FINANCIAL ADVISOR

Want to be employed by one of the top “BLUE” firms in SA, here’s your opportunity to write your own paycheque.

We are currently recruiting an unlimited number of individuals aged 25 to 35 to get the ball rolling who are head-strong, motivated and dedicated with strong moral and ethical values.

If you have experience in the Insurance industry and/or have completed the RE exam, then this opportunity is the right one for you!

REQUIREMENTS:

1.    Own transport

2.    Drivers licence

3.    Grade 12

4.    SA Citizen

 

OFFICE BASED IN FAERIE GLEN PRETORIA

EARNING POTENTIAL AS FOLLOWS:

1.    1st two months training – Basic of R11 000 will be paid – you will still earn commission for all new leads brought in.

2.    Commission based earning.

3.    Potential of earning a passive income.

4.    Potential of earning a 13th cheque.

5.    Potential of earning bonuses.

 

Don’t delay, send your CV hanita@kaizensolutions.co.za

Senior Credit Controller

 

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

Remuneration:

Annual CTC package inclusive of a performance based bonus:  Negotiable
Pension scheme and Group life insurance

If you are keen to join our dynamic team and you meet the requirements for this position, please email your CV to estelle@cia.co.za before 31st January 2017

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

Junior Short Term Underwriter

 

 

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

The minimum experience being 3 years, preferably living in the vicinity of the brokerage and with the following minimum requirements:

·         NQF 4 (150 Credits) in short term insurance is essential minimum.

·         Bilingual in English and Afrikaans.

·         RE5 essential.

·         Computer Literate – proficient in Microsoft products and Outlook.

The candidate will be responsible for all relevant tasks related to client services in a short term insurance practice, including but not limited to:

·         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 to insure@farelo.co.za

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

Personal Assistant and Administrator of Investments, Life Insurance and Medical Insurance & Funds

Vesto Capital is looking for a lady with appropriate experience as a Personal Assistant and administrator of investments, life insurance and Medical Aids to commence on 8 January 2018 at our offices in Moorreesburg.  Only applicants with matric, a possible after school qualification and at least 5 years applicable experience are welcome to apply.  We are looking for a lady with excellent communication skills, well presented and able to work under pressure, to join 4 other ladies in our Moorreesburg office.  We offer a market and experience related package.  Applicants can email their CV to hendrik@vestogroup.com.  Closing date for applications will be on Monday 11 December 2017.

 

Short Term Claims Administrator

 

 

The Insurance Center based in Westville requires an experienced short term claims administrator. The successful applicant will work unsupervised and must be competent to negotiate claims settlements at the highest level. Please send your CV to terry@insurancecenter.co.za.

Financial Sales Consultant

We require Financial Sales Consultants for one of SA’s leading financial institution. The incumbent is responsible to provide qualified financial advice directly to client’s in line with our clients value proposition.

 

This employment opportunity makes provision for the following:

  • Job Type: Permanent;
  • Basic Salary: R8k – R10k pm;
  • Benefits: Med Aid & Pension Fund;
  • Variable Earning Potential: up to R30k (incl. commission, incentives, etc…)

 

Minimum Inherent Requirements:

  • Grade 12 or NQF 5 (Financial);
  • Minimum 6 months Outbound Call Centre sales experiences or 12 months face to face financial sales, and;
  • RE qualification (dependant on your registration date with the FSB) and FIAS credits will be an added advantage.

 

All queries and applications can be directed to Mr. Neo Douse via email: neod@quest.co.za, or Quarnitah Salie at quarnitahs@quest.co.za. Alternatively, contact us telephonically on: 021 413 4700.

Group Compliance Practitioner

 

 

Purpose of the Role:

The Legal Expenses Insurance Southern Africa Group seeks to employ a Compliance Practitioner who will play a key role in assisting the Group Compliance Manager to enhance and maintain the compliance strategies and processes, as well as a culture of ethics and compliance, across the Group.

