FINANCIAL ADVISERS
EAST LONDON & QUEENSTOWN
We are looking for dynamic professionals who have what it takes to become successful Financial Advisers.
Suitable positions are available in our offices in East London and Queenstown.
Qualifying individuals will earn a monthly qualifying allowance over a 24 month
period plus commission, pension fund and medical aid.
Minimum Requirements:
Matric Certificate • Mathematics • Own car with valid driver’s licence • NQF Level 5 Qualification (advantageous).
Appointment will be made from the designated groups in line with the Employment Equity.
To apply please send your CV to KExford@oldmutual.com by 31 May 2018.
NB: if you have not received a response within a month of your application, consider your application unsuccessful.
Our client, an established Offshore Property Investment House based in Houghton Estate, Johannesburg & La Lucia, Durban are expanding their team.
This is your opportunity to offer a unique, capital growth investment opportunity to the market without bumping heads with direct competitors.
The company has a track record of 55% repeat and referral business so your networking ability will be rewarded in this environment.
Facilitate sales to high income earners in their personal capacity i.e. Business Owners, C-Suite, Doctors, Lawyers and other professional individuals.
Leads are generated through your own established network, the database provided by the company and attending high profile exhibitions and events as part of the team.
• You must be a seasoned sales consultant with over 5 years sales experience
• You must have at least 2 sales positions calling on either a similar client base or a high level client base
• Proven ability to reach target
• A hunter, go-getter, high energy person who can do the numbers
• Strong closing skills and an entrepreneurial mindset
• Corporate dress code and own reliable transport
R33 000 Cost to Company. This is a guaranteed salary package.
Excellent commission and incentive structure. No claw backs or deficits
Email your CV now:
• Johannesburg applications – samantha@salesforce.co.za
• Durban applications – paula@salesforce.co.za
We regret, due to the high volumes of CVs received, we are only able to contact successful applicants
***BASIC SALARY PLUS OUTSTANDING COMMISSION EARNINGS**
Join this stable, Offshore Property Investment House situated in Houghton Estate, Johannesburg & La Lucia, Durban and elevate your sales career to the next level.
Sell offshore Buy-to-Let properties which include Student/ Care Accommodation, Serviced Units as well as Residential and Commercial Investments. The properties are situated mainly in the UK but opportunities exist in various other countries
. These Buy-to-Let properties are purchased as an investment by High Nett Worth Individuals and offer these clients the opportunity to earn guaranteed rental income in foreign currency.
• A strong external sales profile with a proven track record of success
• Sales experience in excess of 4 years
• Professionally presented with exceptional interpersonal and communication skills in line with an executive or HNWI target market
• Own reliable transport is a must
Exciting product to sell with very few competitors in the South African market
R20 000 Gross (guaranteed salary) plus exceptional, uncapped and aggressive commission structure. No claw backs or deficits
Email your CV now:
• Johannesburg applications – samantha@salesforce.co.za
• Durban applications – paula@salesforce.co.za
We regret, due to the high volumes of CVs received, we are only able to contact successful applicants
KI required for the following companies, forming part of the same Group – operating from the same premises in Faerie Glen, Pretoria, with a branch in Somerset West:
Destinata Capital Ltd FSP 48729 – Registered 12J VCC-0073 with current fund size after 1st capital raising round of R6.5m
- Licenses required for product categories: 1.8
Legacy-Map Risk Management (Pty) Ltd FSP 46326 – Full spectrum financial advisory firm with Commission turnover of R2.5m in 2018 financial year
- Licenses required for product categories: 1.1; 1.2; 1.3; 1.4; 1.5; 1.6; 1.7; 1.8; 1.14 & 1.20
- Further to the above, 40% of the ordinary share capital of the company is on the market at R240 000
The advantage of both companies is that an established client base already exists and a new client pipeline that essentially funnels clients to financial advisers through other companies connected to the group, without them having to canvass.
Contact Pieter Reinhardt on 012 991 3558 or pieter@destinata-holdings.com
Be responsible for the assessment of recover-ability of claims in terms of the policy and all administration of marine insurance claims (cargo and hull). You will be expected to have a good knowledge of marine insurance, shipping documentation, Incoterms, be familiar with the various types of transportation of cargo (ship, rail, air, road etc.) and the risks associated therewith.
