynamic working environment.

Minimum requirements are:

Three years underwriting experience in Domestic Lines insurance, ideally in a broker environment
Passed RE 5 exams
Must be registered as a “Representative” without Supervision (in terms of FAIS).
Meet all FAIS Fit & Proper requirements

Introduction

We are a large financial group currently employing experienced broker consultant with a strong Investment background, credible track record, client engagement and interpersonal skills to join our dynamic teams. As a Broker Consultant, you will be accustomed to developing and maintaining effective business relationships with advisors and delivering a proactive service that enhances the image of the company and contributes to the growth and profitability of the Retail business unit.

Purpose

The business consultant (BC) crafts passionate, energetic and meaningful partnerships with independent financial advisers (IFAs) that will stand the test of time. Product, market and sales intelligence will set them apart from their counterparts. The BC/IFA relationship will be strengthened by first class service, business analysis and continuous improvement of the IFA’s business.

What is expected of you

• Achieve and/or exceed the minimum production targets,
• Achieve and/or exceed the minimum productive IFAs required,
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets,
• Ensure long-lasting, deep and meaningful relationships with the IFA, and
• Be accountable, innovative, excellent, honest, diverse and influential in your business dealings.

Duties and Responsibilities

• Developing and maintaining strong working relationships with advisors
• Following up on advisor requests and queries in a timely manner and ensuring service standards are met
• Presenting to advisors the benefits of the Company’s offering
• Finding and exploiting new business opportunities
• Liaising with internal departments to ensure that excellent customer service standards can be met
• Keeping up to date with competitor products and service offerings
• Participating in proactive sales and marketing initiatives

Desired Experience and Qualification

• NQF 5 (120 Credits)
• Minimum of 2 years’ experience working within a business development/sales role within financial services; advisor consulting experience in an investment company or insurance house would be preferable evidence of this experience will be proven by supplying at least 2 independent referrals.
• RE5
• Ability to work in a team
• Computer literacy
• FAIS Fit and Proper status will be taken into account when measuring minimum requirements of candidates
• Clear credit record
• Clear criminal record

Key Competencies

• Excellent communicator and listener with a good command of English/Afrikaans
• Customer service mind-set
• Able to interact with clients effectively
• Good organisational skills
• Energetic with a positive and friendly attitude
• Professional and presentable
• Experienced negotiator
• Reliable transport and a valid driver’s licence

Package and Remuneration

Basic salary and commission

CLAIMS POSITION – COOKE FULLER GROUP – KLOOF AREA

The ideal candidate should be an experienced, assertive individual with strong administration and good interpersonal skills.

Requirements: Matric; minimum 5 years’ experience in Commercial and Personal claims; Must be FAIS qualified in both commercial and personal lines with the necessary Regulatory Exams already completed.

Responsibilities and duties will include but are not limited to:

Personal and Commercial Claims
Appointing of Assessors
Authorizing repairs/replacements
Liaising with clients/relevant service providers
Candidate must be able to communicate effectively, handle pressure and meet strict deadlines
Own transport preferable

email CV to greg@cookefuller.co.za

Pioneer Insurance Consultants is looking for motivated &target driven Insurance Sales Consultants.

This is your chance to work for a debt review company in South Africa with limitless growth opportunities.

Minimum requirements :

• Matric
• Computer literate
• Minimum 1-year of sales experience
• Ability to work in a team
• Fluent in English, Zulu, Sesotho
• Good telephone skills
• Target driven
• Data capturing
• Willingness to learn
• RE qualification advantageous

Closing date is 06 September 2019.

Send your cv to cvs@pioneerds.co.za

GTC, one of South Africa’s leading advisory practices (formerly Grant Thornton Capital) has several vacancies for wealth managers. As a consequence of the counselling requirements of Section 36 of the Pension Funds Act, GTC is required to provide financial advice to numerous members on an ongoing basis. These positions could be held in any of the GTC offices around the country and would accommodate financial planners with varying degrees of experience and expertise.

Key responsibilities

• New business development
  • Provide financial advice and conclude new business from various sources, primarily from leads generated from GTC’s retirement benefit counselling programme whereby members have requested that they are contacted to receive advice regarding their retirement benefit.
  • Target market with investors with a capital base of between R1 million and R10 million Rand.

Secondary responsibilities

• Client servicing
  The role is envisaged to be primarily focussed on the new business development, however, there will be some obligations to service existing clients. These obligations will include:
  • Protect, secure and grow clients’ wealth by providing independent, expert financial planning
    advice.
  • Consult to and service the portfolio of clients.
  • Adopt a holistic approach to managing long term relationships with clients.
  • Develop and deliver the agreed business targets whilst remaining compliant and meeting clients’ needs.
  • Retain current clients.
  • Client servicing is undertaken in strict accordance with GTC’s house view and internal policies.