You will be responsible for:

Compliance

  • Developing, implementing and maintaining compliance risk management plans
  • Documenting, planning and performing monitoring around key compliance risks identified
  • Preparing reports based on monitoring concluded
  • Meeting with managers to discuss identified areas of non-compliance
  • Developing / updating policies, processes, controls and relevant compliance documents in respect of material compliance obligations
  • Conducting assessments of the compliance policies and processes
  • Reviewing / updating compliance training materials
  • Addressing ad hoc compliance queries from the business
  • Regular monitoring of the primary legislation impacting the business, including wider legislative, regulatory, company and industry standards
  • Maintaining awareness of regulatory developments and communicate relevant developments to the Group Compliance team, and relevant forums / employees
  • Performing compliance research on applicable topics
  • Assisting with ad hoc tasks as and when required

Qualifications and Experience Required:

  • LLB / CISA Compliance Practitioner certification (C.Prac) or studying towards C.Prac
  • Good understanding of compliance best practice and guidance
  • Detailed knowledge and experience of the practical application of relevant laws and regulations
  • Experience in dealing with compliance issues similar to those applicable to the Group
  • Solid understanding of compliance best practice and guidance, especially compliance monitoring
  • Being familiar with the following legislation:
    • Financial Advisory and Intermediary Services Act,
    • Short Term Insurance Act,
    • Long Term Insurance Act,
    • Protection of Personal Information Act, and
    • Financial Intelligence Centre Act
  • Knowledge of SADC jurisdictions advantageous
  • Experience of liaising with regulators (preferably FSB) would be an advantage
  • Audit experience would be an advantage
  • 3+ years of Compliance experience and / or internal audit experience would be an advantage
  • 3+ years experience in the financial services sector / insurance industry would be an advantage

Skills and Competencies Required:

  • Ability to quickly grasp new laws and concepts
  • Business-orientated
  • Attention to detail
  • Capacity to work independently
  • Sound risk based judgment skills including the ability to assess compliance risks appropriately
  • Excellent relationship management and partnership building skills, to help facilitate a pro-active and effective compliance to business relationship
  • Sound reporting and communication skills
  • Ability to deal effectively with conflict
  • Ability to “think on her/his” feet
  • Team player and strong partnership building skills

Other Requirements:

  • This is an employment equity role
  • Relocation will be at own cost
  • ITC/criminal check will be a requirement
  • Applicable Psychometric assessment/s will be a requirement
  • The applicable psychometric assessment will be a requirement
  • Team player
  • Must be computer literate
  • Own car and valid driver’s license required
  • Position requires occasional travelling

Closing date: 23/11/2017

 

 

Insurance Sales Counsellor

We are looking for enthusiastic, career-minded, self-motivated, sales professionals. whether you are a seasoned professional looking for unlimited income potential with the benefits of work/life balance or an entry-level professional starting your career in sales, we welcome you to apply.

Minimum Requirements: 

  • Grade 12 or a relevant NQF 4 qualification
  • 1 years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to face sales experience (with targets attached to the sales)
  • Financial services experience (advantageous)
  • Fluency in English and one other South African official language
  • A clear criminal and credit record
  • Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
  • Computer literacy
  • Willingness to work overtime.

Responsibilities: 

  • Selling products telephonically
  • Target Driven
  • KPI’s
  • Adapt and change to fit in with changing business operational requirements
  • Resolve complaints and objections
  • Build and maintain good client relationships
  • Ensure commitment to the FAIS Fit & Proper qualification requirements
  • Selling skills
  • Computer literacy
  • Communication, Planning and organising
  • Treating Customers Fairly
  • Results Driven/Achievement orientated
  • Continuous learning

Should you meet the requirements , email an updated CV to :farhaad@brip-africa.com

Hiring Financial Advisor

 

 

Small Financial Planning practice, with 30 years’ experience, looking to hire a Financial planner.

We pride ourselves on delivering a focused personalized service. 

Working in an upmarket and private office environment, based on the Berea, Durban, using leading edge planning tools.

 

Suitable candidates must meet the FAIS Fit and Proper requirements and needs to have the following:

  1. Honesty and Integrity
  2. Certified Financial Planning Diploma  or working towards a CFP
  3. Completed the RE5 exam   ……… with at least 6 months working experience.

 

Remuneration – Salary with profit sharing.

 

Email detailed CV to anton@antonkoch.co.za

 

 

Broker assistant

 

Looking for a Broker Assistant in Broadacres in Fourways.

The potential candidate  would be required to work without supervision in a busy office environment.

Life Insurance industry  experience a must.

Minimum education requirement would be a Matric.  Should the candidate have RE5 / NQF5 this would be an advantage.

Starting date is only in January 2018, however would like to meet with potential candidates in the mean time.

Please forward suitable candidate CV to cv@opfs.co.za