Independent Broker Consultants and Desk Broker Consultants

Responsibilities

  • Service the maximum number of IFAnet Product Provider contracts per calling point.
  • Submit the maximum number of new business applications per serviced contract.
  • Manage the relationship with the IFA and his staff on an on-going basis; by ensuring the sales process, administration efficiency and interaction with Product Providers are well structured.

Position Requirements

  • Grade 12 or equivalent.
  • RFP2 equivalent, or 4 year’s appropriate and relevant successful experience.
  • Own Transport and valid driver’s license.
  • Successful track record in the “Broker Services” sector of the Life Insurance Industry.
  • Excellent communication skills.
  • Methodical and able to prioritise responsibilities.
  • This position requires traveling.
  • Enjoy a risk and reward environment.

Salary

Attractive commission structure

If you do not meet the requirements please do not apply. Interested candidates should forward detailed Curriculum Vitae to Nataliem@ifanet.co.za and indicate the region they are applying for. Please note that candidates who are not contacted within 7 days after the closing date must deem their applications as unsuccessful.

 

Short-term Insurance Sales Consultant

We are looking for a sales specialist to generate new business by developing and qualifying new sales through inbound requests, leads and referrals.

The candidate must ideally have RE 5 completed, at least three years’ sales and/or short-term insurance experience and a relevant FAIS qualification.

Skillset required by the candidate includes being self-motivated, adapt to change, work under pressure, be professional, have good communication skills, people skills, competitive.

Salary negotiable.  To start as soon as possible.

Send CV of no more than 4 pages to info@bestsure.co.za

Supervisee Compliance Officer

Location:                             Johannesburg, Gauteng

Contract Type:                    Internship / Fixed Term contract for 3 years

Appointment Date:             May 2017 or as soon as available

Remuneration:                    Negotiable depending on experience and qualifications

Reference:                           SuperviseeJHBMay2017

Role Description

The successful applicant will be registered as a compliance officer under supervision with the Financial Services Board and be provided the opportunity to complete the statutory period under the supervision of a duly qualified and experienced compliance officer designated by Moonstone Compliance.

The role will provide a practical internship, during which the applicant will receive on the job training and mentorship in the provision of outsourced compliance and risk management services to clients in the financial services industry. The applicant will be required to assist the supervising compliance officer in executing their statutory duties. Duties will include risk identification and management, strategic and operational commentary, monitoring, research and administrative support functions to mitigate the risk of non-compliance with legislation and regulations.

Job Specification

  • Identifying legislative risks and improving compliance awareness through strategic risk identification, stakeholder engagement and creating mitigation and monitoring strategies to effectively scope and manage the broader regulatory risk environment
  • Assist with developing, implementing and maintaining risk and compliance documents, policies and procedures
  • Assist with the establishment and maintenance of procedures on the identification, reporting and resolution of compliance and regulatory issues.
  • Assist in monitoring compliance with applicable legislation, industry developments and internal procedures
  • Collate and prepare reports and supporting data as required
  • General client correspondence, notifications, legislative references and queries
  • Liaise with clients and industry role players
  • Research as directed by the appointed Supervisor
  • Timeous achievement of supervision milestones as per supervision plan provided in order to facilitate self-directed growth

Skills and Attributes

Ability to read legislation, familiarity with legal terminology, work independently, function under pressure, professional presentation and approach, detail orientated, high ethical standards, a desire to learn and the ability to work to strict deadlines

Minimum Requirements

  • Only applicants with a Law / Commerce / Investment degree will be considered
  • Minimum of 1 – 2 years’ working experience in a legal, compliance or financial environment
  • Computer literacy: Microsoft Office (Word, Excel & Outlook)
  • Fully bi-lingual in English and Afrikaans
  • Must have a positive outlook, be presentable and self-motivated
  • Valid driver’s license and own transportation is essential
  • Advantageous: Any background in the financial services industry and legislation (FAIS, FICA, LTIA, STIA, FMA, etc.)

Please email applications to gvanheerden@moonstonecompliance.co.za and include salary expectations and notice period. Kindly quote the reference listed above. Closing date for applications: 7th of April 2017

Only suitable applicants will be contacted. Should you have not received a response by 12th of April 2017, please consider your application unsuccessful.

Senior Healthcare Consultant

Business Description:

Completemed is licensed with the Financial Services Board as a financial services provider, and fully accredited by the Council for Medical Schemes in terms of the Medical Schemes Act.

Completemed is wholly owned by Sanlam Life Insurance Limited.

Completemed focuses on providing healthcare solutions to individuals, the employees of corporate businesses and to small and medium sized enterprises (SMEs).

Established in 2001, Completemed strives to be the provider of choice in Healthcare. At Completemed, members are assisted with on-going advice and services in order to enable the development of a holistic healthcare solution, and all clients are provided with quality support and assistance with the various medical schemes.

