Unison Risk Management Alliance has permanent vacancies for 2 x claims handlers, one month and three months respectively.

The ideal candidate must be FAIS compliant and must have completed the RE5 exam. Both positions require candidates with good technical and computer skills as well as a sound knowledge of claims handling from registration to finalisation.

The job entails handling both motor and non-motor claims excluding liability.

Traceable references are required.

Please contact Trudy Hough – Head of Corporate Claims by email Trudy.Hough@urma.co.za or telephone 021 4644982.

A pathway to a successful business practice for dynamic entrepreneurs with a track record in business and sales management, Momentum Financial Wellness Practice is a new Momentum initiative.  With the holistic support from Momentum, a leading financial services brand in South Africa, Momentum Financial Wellness Practice is also enticing to established financial planners who are looking for a new challenge.

Cirrus Financial Services (Pty) Ltd., a Momentum Financial Wellness Practice located in Century City, Milnerton in Cape Town, is look for financial planners – who want to use the Momentum financial wellness framework and best-of-breed products as a comprehensive and persuasive platform to guide clients to financial wellness – to join their practice.

Is This You?

An exciting opportunity exists for you if you believe in individuality.  You think you wear it well.  You are someone who takes their career seriously, is professional, like-minded and believes in organizational goals and strategy.  You are a team player and are enthusiastic about working for a leading and innovative brand and one of the larger financial services providers.  If this describes you, then why not join our dynamic team.

This is Us

When it comes to our people and innovation, we value self-starters and independent go-getters. It’s one of our values and wisdoms in terms of helping you and our team to maximize your performance potential. This is possibly the best reason to join our team representing a leading financial services brand.

This is the Role

Our primary clients are focused toward middle market, professional, high net worth and targeted individuals, families and businesses.

As a financial planner you will be responsible for developing new clients and maintaining customer relationships, as well as the delivery of financial wellness strategies to the client.  This will involve new business development, maintaining regular communication with client, and working in the consultation with (their) other advisers.

In addition, this position requires that the financial planner works well with client support personnel, including product specialists and administrators, in delivering best-of-breed financial solutions and other pertinent financial services.

Essential Functions

New Business Development and Marketing

• Develops leads and referrals from current clients and outside contacts / follow up with provider leads

• We follow a hunting and farming approach to sales (prospect, convert and cross sell)
• Offer value-added products and services
• Participate in sales meetings with prospective clients and colleagues
• You will prepare a detailed needs analysis for every client, individual and/or business as well as recommended advice and document professional proposals in person, or by written commentaries/white papers

Client Service

• Extensive communication with clients and their advisors
• Ability to discuss investment performance, economic and market trends
• Presentations to clients on financial and tax planning options and opportunities
• Direct consultation with attorneys, accountants and other advisors on financial, tax and estate planning
• Client meeting planning, facilitation and presentation.
• Develop and/or deliver private wealth education sessions to clients and staff.

Financial Planning

• Develop a knowledge of the client’s entire financial and family situation and be able to structure a goals-based investment and financial plan observing both the protection of wealth and creation of wealth principles, as well as the protection of the client during the Financial Wellness journey
• Follow best practice Financial Panning Houseview in relation to financial planning processes
• Ability to discuss and advise on estate planning, retirement planning, investment planning, tax planning, cash-flow management and work with internal and external resources to meet planning goals of the client.
• Provide recommendations to individuals and family trusts and or foundations enabling them to fulfill their goals related to mission/impact investing, mitigation and protection of risk.

We have the following roles for newcomers who meet our criteria and /or experienced advisers:

1.    Life and Investment Financial advisers

We are on the lookout for both independent and tied life and investment advisers to join our dynamic team. To be considered you need, at the least, a 2-year successful track record as a financial adviser.

2.    Short-term Financial advisers

To join this team of dynamic advisers, you need at least 2 years of a successful track record as a Short-term adviser.

3.    Health Care Financial adviser

Candidates who will be considered for this position, must be fully licensed with at least 5 years’ experience in the sales of medical aid, gap cover, medical insurance and rewards programmes.