The ability to validate claims against the policy including checking for any potential fraudulent activity. A sound geographical knowledge would be beneficial
- Acknowledge claims within the time frame defined by our SLA’s
- Request relevant information and documentation
- Appointment of Surveyor (if required)
- Validate recoverability of claims in terms of the policy
- Make recommendations to Management and comment on claims
- Adjust claim calculation in terms of the policy
- Manage claims diary
- Manage claim recoveries
- Prepare claims stats for Management meetings
- Understand and be able to apply Vat Rules in respect of claims
- Understand and be able to apply policy excess/deductible
- Understand and decipher contractual obligations and responsibilities in respect of various parties relative to a claim
- Handle all claims matters from start to finish
The following requirements in short term insurance apply:
- Minimum of 2 years’ experience.
- RE5 and NQF4 (150 credits) compulsory.
- Bilingual in Afrikaans and English. Xhosa will be beneficial.
- Good communication and telephonic client liaison.
- Computer literate.
Salary negotiable depending on experience.
To apply, send your CV to marlene@venshaw.co.za
If you have not heard from us within 3 week, please deem your application unsuccessful.
Minimum experience being 1 year with the following requirements:
- RE5 and NQF4 (150 credits)
- Xhosa speaking essential.
- Computer literate.
- Drivers licence
Salary negotiable depending on experience.
To apply, send your CV to zweni@venshaw.co.za
If you have not heard from us within 3 weeks, please deem your application unsuccessful.
Minimum experience being 2 years with the following requirements:
- RE5 and NQF4 (150 credits).
- Xhosa speaking essential.
- Computer literate.
Salary negotiable depending on experience.
To apply, send your CV to zweni@venshaw.co.za
If you have not heard from us within 3 weeks, please deem your application unsuccessful
The Broker Consultant function is a key part of what differentiates CIA from our competitors.The most important function of the Broker Consultant “BC” is to represent CIA to our Brokers. This entails developing a long-term relationship with the brokers based on trust and transparency. The BC must be able to confidently resolve technical queries and complaints with the utmost professionalism and without always having to refer back to management.
Besides being an excellent communicator, a CIA Broker Consultant must have:
- a comprehensive understanding of our product wordings,
- a detailed knowledge of our underwriting and rating procedures and
know how we pay claims and what we don’t pay for.
More specifically, the BC is responsible for:
- Developing and maintaining good relationships with new and existing brokers through visits and feedback at agreed intervals to ensure brokers getting the market leading service from CIA they have come to expect.
- Establish the broker’s needs and ensure that these needs are met as far as possible and that all problems if any are resolved timeously.
- Sourcing and on-boarding of new brokers within the delegated area.
- Monthly visitation reporting on Grail and ABC Report.
- GPS petrol log submissions on a weekly basis.
- Accurate GPS reporting – exact plotting point of visits
- Effective time management and planning of visits (office bound on Fridays and for Renewal preparation)
- Build brand awareness
- Drive product communication / Awareness
- Provide management information
- Technical training of and on-going product support to brokers
- Keeping up-to-date with competitor product and service offering and industry developments
- Technical quoting preparation / discussion with brokers
- Monthly renewal preparation/ discussion with brokers
- Corrective action preparation/ discussion with brokers
- Assisting with quotations for book transfers
The Broker Consultant must develop and maintain the following competencies:
- Strong business acumen
- People management skills
- Strong financial acumen
- Strategic thinking
- Planning & organizing skills
- Executive disposition
- Good organizational skills
- Leadership skills
- Strong time management skills
Other:
- Own reliable and insured transport and driver’s license
Candidate Requirements:
Non-negotiable:
- Matric
- 5-10 years working experience in the insurance industry and knowledge of underwriting processes
- 3 years Broker Consulting experience will be advantageous
- Short-term Insurance qualifications
- RE 5
- FAIS compliant
- Fluency in English and Afrikaans
- Computer Literacy (MS Word, Outlook and Excel)
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
PURPOSE OF THE JOB:
Financial Advsiors provide specialist advice on Hollard products. The role involves selling of Hollard My Life and More products to mainly government employees and private clients.
CRITERIA
• Matric
• Finance/relavant tertiary qualification
• Completed RE (Advantageous)
• 1- 2 years Finacial Advisor experience
• Self motivated and the ability to work without supervision
• Ability to work under pressure
• Strong interpersonal and communication skills
• Great networking skill
ESSENTIAL DUTIES AND RESPONSIBILITIES:
contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises
conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
analysing information and preparing plans best suited to individual clients’ requirements
designing financial strategies
assisting clients to make informed decisions
reviewing and responding to clients changing needs and financial circumstances
promoting and selling Hollard financial products to meet given or negotiated sales targets
keeping up to date with financial products and legislation