Completemed offers an open architecture solutions to employees and have therefore concluded contracts with all the major medical schemes, as well as various medical insurance providers and Gap Cover providers.

Job Purpose:

The Healthcare Consultant is responsible for ensuring that all our clients are assisted with appropriate advice in order to enable the development of a holistic healthcare solution that best suits their various needs, and which is based on a comprehensive client needs analysis.

Output/Core Tasks:

·         Health and gap cover sales in a call centre environment.

·         Contact clients referred to Completemed Healthcare Consultants in order to identify           needs and offer suitable health and gap cover solutions.

·         Provide quotations and recommend suitable offering to the client.

·         Sell healthcare options to potential clients and discuss quotations after needs              analysis is completed and compliance process was followed.

·         Assist clients with the application process and queries telephonically and/or via e-    mail to conclude the sale.

·         Provide professional client interaction throughout sales process.

·         Sales process strictly followed.

·         Frequent follow up with potential clients.

·         Supervision responsibilities.

Role Requirements:

Qualifications:

·         Marketing Degree or Diploma (NQF level 5)

·         Regulatory Examination RE5 is a requirement

·         Full Accreditation with the Council for Medical Schemes is a non-    negotiable (no longer under supervision)

 Experience:

·          2 years’ sales experience within the healthcare environment

Knowledge:

·         Knowledge of selling methodologies

·         Knowledge of marketing campaign management

·         Knowledge in managing and co-ordinating of sales initiatives

 Competencies:

·         Strong sales profile

·         Excellent communication skills

·         Entrepreneurial/business orientation

·         Problem solving

·         Information gathering

·         Managing work

·         Concern for accuracy

·         Building customer loyalty

·         Team success

·         Results driven

·         Adaptability

·         Self-confidence and energy

·         Computer skills (MS Word & MS Excel)

 

Completemed – Senior Healthcare Consultant

Completemed is licensed with the Financial Services Board as a financial services provider, and fully accredited by the Council for Medical Schemes in terms of the Medical Schemes Act.

Completemed is wholly owned by Sanlam Life Insurance Limited.

Completemed focuses on providing healthcare solutions to individuals, the employees of corporate businesses and to small and medium sized enterprises (SMEs).

Established in 2001, Completemed strives to be the provider of choice in Healthcare. At Completemed, members are assisted with on-going advice and services in order to enable the development of a holistic healthcare solution, and all clients are provided with quality support and assistance with the various medical schemes.

Completemed offers an open architecture solutions to employees and have therefore concluded contracts with all the major medical schemes, as well as various medical insurance providers and Gap Cover providers.

The Healthcare Consultant is responsible for ensuring that all our clients are assisted with appropriate advice in order to enable the development of a holistic healthcare solution that best suits their various needs, and which is based on a comprehensive client needs analysis.

Output/Core Tasks:

Health and gap cover sales in a call centre environment.
Contact clients referred to Completemed Healthcare Consultants in order to identify needs and offer suitable health and gap cover solutions.
Provide quotations and recommend suitable offering to the client.
Sell healthcare options to potential clients and discuss quotations after needs analysis is completed and compliance process was followed.
Assist clients with the application process and queries telephonically and/or via e-mail to conclude the sale.
Provide professional client interaction throughout sales process.
Sales process strictly followed.
Frequent follow up with potential clients.
Supervision responsibilities.

Role Requirements:

Qualifications:

Marketing Degree or Diploma (NQF level 5)
Regulatory Examination RE5 is a requirement
Full Accreditation with the Council for Medical Schemes is a non-negotiable (no longer under supervision)

Experience:

2 years’ sales experience within the healthcare environment

Knowledge:

Knowledge of selling methodologies
Knowledge of marketing campaign management
Knowledge in managing and co-ordinating of sales initiatives

Competencies:

Strong sales profile
Excellent communication skills
Entrepreneurial/business orientation
Problem solving
Information gathering
Managing work
Concern for accuracy
Building customer loyalty
Team success
Results driven
Adaptability
Self-confidence and energy
Computer skills (MS Word & MS Excel)

Apply directly on our career site, by clicking on the link supplied.

 

 

Short term Underwriter

We are a small to medium brokerage, looking for a capable person with experience in short term insurance (personal & commercial) to handle the Underwriting Department

Minimum 5 years’ experience and full credits with RE5 a requirement

Position is on the East Rand

Please send CV to:  cvmarch2017@gmail.com

Telesales Insurance Agents Outbound with RE5 qualification

We are looking for RE5 qualified, competitive Insurance Sales Agents to help us expand our business by actively seeking and acquiring new clients. You will identify their needs, demands and negotiate plans that match the needs of your prospective customer’s portfolio.