Competencies Required

Knowledge

Minimum Qualifications;

• As a new to industry candidate you have your grade 12 with a post matric qualification or appropriate degree
• Our ideal candidate is a finance/commerce/marketing graduate or has a related qualification/s.  If you are not an experienced industry professional yet, we will develop you into a seasoned and accredited financial adviser with a deep understanding of sophisticated financial planning skills and practices.
• As an existing advisor you are fully accredited;
  • With a Wealth Management qualification, degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration) and/or 3 years of related experience;
  • At least one NQF Wealth Management, CFP, CPA, CFA or CIMA certification; extensive knowledge of certifications not earned or an equivalent combination of other education and experience only but your industry recognition is unquestionable.

Skills

Financial Planners are team players and methodical business builders with experience and expertise as trusted financial wellness advisors serving the sophisticated needs of middle income, professional and high net worth individuals and families. He/she must be able to operate in an autonomous and entrepreneurial environment. Additional qualities include:

• Ability to foster teamwork and motivate colleagues
• Capacity to work with demanding clients and diverse groups of people
• Client centric focus
• Excellent strategic thinking ability
• Excellent consultative skills
• Strong written and verbal communication skills
• Results driven
• Self-confidence, personal integrity, credibility
• Skilled at analyzing and solving problems
• Team player
• Entrepreneurial spirit
• Enthusiastic, positive energy

Other Talents/Personal Attributes

• Demonstrates and promotes non-negotiable integrity and dignity of the individual in an environment of mutual trust and respect
• Exhibits a commitment to lifelong learning, encourages others to do so and continues to grow technically and personally to perform the job at the highest levels of competency
• Demonstrates a servant-leadership mindset toward all, evidenced by client satisfaction scores, 360 feedback or similar
• Encourages a direct and positive relationship between community and company
• Maintains the utmost discretion in working with sensitive and confidential information

Working Conditions

·         Upmarket and private office environment

·         Flexibility to accommodate work outside normal business hours

Equipment & Materials

Laptop computer with a Windows-based environment, Windows 7 or later. Software includes Microsoft Office 365 Suite (Word, Excel, PowerPoint, Outlook), Adobe Standard, Internet Explorer, CRM

Location

Century City, Cape Town

Are you an entrepreneurial, enthusiastic and self-motivated individual with excellent networking skills? Grab this unique opportunity to build a comprehensive financial planning practice where motivation, personal drive and independence are keys to success. Our financial planning services includes life insurance, investments, short term products and medical aid products. Our philosophy is to constantly exceed our client’s expectations. This is achieved by offering a holistic, professional approach with a focus on efficiency

About the Applicant:

• Must be an ambitious individual who doesn’t want their career to be limited by earning potential and corporate ladders.
• Must be an energetic, entrepreneurial and goal-oriented individual who is looking for a challenging position.
• Successful applicants must be persistent and resilient.
• Should possess strong relationship skills. If this resonates with you, and you are a driven and ambitious top achiever with a strong determination to succeed, then this position is for made for you. 

Desired Qualifications and skills requirements:

• RE5 Certificate
• FAIS Credits 120
• 5 Years selling experience within the long-term insurance industry
• Own car and valid driver’s licence
• South African ID
• Grade 12 / Matric
• Strong Communication Skills
• Computer Literate
• Seasoned Negotiation Skills

About the Position

Duties:

• Achieve sales targets
• Build a profitable practice
• Establish and maintain a client base
• Give professional advice to clients

Remuneration:

• Lucrative commission structure
• Great incentive structures and offerings

About The Employer

Nare Group Financial Services is a brokerage firm successfully servicing predominantly the mining industry for more than 15 years. We have an intimate knowledge of the needs, requirements and environment of various industries and therefore provide a range of financial products to satisfy those needs. Nare Group Financial Services is recognised by medical aid schemes as a corporate broker and supported as such. We believe that we are in the business of people and therefore strive to provide ethical, sound financial advice that offers peace of mind to all our valued customers.

