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We are looking for Financial Advisors to provide private wealth management and financial planning services to individual and corporate clients.

As an Independent Financial Advisor your role will be to work closely with clients in their medium to long term personal financial planning.

Responsibilities:

• Client Service;
• Financial Planning;
• Investment Management;
• New Business Developing and Marketing.

Requirements:

• Demonstrate a track record of success in sales preferably in an insurance brokerage, assurance or insurance company;
• Excellent English verbal and written communication skills;
• Organisational and multitasking abilities;
• Reliability and strong work ethics;
• A degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration) and/or 5 years of related experience; or an equivalent combination of education and experience;
• At least one NQF Wealth Management, CFP, CPA, CFA or CIMA certification;
• Extensive knowledge of certifications not earned.

Value Proposition:

• Upmarket and private office environment;
• Flexibility to accommodate work outside normal business hours;
• Desktop computer with a Windows-based environment. Software includes Microsoft Office Suite (Word, Excel, PowerPoint); Outlook, Adobe Standard, Internet Explorer, CRM;
• Competitive commission split;
• Performance Bonus.

This is a client facing, sales and targets driven profession. Please only apply if you have the required insurance sales experience.

Please contact Renai on 084 207 4418 and/or send your up to date CV to renai@rockfin.co.za

Senior Client Liaison Officer

Vunani Fund Managers (VFM) is a South African fund management company that provides clients with a range of institutional investment products. We are striving to build a top ranked fund management business focussing on investment performance and client services. VFM is looking for a suitably qualified EE candidate to fill the role of Senior Client Liaison Officer.

Purpose of the Role

The Senior Client Liaison Officer works closely with the Fund Managers and is generally the 1st point of contact for clients’ administrators and consultants regarding, audit requirements, reporting and administration. The purpose of the role, is to be the link between the client (including their administrators, consultants and auditors), front office (fund managers and dealing desk) and the back office (administrators and custodians). The role can be divided into 4 sections, namely: relationship building; reporting; query management and operational efficiency.

Required technical skills and knowledge

Qualifications:

Minimum – Diploma in Accounting

BCom or other relevant qualification

Experience:

5+ years in a client administration environment (back office);

Basic knowledge of equities, bonds, collective investments and money market instruments

Statutory Compliance:

General understanding of FAIS, FICA, CISCA, Regulation 28 (Pension Fund Act) requirements.

Key Accountabilities

• Building relationships with clients in conjunction with the Fund Manager and  Business Development team
• Administration and reporting
• Liaising with each designated client, front office and back office, attending to and resolving queries and requests on both segregated and unit trust funds.
•  Assisting with training of junior staff
• Maintaining existing processes and procedures as well as documenting new ones as the need arises

Core Competencies

• Excellent communication skills, both written and verbal, in English
• Accuracy (numeric)
• Attention to detail
• Analytical and problem solving skills
• Self-motivated
• Time management skills
• Team player

Remuneration:

Competitive remuneration structure which takes into consideration the candidate’s experience and level of responsibility. Further details of the package will be provided upon interview.

Short term junior underwriter position available at a short term insurance brokerage.

The candidate will be responsible for all relevant tasks related to client services in a short term insurance practice.

Minimum requirements:
• NQF 4 (150 Credits) in short term insurance is essential minimum.
• Bilingual in English and Afrikaans.
• RE 5 essential and Computer Literate – proficient in Microsoft products and Outlook.

Responsibilities:
• Issue new policies.
• Renewals.
• Endorsements.
• New business quotations.
• Negotiate renewal terms and prepare documentation.
• Checking policies prior to sending to clients.
• Telephonic client liaison and queries.

To apply, send your CV to info@jfagroup.co.za

Salary commensurate with experience.

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

Garrun Johannesburg branch based in Houghton has a vacancy for an experienced Short-Term Insurance Accounts Executive/Broker.

Experience and Minimum Requirements:

• Gr12 (Matric).
• FAIS Compliant.
• 5 years AE experience – Commercial Lines.
• Own Transport.
• Worked in Broker environment – minimum 2 years.

Skills and Competencies:

• Team player.
• Self-driven and able to work independently, within the Company policy and standards framework.
• Good communication and interpersonal skills.
• Policy, Product and System Knowledge.
• Ability to multitask.
• Self-Driven in terms of planning, organising and follow up.

Key Performance Areas:

• Client Base – maintain & grow a profitable client base – renewals/new business, FAIS Compliance documentation.
• Administration – credit control – annual premiums & debit orders; reporting.
  Underwriting – provide effective instructions and paper work to underwriting support staff.
• Claims – turnaround times, communication with claims support staff etc.

Optivest Health Solutions, a leading national medical scheme consultancy, is seeking for a Sales Consultant, based in our Durbanville offices.

The ideal candidate is RE 5 qualified, has medical scheme experience and is comfortable to interact by phone, collect information, and conduct follow-ups in order to sell our product offering and services to potential clients.

MAIN RESPONSIBILITIES

• Handle and convert qualified sales leads for clients searching for new medical scheme options, gap cover and other health cover related products.
• Contact potential clients by telephone and deliver prepared sales scripts to guide potential clients in purchasing one of our available products.
• Explain product offering to potential clients.
• Adjust scripted sales pitch to meet needs of specific individuals.
• Identify and overcome objections.
• Take the potential client through the sales process.
• Provide pricing details.
• Schedule appointments to interact with prospective client.
• Respond to sales inquiries and concerns by phone or electronically received from potential clients who are responding to marketing material provided.
• Contact potential clients to follow up on initial interaction with various different campaigns.
• Prepare and present sales contracts.
• Complete records of telephonic interactions, updating of client details including reaction to the product offering.

KEY COMPETENCIES

• Communication skills
• Information gathering and management
• Persuasiveness
• Adaptability
• Initiative
• Resilient
• Negotiation skills
• Stress tolerance
• High energy levels
• Self-motivated
• Service orientated

EXPERIENCE AND QUALIFICATIONS

• RE 5 Qualification
• Minimum three years sales experience in health cover/medical scheme environment
• Call centre sales experience.

To apply, send your CV to amelia@optivest.co.za

Regulatory compliance oversight of the life assurance operations of the insurer, which includes Assistance, Disability, Health & Life classes.  The insurar has applied to add Fund business.  There is a strong emphasis on Income Protection business.

A minimum of 3 years experience in the life insurance industry is required. Accreditation as a FAIS Compliance Officer will be a strong advantage.

We are currently looking for Financial Planners to join our business.

Requirements:

Matric

RE qualification

Driver’s Licence

Own Transport

Financial Planning Qualification

The Insurance Center, a Westville based short term insurance broker, requires a commercial and personal lines short term insurance underwriter / administrator.  Please send your CV to terry@insurancecenter.co.za

We require a qualified and experienced Commercial Short-term Insurance Representative/Senior Marketer to maintain and grow existing book.

• Qualifications – Matric, minimum qualification as prescribed by FAIS & RE5 certificate
• Experience – minimum 5 years in Commercial Insurance
• Salary – negotiable

Send CV to:-  cv@iamsure.co.za