Main Purpose:

To recruit, develop and maintain sales representatives and brokers, and achieve sales targets.

Key Responsibilities:

Develop and maintain sales and marketing plan

• Develop an integrated sales & marketing plan
• Implement and align marketing plan with regional plan
• Review and update strategic plan on a regular basic
• Compile report on progress made on strategic plan

Perform recruitment and selection process for sales representative

• Advertise and market representative positions through presentations
• Select applicants in accordance with FSCA requirements; implementation of assessment selection battery

Conduct training to sales representative

• Facilitate the pre-course and post-course training
• Responsible for on-the-job assessment of representatives

Conduct broker training and support  

• Ensure brokers are equipped with sufficient office documentation e.g. application forms
• Handle administration queries on behalf of dedicated brokers
• Check business methods of dedicated brokers and advise accordingly
• Update brokers on Assupol products and services regularly
• Ensure computer software of brokers is up to date in respect of Assupol products and services
• Build professional business relationships with brokers

Identity and develop new and current markets

• Identify, penetrate and develop new markets
• Negotiate stop order markets
• Develop and maintain contacts with key decision makers and insurance industry resources
• Retain/increase market share in existing markets
• Manage the business retention
• Conduct product presentations in the market

Attain production targets and retain business

• Ensure and monitor set production targets are achieved
• Maintain business retention

Comply with FAIS requirements

• Supervise representative when rendering services under supervision
• Submit supervision evidence to MSSI on a monthly basis
• Mentor and train supervisee to ensure that they have a proper understanding of products
• Observe meetings between representative and clients

Knowledge and Skills

Formal Education:

• Matric
• Relevant Qualification (recognised by the FSCA)

Technical/Legal Qualification

• Regulatory Examination Level 5: Representatives
• Regulatory Examination Level 1: Key Individuals
• Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)

Experience

• 1-year management and oversight experience in categories A, B1, B2, C and retail pension funds
• 2 years Insurance industry
• At least 1 year’s advice and intermediary experience in category A, B1, B2, C and retail pension funds
• CPD (Advantage)

Knowledge:

• Applicable insurance legislation (FAIS, NCA, FSCA, LTIA)

Skills:

• Written and verbal communication skills

Applications: Should you be interested in the position, forward your CV to the following e-mail address: nicoles@assupol.co.za

OracleMed Health, a leader in the medical insurance industry in Africa, is looking for an experienced Senior Sales Executive to drive business development opportunities. The successful candidate must be able to demonstrate a proven sales and new business development track record.

Please note: Candidates applying for this position must have previous product selling and business development experience with a minimum of 10 years.

Candidate Requirements:

• Preferable previous sales experience in Financial Services Products at Group Level.
• To develop and manage new and existing business relationships with Multinational Clients and Insurance Brokers.
• Able to travel into Africa on an Ad Hoc basis
• Must presently be earning more than ZAR 800k per annum
• Language: English
• Must have sales experience with senior executives across industries (i.e. CEO, CFO, Head of HR etc).
• Experience in building and managing a strong and consistent sales pipeline.
• Document preparation (i.e. Proposals,  Presentations and Reports).
• A university degree (or equivalent tertiary education).
• RE1 or RE5 FSCA qualification (preferable but not necessary)
• Fully Computer literate with strong Word, Excel and PowerPoint skills.
• Should be  45 + years old

Characteristics of a successful Candidate: 

• Excellent problem-solving, written, verbal and interpersonal communication skills.
• Should be self-driven and self-motivated.
• Excellent presentation skills.

Key Performance Indicators:

• Develop and manage the sales pipeline.
• Effective sales conversion rate.
• Follow-up and follow through on the whole sales process from lead generation to proposal creation to securing the purchase orders.
• Size and effectiveness of the senior sales executive’s sales pipeline.

Anticipated Career Path

• Senior Sales Executive: Medical Insurance Products (12-24 Months)
• Promotion prospects: Sales Director

Package:

• Salary: R800k + commission (negotiable)
• Expense account
• Mobile phone account costs
• Travel costs into Africa

Application:

• Forward CV to david@oraclemed.com
• Should you not receive a response within 14 days, kindly consider the application unsuccessful.

Established, Independent financial advice business, with over 30 years’ experience looking to expand the team.

The ideal candidate needs to have a passion for the financial advice industry, be driven, and have an interest in continuing to build a well-established holistic advice business in Durban.

The candidate should also have about 3 years financial services experience and either has their Post-grad diploma in financial planning or be studying towards it.

Currently, this practice uses:

• Elite Wealth financial planning tools & CRM system.
• FinaMetrica – International risk profiling tool,
• FundHouse models & consulting service
• Current platform providers are : Allan Gray (preferred provider), Investec & UBS.

CV’s to be forwarded to Jenny Drake  (jenny@antonkoch.co.za)

Palime Group is looking for a qualified candidate who has completed RE1 and RE5 with a minimum of 1 – year experience within the following categories:

Category 1: (1.14 Participatory interests in a collective investment scheme & 1.15 Forex investments).

POST REQUIREMENTS:

• Passed RE 1 & 5
• Participatory interests in a collective investment Scheme and Forex experience
• Formal qualification in wealth management or closely related ie. Certificate of proficiency or better.
• Marketing skills.
• Negotiation skills.
• Presentation skills.
• Basic knowledge of portfolio management
• FAIS fit and proper
• Full qualification NQF4 and RE.
• Marketing Diploma would be an advantage.

