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.

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, mentor ship 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

PERSONAL LINES UNDERWRITER / SUPERVISOR –COOKE FULLER GROUP – KLOOF AREA

We are an independent composite intermediary in the Kloof area looking for a Personal Lines Underwriter / Supervisor with the following requirements.

Must be preferably over 30 years of age

The ideal candidate should be an assertive, deadline orientated individual with strong administration and good interpersonal skills and must be able to supervise a team of underwriters.

Matric; minimum 10 years’ experience in the Short-term Insurance Industry; computer literacy (MS Word, Outlook and Excel); must be FAIS qualified with RE completed.
Responsibilities and duties will include but are not limited to:
Quotations.
Issuing of new business and processing of policy endorsements.
Monthly renewals.

Compiling monthly reports and stats off the administration platform.

Monitoring of monthly loss ratios.

Checking new business and relevant documentation.

Email CV to greg@cookefuller.co.za

We are a solid medium-size independent financial planning practice based in Century City, Cape Town. Our expertise is in executive financial planning, employee benefits (pension and provident funds; group risk schemes, group medical aids; group gap cover) and corporate assurance.

Our consistent growth has led us to the position where we’d like to take on an additional financial planner to join the team.

The successful candidate should have (or be very close to) the following:

• Minimum of five-years’ experience as a Financial Planner (in all/most of the required categories)
• Certified Financial Planner qualification
• 30 to 40-year age group
• Own existing client base
• Operate at a senior level, with the goal being succession planning

The position requires both future business growth, as well as servicing an existing client base. There will be a strong focus on developing/maintaining skills in employee benefits products and servicing.

Interested individuals should please forward a comprehensive C.V. to tracy@volkerconsulting.co.za

Job Description:

The Short Term Broker should have experience in personal & commercial lines insurance. Life broker experience will be advantageous. Daily sales approach of all new and existing leads will include, but is not limited to the following duties:

• Collection of information form prospective client & current schedule to be obtained
• Analysis of current cover
• Quotations requested from the panel of insurers
• Notes updated on System & New business register
• Follow up on quotation if out of SLA
• Ensure rates & quotations are competitive or negotiate lower rates
• Quotations loaded on System
• Check quote comparison proposals, recommendations on the cover made
• Presenting quotations to clients in person
• Assist clients in making appropriate coverage changes
• Inform and educate clients about coverage, exclusions and exposures
• Assist clients by helping to devise means to mitigate risks e.g. additional security measures
• Maintaining contact with clients, follow up for feedback on quotes/information outstanding
• Complete all Compliance documentation with client & ensure FICA requirements are met
• Instructions sent to the Underwriting department for all new business files
• Record of Advice completed
• Oversee tasks given to Para-planner & Sales assistant – ensure accuracy of tasks
• Problem-solving
• Source new leads
• Identify upselling and cross-selling opportunities not yet identified
• Stay up to date with market trends
• Ensure targets are met
• Assist Retentions team by sourcing alternative quotations, comparisons of alternative quotations analyzed and recommendations made, conducting exit interviews where applicable
• General Client Management & Renewals
• Monitor and review client satisfaction

Requirements:

• Matric / Grade 12 qualification
• Fully Bilingual (English & Afrikaans)
• RE5 Examination for representatives
• A full qualification recognized by FSCA for Fit & Proper Status
• Registered Short Term Broker with FSCA
• CFP Examination advantageous
• Driver’s License non-negotiable
• Must be in good standing (i.e. clean credit record)
• Clean Criminal Record (i.e. no previous convictions or charges)
• Clean Record with FSCA (i.e. no previous debarments)
• Flexible to travel & work after hours, attending to Client events and/or networking opportunities
• Proven track record of good client relations and recommendations made in the field

 

Kindly email CV, Matric certificate and proof of qualifications to hr@ambiton.co.za. If no reply is received within 14 days after submission, kindly consider your application unsuccessful.

Job Description:

We are looking to employ an experienced candidate in the abovementioned position. The candidate must be Client orientated, have the ability to work well and accurate under pressure and pay special attention to detail. The ability to work independently and with minimum supervision is critical.

• Obtaining latest values from companies and knowing the different products.
• Obtaining Internal rate of returns on different investments and capturing/analyzing the data
• Considering different investment portfolios and finding solutions by switching a Client’s portfolio according to their risk profile
• Analyzing the market movements and updating reports
• Investment servicing which includes, but is not limited to the following: Switches, rebalances, Repurchases, Fee re-negotiations, Income revisions and Ad hoc contributions. This includes debit order activations/cancellations, Investment queries, CGT calculations, etc.
• Processing of Life claims – Obtain medicals from doctors, examine the reports and identify if a possible claim.
• Identify possible leads from life claim payments or maturities
• Updating of portfolios – accuracy in data/value capturing. Attention to detail is very important as company will be held liable if incorrect amounts are quoted.
• Dealing with day-to-day client queries or client services such as beneficiary changes, recording/cancelling cessions, debit order amendments, billing/payment queries, withdrawals/repurchases, premium holidays, etc.
• Dealing with Maturities – updating the registers, making contact with clients, etc.
• Interactive reassessment registers – keeping this updated and making contact with clients
• Dealing with all aspects on monthly unpaid debit orders.
• Assisting with the retention process
• Scanning and deletions
• Updating registers
• Any ad hoc duties as and when required

Requirements:

• Grade 12-qualification
• Insurance qualification / BCom-degree advantageous
• RE5 Certificate advantageous
• Be Fully bilingual in English & Afrikaans
• A minimum of 2 years’ experience in a similar role (long term insurance and possibly medical aid)
• Life Assurance products – Knowledge of the different types of insurance products, limits and restrictions.
• Tax implications and benefits – How tax will be applied in the event of retirements /death/disability; fringe benefits and when benefits are tax-deductible.
• Investments – Knowledge of and an understanding of market movements/fluctuations; income revisions and portfolio rebalances/switches.

 

Kindly email CV, Matric certificate and proof of qualifications to hr@ambiton.co.za. If no reply is received within 14 days after submission, kindly consider your application unsuccessful.