Responsibilities

• Service the maximum number of IFAnet Product Provider contracts per calling point.
• Submit the maximum number of new business applications per serviced contract.
• Manage the relationship with the IFA and his staff on an on-going basis; by ensuring the sales process, administration efficiency and interaction with PPs are well structured.

Position Requirements

• Grade 12 or equivalent.
• RFP2 equivalent, or 3 year’s appropriate and relevant successful experience.
• Own Transport and valid driver’s license.
• Successful track record in the “Broker Services” sector of the Life Insurance Industry.
• Excellent communication skills.
• Methodical and able to prioritise responsibilities.
• This position requires traveling.

Salary

Attractive commission structure

Area of work:

Johannesburg and Pretoria

Closing date:

One month from date of placement

 

If you do not meet the requirements please do not apply. Interested candidates should forward detailed Curriculum Vitae to Nataliem@ifanet.co.za.

Please note that candidates who are not contacted within 7 days after the closing date must deem their applications as unsuccessful.

 

 

Permanent position at a young and dynamic insurance brokerage in Pretoria East.

Part of a full circle financial services group.

Opportunity for an exceptional candidate to grow with the company.

Opportunities are plenty and need to be realised, especially within the current client base of the group companies.

Minimum Requirements:

• FAIS Compliant
• RE 5
• Short term insurance experience
• Performance and quality driven
• A team player and self-starter
• Fluent in English and Afrikaans
• Valid driver’s licence and own vehicle

The following will be advantageous:

• Experience on atwork

 Cost to Company Salary: R150 000 – R180 000

 

Do you enjoy working in the Insurance environment with a drive for sales and a strong focus on customer experience?

mrpmoney is looking for a self –motivated, passionate Insurance Sales Team Manager to join their fast-paced team.

The Team Manager will be responsible for ensuring that operational requirements are fully catered for in order to assist the Sales Manager in reaching their performance objectives.  The key focus of this role is to ensure that our customers receive an exceptional service experience through the excellent management of the Insurance sales team.

Responsibilities

• Managing productivity through training and motivation.
• Identifying and diagnosing performance issues.
• Managing monthly performance targets in accordance with the set targets and monitor associate performance/efficiencies.
• Create and sustain a culture of innovation and participation amongst associates.
• Ensure that a positive working relationship is maintained with the customer at all times.
• Ensure all correspondence with debtors is handled timeously and accurately.
• Review and enhance current procedures, and identify any administrative inefficiencies.
• Make sure that all daily, weekly and monthly operations reports are available and efficiently create month-end reports.

Requirements

• Grade 12
• Full FAIS accreditation and valid RE5, RE1 (key individual) certification.
• 3-5 years insurance Sales Team leader/Manager experience
• Strong leadership skills
• Knowledge of FAIS, FICA, National Credit Act, all relevant insurance legislation
• Knowledge of Ombudsman
• Excellent communication skills in English (Written & verbal)
• Computer literate (MS Word, MS Excel, MS Outlook)

A little about us:

Passion, value and partnership. If you believe in these core values, we believe you’re a perfect match for the Mr Price Group.

The Mr Price Group has 6 trading divisions namely: mrp, mrphome, mrpsport, Miladys, Sheet Street and mrpmoney. We employ over 16000 people and retail in over 1000 South African based stores, almost 100 international stores and through our online channels offering our full product assortments. 

mrpmoney is an equal opportunity employer and is committed to Employment Equity

Short term Underwriter position available at a short term brokerage in the Milnerton area.

The minimum experience being 2 years and with the following minimum requirements:

1. Full Qualification/ NQF 4 (150 Credits) in short term insurance is essential minimum.
2. RE5 essential.
3. Computer Literate – proficient in Microsoft products and Outlook.

The candidate will be responsible for all relevant tasks related to client services (primarily personal lines but not limited to this) 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.

 

To apply, send 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.

 

Multivest Financial Planning requires Experienced Financial Advisors in Investments and Life Assurance to increase our team in the following areas:

• Johannesburg South, Central & North
• Pretoria
• Nelspruit
• Polokwane
• Bloemfontein
• Upington
• Durban
• Port Elizabeth
• Cape Town

Local candidates only.  We are looking for exceptional, independent and reliable people with high ambitions!

We offer…

• Commission based structure with benefits = unlimited earning potential
• Vesting incentive/bonus for high performance
• Excellent support structure
• Continuous training
• Rewards & Recognition for outstanding performance

We require you to…

• Maintain your own client base and establish a new client base through referral agreement
• Give professional advice to clients
• Build a profitable advice practice

You must have…

• Fit and Proper status
• Minimum 36 months experience in selling Life Assurance and Investments and client base
• Minimum Grade 12 or a higher industry qualification
• RE Certificate for Representatives
• Minimum 120 Long-Term FAIS Credits
• Valid South African Driver’s License and own vehicle

Job Type: Full-time

Old Mutual is the 2018 No 1 Top Employer in South Africa and Ghana and remains the Industry Leader in Financial Services and Insurance. We have also been certified as a Top Employer in all the 13 countries across the African continent.