The services of a category I financial services provider FSCA approved Key Individual is required for the following product categories:

• Long term insurance (all product categories),
• Short term insurance personal lines and commercial,
• Retail pension fund benefits,
• CIS and health service benefits.

For enquiries, contact: Fred du Plessis at 012 809 1131 or send a CV to tax@sqh.co.za at Abacon (Pty) Ltd.

Salary negotiable.

The ideal candidate should be a leader by nature, comfortable filling a lead role and be able to resolve all problems which come their way.

An ability to deal well with people is essential. The position necessitates consulting with co-workers and outside parties and it is therefore crucial that that the candidate knows how to deal with others in a professional, effective and efficient manner.

BEHAVIOURAL DIMENSIONS

Complex problem-solving ability – identifying complex problems and reviewing related information to develop and evaluate options and implement solutions
Dependability – must be reliable, responsible and able to fulfil obligations
Integrity
Attention to detail
Initiative – a willingness to take on responsibilities and challenges
Self-control – must be able to maintain composure; ability to control emotions and anger even in difficult situations
Co-operation – maintain a balanced, good-natured attitude towards others
Stress tolerance – accepting criticism and dealing calmly and effectively with high stress situations
Achievement/effort – establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

SKILLS

Judgement and decision making
Time management
Critical thinking – using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Speaking – talking to others to convey information effectively
Active learning – understanding the implications of new information for both current and future problem solving and decision making
Negotiations – bringing others together and trying to reconcile differences

KEY PERFORMANCE AREAS AND KNOWLEDGE

3 or 4 years law degree.
Preferably completed articles / recently admitted to practice as an attorney.
Experience in Insurance Law.
Supervise in-house liability claims.
Liaising between the company and external attorneys in respect of litigious matters.
Reviewing claims merit, where necessary.
Responding to ombudsman matters, where necessary.
Establishing a legal department.
Ability to work under pressure.
Good written and verbal communication skills.
The ability to work unsupervised and as part of a team.

REMUNERATION:

Annual CTC package inclusive of a performance-based bonus: Negotiable
Pension scheme and Group life insurance
To apply please email your CV to marc@cia.co.za

Having set the benchmark for innovative insurance solutions and exceptional service since 1999, we have maintained our market leadership through on-going research and development of new products, cover and benefits for residential, commercial and industrial property owners.

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.

Commercial & Industrial Acceptances (Pty) Ltd Registration No: 2000/019340/07 is an authorised Financial Services Provider No: 13890 acting as an Underwriting Managing Agent for Compass Insurance Company Limited Registration No: 1994/003010/06 Compass’s Financial Services Provider No: 12148

 

 

 

The ideal candidate should be a leader by nature, comfortable filling a lead role and be able to resolve all problems which come their way.

An ability to deal well with people is essential. The position as claims manager necessitates consulting with co-workers and outside parties and it is therefore crucial that that the candidate knows how to deal with others in a professional, effective and efficient manner.

BEHAVIOURAL DIMENSIONS

Complex problem-solving ability – identifying complex problems and reviewing related information to develop and evaluate options and implement solutions
Dependability – must be reliable, responsible and able to fulfil obligations
Integrity
Attention to detail
Initiative – a willingness to take on responsibilities and challenges
Self-control – must be able to maintain composure; ability to control emotions and anger even in difficult situations
Co-operation – maintain a balanced, good-natured attitude towards others
Stress tolerance – accepting criticism and dealing calmly and effectively with high stress situations
Achievement/effort – establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

SKILLS

Judgement and decision making
Time management
Critical thinking – using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Speaking – talking to others to convey information effectively
Active learning – understanding the implications of new information for both current and future problem solving and decision making
Negotiations – bringing others together and trying to reconcile differences