If you love being in a vibrant exciting sales environment, and want to be part of an awesome corporate company that is centrally located in the heart of Durban, continue reading.

We offer:

  • A permanent position where you can make target working Monday to Friday from 08H00 to 17H00, NO WEEKENDS!!
  • Awesome benefits such as retirement fund, medical aid, staff discounts, time off incentives and much more?
  • Office Bound
  • Training and development opportunities

Your key responsibilities will be: 

  • Selling insurance in an outbound telesales call center
  • Consistently meet and exceed sales targets
  • Adhere to high levels of quality standards
  • Update customer records as and when required
  • Provide management with regular reporting and feedback

Requirements:

  • RE5 Representative Qualification a minimum requirement and not negotiable.
  • Experience in an Outbound Call Centre environment selling Insurance products would be advantageous
  • Good communicator with proficiency in at least two languages

Should you be interested in joining our dynamic team, then please apply by clicking on the “Apply Now” button below:

MR PRICE GROUP is an Equal Opportunity Employer and is committed to Employment Equity

mrpmoney is focused on supporting the Groups profitable growth in retail market share through the development of the right relationships with customers. The primary financial products are positioned to reward and retain our most valuable customers by being competitive, simple and easy to understand.Passion, value and partnership – believe in these simple core values and we believe you’re a perfect match for the Mr Price Group.

Mr Price Group is a high growth, Omni-channel, fashion-value retailer. 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.

 

Manager and Key Individual – Short Term Division

Profin is looking to employ an experienced Key Individual to service an existing Short Term Personal and Commercial Lines book and to manage & mentor a team of representatives and support staff. Must be an ambitious, goal oriented leader who can work well under pressure and pay special attention to detail with a good understanding of the principles of TCF. This is an exciting opportunity to manage an existing portfolio, build up a client base and to manage and grow the brokerages Short Term insurance division.

REQUIREMENTS FOR THIS POSITION

  • Be based in Port Elizabeth
  • Bilingualism – Afrikaans and English – read, write and effective business communication skills
  • Ideally have 10 or more years of relevant experience
  • Have a relevant and FAIS compliant qualification
  • Have completed RE 1 and RE 5 regulatory exams
  • Meet all the requirements to be registered as a KI
  • Valid driver’s license and own transport
  • Computer literacy – Microsoft e.g. Excel, Outlook, Word
  • Attributes: Target driven, Honesty & Integrity, Ethical behaviour, Emotional maturity, Sound interpersonal. leadership and marketing skills

WE OFFER:

Competitive remuneration – Trail commission and fees on existing book of business Plus competitive commissions on new business (and on any book transfer)
Referral structures
Group Funeral cover and income streams on death and disability
Succession plan and income stream post retirement

If no reply received within 14 days after cut-off date, kindly consider your application unsuccessful.

MEDICAL SCHEME BROKERS / REPRESENTATIVES

Manage All (Pty) Ltd is a well-established Medical Scheme Brokerage situated in Pretoria. We would like to expand the business and have vacancies available for Brokers / Representatives in all nine provinces.

REQUIREMENTS FOR THIS POSITION:

  • Bilingualism – Afrikaans and English – read, write and effective business communication skills;
  • National Grade 12 certificate (Matric);
  • A FSB recognised qualification as required by the Financial Advisory and Intermediary Services Act (FAIS) (minimum 120 credits)**
  • Successful completion of Regulatory Examination 5 (RE5) (Level 1)**
  • Valid driver’s license;
  • Own transport, cell phone, laptop/computer and internet access;
  • Computer literacy – Microsoft e.g. Excel;
  • Sound interpersonal relationship and marketing skills.

(**Applicants without the necessary **requirements, will be assisted to obtain the necessary requirements whilst authorised as a Representative of Manage All (Pty) Ltd)

EXPERIENCE REQUIRED:

  • Experience in the rendering of financial services in Medical Schemes products and related top-up products e.g. Gap Cover – recommendation;
  • Knowledge of FSB and CMS compliance requirements – recommendation.

ABILITY TO:

  • Comply with treating clients fairly principles;
  • Perform tasks in a structured and analytical manner;
  • Work independently but also as part of a team;
  • Submit complete and compliant new business applications;
  • Maintain a client base.

ATTRIBUTES OF:

  • Emotional maturity;
  • Achievement and target driven;
  • Integrity and ethical behaviour.

WE OFFER:

  • Compulsory training and annual refresher courses;
  • Three commission income streams – Medical scheme, Top-up products as well as Professional fee;
  • Competitive commission – first year commission payable monthly as an up-front/once-off commission and from 2nd year as monthly recurring commission;
  • Funeral cover scheme.

CONTACT US AT:

pa@manageall.net or 086 110 1368

Manage All (Pty) Ltd reserves the right to not make an appointment.