Role overview

This person will be based in Umhlanga Rocks and report to the Regional Investment Executive, based in Cape Town. The successful candidate will focus on delivering the Old Mutual Wealth proposition – in its entirety – to identified intermediaries within Broker Distribution.

The role will be responsible for:
a) Managing a portfolio of existing intermediaries with a view to retaining and growing the business
b) Primarily focusing on the acquisition of new business

Key Result Areas

• Managing a portfolio of existing clients/practices
• Managing intermediary relationships
• Managing all contracted client deliveries relevant to each arm of the practice
• Growing the share of wallet with each client/practice
• Responsible for the retention of business
• Growing Net Client Cash Flow

Qualifications and Experience required

• An applicable tertiary qualification, preferably BComm/CFP
• At least 5 years’ experience working with a top end Investment Practice (AUM > R250m)
• Basic understanding of Risk and Risk Management
• Driver’s license and reliable transport – the role requires travelling
• Competencies • Technical Knowledge
• Aligning performance for success
• Building Relationships
• Decision making
• Gaining commitment
• Initiating action
• Sales Ability
• Tenacity

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

DIVISION: HEALTHCARE AND RETIREMENT FUND
REPORTING TO: SENIOR ADVISOR

ROLE PROFILE
Provide an effective and efficient conduit between ASI Financial Services (ASI) and its clients (i.e. members and appointed representatives of the organisation) through provision of advice, distribution services, query resolution, administrative service, communication, training and education.

KEY RESPONSIBILITIES AND ACCOUNTABILITY

CONSULTING AND DISTRIBUTION

• Demonstrate a good understanding of the medical scheme industry
• Conduct in-depth analysis of members’ financial needs and provide appropriate advice, record, save and provide member with a copy of the record of advice
• Ensure that members understand the benefits, exclusions, administration processes and procedures
• Medical scheme distribution
• Conduct onsite member assist sessions and training sessions.

ADMINISTRATION AND QUERY MANAGEMENT

• Attend to the resolution of members and/or employer queries. You are required to escalate complex queries to your supervisor as soon as possible
• Save client communication on internal drive, keep record of attendance register for training sessions, on-site session, queries received and option change forms
• Request necessary data/information from schemes/funds to support projects
• Provide the Human Resource and Payroll team of each client in your portfolio with monthly dashboard report/stats of all activities and analysis relevant to you scope of responsibilities.

PROFESSIONALISM

• Ensure clear, effective and professional communication to clients
• Always adhere to high standards of quality and professionalism (punctuality, formal dress code, professional written and verbal communication etc.)
• Comply with FAIS code of conduct
• Adhere to ASI’s ‘Style Guide’ protocol, ensure that all external communication is peer reviewed before sending;
• Treat clients with dignity and respect
• Keep work station neat, orderly and tidy;
• Work collaboratively and efficiently with other team members and provide support where required;
• Live by the ASI core values.

QUALIFICATIONS, COMPETENCY AND EXPERIENCE

• Matric, FIAS Fit & Proper compliant (NQF Level 5, Regulatory Exams [RE5]) and continuous learning is expected.
• Microsoft Office proficient and proficiency in English (second language proficiency preferable)
• Drivers licence and own car essential as travel is required
• 2 year Medical Scheme Industry Experience in customer service experience;
• Excellent communication (verbal & written)
• Customer service excellence
• Willing to go the extra mile

 

About ASI:

We are proud to be the fastest growing independent financial advisory consultancy on the continent – advising in over 20 African countries with over R10 billion in annual premium income, liabilities and assets under management. Applying global standards and best practice, we partner with several international companies to provide our clients with the best value.

SelectONE is looking for multiple candidates for SA’s leading and most innovative bank. They’re seeking high performance individuals to join a dynamic team focused on outbound sales.

Job seekers must have the following qualification:

1. Regulatory Examination (RE5)
2. NQF Level 5 certificate in Banking or Wealth Management with 120 FAIS credits
3. 2-3 years’ sales experience within an outbound call centre
4. Grade 12 preferred; Diploma or certificate in banking/business management or similar.

For more on this role or to apply, go to: :  https://ai.pivotaltalent.co.za/?CID=16C92  and be sure to have dedicated time and a stable internet connection.

For further enquiries email Marianna.scott@selectone.co.za