CANDIDATE CHARACTER/ PROFILE

• Highly entrepreneurial
• Ambitious
• Keen to be involved in a start-up culture.

SALARY / FEE

• Negotiable

START DATE

• As soon as possible

HOW TO APPLY

• Send CV to hr@palime.co.za with heading “Key Individual” on or before March 18^th or apply on pguniversity.co.za/Careers/

Short Term Insurance Brokerage situated in Milnerton Cape Town seeks a Claims Handler for Personal and Commercial Lines insurance.

Key performance areas (not limited to the following):

• Registering of claims;
• Following and completing the claims process;
• Regularly keeping clients informed of progress;
• Timeously relaying details, documents and relevant information to concerned parties;
• Tracking recoveries and keeping clients up to date.

Minimum requirements:

1. Matric or equivalent;
2. Computer literate and proficient in Microsoft (Word and Excel) and Outlook products;
3. Bilingual in English and Afrikaans;
4. At least 2 years claims experience (Personal Lines and Commercial Lines).

To apply, please send your CV to insure@farelo.co.za

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

 

Looking for an energetic Personal Assistant that can provide an effective and efficient administrative, secretarial and operational assistant function to support a financial planner.

Starting salary:  R15 000-R20 000 (depending on experience)

Required Skills

• High level of professionalism
• Exceptional communication skills (verbal and written)
• Ability to work well under pressure and independently
• Excellent organization skills
• Strong attention to detail
• Pro-active thinking and actions
• The ability to plan, prioritize, multi-task

Minimum Requirements

• Matric
• RE5 FAIS qualification will be advantageous
• Medical aid experience
• 1-3 Years’ experience – PA level
• Fully computer literate
• Own Car and a valid driver’s licence
• Can speak Afrikaans and English fluently
• Previous experience in the Financial Services Industry will be advantageous

If you have not received a response within two weeks, your application was most likely unsuccessful.

CIA Building Insurance, part the worldwide Hannover Re Group and one of the largest Underwriting Managers in South Africa, is currently looking for an experienced credit controller to join our finance team in Bedfordview.

At CIA we pride ourselves on providing outstanding customer service and having amazing staff is how we achieve this. We offer a stable and family oriented work environment, great compensation (which includes benefits such as pension and bonus) and the opportunity to learn and study further.

Reporting to the Senior Accountant, our new team member should:

• Be an experienced credit controller with a minimum of 5 years’ experience
• Have strong attention to detail and the ability to work fast and accurately
• Be a team player willing to help others where needed
• Be a passionate person with unshakable ethics and a desire to make a positive difference in our country and the insurance industry

Duties and responsibilities will include:

• Daily allocation and coding of premiums from bank statements
• Managing long out-standing balances
• Maintaining financial bordereau’s
• Managing refunds and sundry requests
• Attending to general queries & correspondence

Requirements:

• Suitable accounting qualification, certificate or diploma
• Minimum of 5 years relevant short-term insurance experience in a credit control environment
• Strong Microsoft Excel skills
• Self-motivated with the ability to take initiative
• Professional, enthusiastic and positive attitude
• Effective communication, presentation and interpersonal skills
• Be able to work under pressure and meet deadlines

 

If you are keen to join our dynamic team and you meet the requirements for this position, please email your CV to Renaldo Jardim (renaldo@cia.co.za) before 31 March 2019.

 

CIA is underwritten by Compass Insurance Co. Limited (awarded an A + rating by Global Credit Ratings), a subsidiary of the Hannover Reinsurance Group -the third largest reinsurer in the world. CIA is part of the Lireas Holdings Group of companies, which in turn is a wholly owned subsidiary of the Hannover Reinsurance Group Africa Limited.

Looking for an energetic Personal Assistant that can provide an effective and efficient administrative, secretarial and operational assistant function to support an Independent financial planning practice.
This is an entry level position, salary dependant on experience

Required Skills

• High level of professionalism
• Exceptional communication skills (verbal and written)
• Ability to work well under pressure and independently
• Excellent organization skills
• Strong attention to detail
• Pro-active thinking and actions
• The ability to plan, prioritize, multi-task

Minimum Requirements

• Matric
• 1-3 Years’ experience – PA level
• Fully computer literate
• Own Car and a valid driver’s licence
• Can speak Afrikaans and English fluently
• Previous experience in the Financial Services Industry will be advantageous

E-mail your CV to info@newadventures.co.za

If you have not received any feedback within 2 weeks, consider your application to be unsuccessful.

Unison Risk Management, a financial services provider, based in Woodstock, is looking for a Short term new business consultant to join our Personal lines team.

Key performance areas

• Generate short term new business across all insurers utilised by Unison
• Request, obtain and assess quotes from Insurers
• Provide suitable product advice to clients
• Administration duties relating to new business
• Attend to renewal meetings
• Service existing clients

Requirements

• FAIS compliant
• RE5
• Minimum 5 years’ experience in a similar role
• Excellent verbal & written communication skills
• Attention to detail, neat and organised
• Maturity to speak to all levels of clients
• Work well with colleagues and be a team player
• Strong computer skills