• FAIS compliance
  • Adherence to FAIS, FICA and all other relevant legislation is, of course obligatory. Communication requirements
  • GTC conducts business primarily in English and an advanced understanding and use of English in all forms of communication is essential.
  • Liaison with all internal support departments within the designated GTC internal processes
    to ensure service delivery.
  • Most sales opportunities will be created in the first instance through telephone dialogue. An appropriate telephone manner is therefore a pre-requisite.

• Activity management
  • Complete, validate and sign-off on daily tasks within GTC’s in-house Workflow system. Monitor activity progress.
  • Management escalation.

Skills and experience required

• Matric with Higher Grade Maths with a minimum C symbol.
• Category 1 registered with the FSCA.
• 3 years of financial planning and wealth management experience with a sound knowledge of current retirement legislation.
• Financial / Commercially qualified graduate.
• FSCA (FSB) Regulatory Exam Level 1 and 5.
• Intermediate/Advanced knowledge of MS Office (Word, Excel, PowerPoint, Outlook).
• Advanced and proven sales, presentation, negotiation and communication skills.
• Whilst strongly sales orientated, the job equally requires adherence to Workflow and administrative responsibilities.
• Strong analytical and problem-solving abilities.
• Self-management with the ability to work under pressure, within a defined compliance framework.

Personal attributes

• Customer and results focussed.
• Sales and service.
• Deadline adherence.
• ‘Self-starter’ with a high level of energy.
• Time management.
• Professional at all levels.
• Ability to investigate, analyse, reconcile and solve problems. Ability to cope well under pressure.
• Well-groomed, professional presentation.
• Uncompromising commitment to the client.
• Honesty and integrity.

Remuneration

Three tiers of salary are negotiable together with commensurate levels of commission based on the securing of new business, which is primarily based on the securing of investments.

Office hours

The success of this sales position will be largely determined by the successful applicant. Accordingly, working hours are more relevant than office hours and this too will be largely determined by this person. Forty working hours per week is the minimum expected. Actual time spent in the office in this time will be negotiable depending on the applicant.
GTC’s conventional office hours are between 08:00 and 17:00.

Required documents: CV, ID and certificates

recruitment@gtc.co.za

Please quote reference number 820817 when submitting your application

Senior Paraplanner: Excalibur Wealth, West Rand. 20 yr old high net worth business is looking for a numerate BCom or equivalent graduate to support their wealth advisory team. Finance or investment majors and/or CFP® designation would be advantageous. Minimum 5 years experience in a wealth management environment is required. Read more

Trusted, salary only advisory firm of CFP® professionals is looking for a Career Paraplanner to provide support to their wealth advisory team.

Candidate Profile:

• Numerate BCom or equivalent graduate. Finance, financial planning or investment management majors preferred
• CFP® designation would be advantageous
• At least 5 years experience in a wealth management environment
• Excellent interpersonal and writing skills required
• Ability to function under pressure with a focus on the quality and accuracy of output
• Ideally suited to candidates living on the West Rand. Our offices are situated outside Featherbrooke Estate

What the job entails:

• This is an office-bound role
• Drafting of client proposals and preparing client investment reviews for presentation by the wealth advisory team
• Servicing clients via telephone and email and dealing with client queries
• Performing financial planning analyses for clients

Deadline for CV’s to be forwarded to careers@excalibur.co.za is Friday, 30 August 2019. Only shortlisted candidates will be contacted.

Experience Required:

• Matric
• RE5 qualification and the minimum FAIS Credits / NQF would be an advantage.
• Must have domestic and Commercial claims experience on both Property and Motor Claims (non-negotiable)
• Preferably must have experience working on the Flexi Broker system and be computer literate.
• Experience working in an insurance brokerage or for an insurance company
• Strong administration and communication skills, both written and verbal.

Duties & Requirements

• The candidate will be expected to handle all aspects of domestic and commercial claims, including registering new claims, appointing assessors, evaluating assessor’s reports, authorisation of claims and processing recoveries and third party claims etc.
• Attending to incoming calls
• Register of claims and follow up on claims.
• Managing domestic and commercial claims, including Policy Validation.
• Reviewing the Policy Contract Terms against the acceptance criteria.
• Maintaining a good working relationship with all the external service providers
• Panelbeater authorizations for approved motor claims
• Updating all the relevant and required registers such as salvage, repudiation, compliments and complaints, TCF etc.
• Ad Hoc administration as required
• Attend internal/external training as may be required
• Have effective time management skills and be able to work independently
• Have strong reporting skills
• Keeping customers up to date on progress – post claims care.
• Comply with Service Level Agreements and/or Claims Protocol by administering & facilitating the claims process.
• Own transport.

Package & Remuneration (Total Cost to Company)

• Market-related depending on experience

Please do not apply if you don’t meet all the criteria.

Interested?

• Interested applications are to forward an updated copy of their CV together with proof of qualifications to: craig@smythebros.com
• Only shortlisted applicants will be contacted.