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

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