KEY PERFORMANCE AREAS

Management and motivation of staff
Manage the investigation, evaluation and settlement of claims, applying technical knowledge and human relationship skills to effect fair and prompt finalisation of claims
Authorise payment and process claims within designated authority level
Manage the verification and analysis of data used in settling claims to ensure that claims are valid and settlements are made in accordance with company practices and procedures
Manage the examination of claims investigated by loss adjustors
Present cases and participate in discussions at claims committee meetings
Establishment and implementation of departmental policies, objectives, performance management and procedures; conferring with management and staff
Resolving conflicts and negotiating with others – handling complaints, settling disputes and resolving grievances and conflicts
Negotiating favourable terms and agreements with suppliers and service providers
Manage departmental service levels
Make recommendations to management regarding wordings, suppliers and service providers

KNOWLEDGE

Good communications skills, verbal and written
Knowledge of principles and processes for providing customer and personal services including needs assessment, meeting quality standards for services and evaluation of customer satisfaction.
Knowledge of administrative and clerical procedures and systems
Technical knowledge and interpretation of policy wordings
Knowledge of principles and procedures for personnel recruitment, selection and training
Computer literacy
Managing people’s expectations – staff, service providers and suppliers service levels
Managing resources – staff, consumables, electronics etc
Ability to learn from mistakes – keeping up with developments and legal training requirements
Monitoring and assessing performance of self and others to make improvements or take corrective action

CANDIDATE REQUIREMENTS

Matric
15 years’ experience in the short-term insurance industry
Short-term Insurance qualifications
RE 1
FAIS compliant

REMUNERATION

Annual CTC package inclusive of a performance-based bonus: Negotiable
Pension scheme and Group life insurance
To apply please email your CV to mailto:marc@cia.co.za

Having set the benchmark for innovative insurance solutions and exceptional service since 1999, we have maintained our market leadership through on-going research and development of new products, cover and benefits for residential, commercial and industrial property owners.

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.

Commercial & Industrial Acceptances (Pty) Ltd Registration No: 2000/019340/07 is an authorised Financial Services Provider No: 13890 acting as an Underwriting Managing Agent for Compass Insurance Company Limited Registration No: 1994/003010/06 Compass’s Financial Services Provider No: 12148

 

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

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

Full Qualification/ NQF 4 (150 Credits) in short term insurance is essential minimum.
RE5 essential.
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.

Are you a driven individual with a proven track record in Sales? Do you have a passion for people and strong communication skills? FinGlobal in Hermanus is looking for a Financial Consultant to join the dynamic Sales team.

Click on the link for more info regarding role requirements & application process.

FINANCIAL ADVISERS

MTHATHA, ENGCOBO, BUTTERWORTH, IDUTYWA

In the recent Deloitte 2016 survey, Old Mutual (South Africa) has been ranked as Top Employer in South Africa in both the Financial Services and Insurance categories and was also placed fourth as a Top Employer in Africa. In addition to this, Old Mutual South Africa also achieved Best Employer status.

Our customers need and want personal financial planning, knowledgeable advice and a trusted brand, and this is what Old Mutual Personal Financial Advice has always offered.

OMPFA is looking for motivated and passionate people with the desire to work in the financial services industry. No prior industry experience is required, but it would be beneficial. Afford yourself one of the abovementioned golden opportunities by becoming part of our trusted brand and benefiting from our innovative solutions and recognised expertise.

Minimum requirements include:

• Grade 12 or NQF level 4 qualification
• English as a subject
• a valid driver’s licence
• own private mode of transport
• a clean credit and criminal record
• Mathematics with a minimum D symbol on standard grade and Accounting will be preferred.

OMPFA will assist you by providing infrastructure support, competitive remuneration, incentives and world-class administrative and system support. You will further be supported by a matrix management structure which will ensure that your advice is always backed by Old Mutual and that you adhere to all the FAIS requirements. Joining OMPFA will provide you with the opportunity to join or start your own General Practice or even become one of our Top Advisers.

To apply, please forward your CV with certified copies of ID, valid driver’s licence and Matric certificate via email, to nmkhwambi@oldmutual.com by no later than 23 September 2018.

Appointments will be made from the designated group in line with the Employment Equity Plan of OMSA and the specific business unit.

Old Mutual is a Licensed Financial Services Provider.