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.

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.

 

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) – recommendation;
• **Successful completion of Regulatory Examination 5 (RE5) (Level 1) recommendation;
• 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 behavior.

 

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.

 

We are looking for goal driven, top achievers, competitive, ambitious individuals who would like to earn above average salary.  The position is based in Johannesburg for one of the best insurance companies in the country.

If you do not have the desire to own your own property, or drive the latest vehicles or become financially independent, please do not bother to apply.

Only honest, dynamic, ambitious, focused and self-motivated individuals need apply. Please note this not a cold calling sales position, hot leads will be provided.

MINIMUM REQUIREMENTS

• Matric
• RE 5
• Minimum 30 FAIS Credits
• Exceptional Sales Ability
• Ambitious & Goal Driven

EXPERIENCE

At least 3 years’ experience within the sales environment.

• Sales track record
• Good interpersonal skills
• Good communication skills
• Good negotiation skills
• Good listener
• Ability to close
• Positive attitude
• Desire to be successful and financially independent

An excellent above market average basic package and extremely rewarding incentive structure is offered, for your skills and experience, to assist you in achieving your future plans.

Email your updated CV to jobs@uniqfour.com with Sales Agents in the subject.

We are looking for Sales and Client Service Consultants to join our dynamic Financial Services team in the Northern Suburbs. Earning potential between R11k and R25k per month.

Minimum Requirements:

•Matric
•RE Certified
•FAIS Compliant
•Proven sales and/or insurance track record
•Clear Credit and Criminal Records

Send you detailed CV to aneesa@callforce.co.za

Sukha and Associates (“S&A”) is an independent, black-owned and boutique asset consulting firm based in Cape Town. We are close to 6 years old and consult to institutional clients with assets in excess of R32 billion. We are known for our high quality service and advice, uncompromising ethics and integrity, being innovative and always putting our clients interests first. We have a strong track record in adding value to retirement fund clients in areas such as investment strategy, asset allocation and manager research.

Some achievements include being the first black-owned asset consulting firm to sign up to the United Nations Principles of Responsible Investing, adding tangible value to clients in excess of our fees, one of the pioneers and promoters of “dual consulting” and investment in assets with high social and environmental impact.

We are growing our team and looking for a Junior or Senior Asset Consultant. Remuneration will depend on experience particularly with servicing large retirement funds.

Experience in the following areas will be beneficial:

 

·         Supporting the lead consultant with the following:

• Setting and reviewing of Investment policy statements
• Ability to understand and analyse the liabilities of clients and to model them where appropriate
• Portfolio construction and mandate reviews
• Asset allocation
• Derivatives
• Risk management
• Performance reports and presentation
• All other client servicing requirements.

·         Manager research

·         Research in alternative asset classes e.g. private equity, hedge funds

·         ESG and responsible investing

·         FAIS and retirement fund compliance.

 

The following skills will be beneficial:

·         Proactive with attention to detail

·         Fast learner

·         Always striving for greater efficiency

·         Good reporting writing and presentation skills

·         Good excel, PowerPoint and word skills with a preference for VBA

·         Good management and communication skills

·         Ability to think critically and independently.

 

An Actuarial Science / CFA / Investments or Finance background is preferred. If you have entrepreneurial flair, an ability to work independently and in small teams, a passion and good generalist skills in investments, then please get in touch!

We are looking to employ Financial Advisors in the following areas: Newcastle, Dundee, Ladysmith, Piet Retief, Vryheid, Escourt, Volksrust, La Lucia Ridge, Durban, Amanzimtoti, Port Shepstone, Pietermaritzburg, Kokstad, Matatiele , Hammersdale, Richmond, Howick, Empangeni, Richards bay, Ulundi, Mtubatuba, Mtunzini, Melmoth, Eshowe, East London, Mthata, Butterworth, Grahams town, Bisho, Queenstown, Idutywa

We are seeking entrepreneurial, dynamic self-starters to join the fast paced, greatly rewarding industry of financial planning and wealth creation.

Successful candidates will receive extensive training and development that will culminate in an industry specific post graduate qualification. We provide on-going support from our professional team of specialists and a strong mentorship environment that new and experienced candidates thrive in. We also offer a highly competitive remuneration model and technical support.

Candidates applying should consider the fact that this position is a long-term career opportunity to grow into your own practice, hence hard work and learning will be on-going requiring diligence and dedication.

Candidates will need to show evidence of the following:

• Excellent communication, interpersonal and listening skills
• The ability to explain complex information simply and clearly
• The ability to network and establish relationships with clients
• Research and analytical skills
• Negotiation and influencing skills as well as determination and tenacity
• Time management skills
• Customer service skills
• Self-motivation and organisation
• A good level of numeracy and IT skills
• A target-driven mind-set
• Discretion and an understanding of the need for client confidentiality

Minimum requirements

• Grade 12 ( possessing a tertiary qualification would be highly advantageous)
• Computer literate
• No adverse listings (criminal, credit, etc.)
• RE 5 if you have been within the financial services industry for more than 18months
• All industry relevant qualifications if you have had prior industry experience
• Driver’s license with own reliable transport

Package and benefits will be discussed on interview.

To apply forward a Copy of your CV, ID, Qualification Certificates and Driver’s License.

Please specify which area you are applying for.

The ideal candidate’s key performance areas will be:

All aspects of claims handling including:

New claims registration
Assess merits of claim in terms of policy wording
Appointment of contractors/loss adjusters
The ability to critically analyse loss adjustor reports
Authorisation / rejection of claims
Requests for claims payments
Liaison with brokers and service providers

Behavioural dimensions:

Attention to detail
Deadline orientated
Strong admin skills with an ability to prioritise workload
Good interpersonal skills
Assertive

Candidate Requirements:

Education:

Matric (not negotiable)
A minimum of 5 years’ non-motor commercial claims experience in the insurance industry including building insurance experience. (not negotiable)
Short-term Insurance qualifications/ studies or Tertiary studies will be an added advantage
Being FAIS compliant will be an added advantage
Fluency in English and Afrikaans
Computer Literacy (MS Word, Outlook and Excel)

Remuneration:

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

CIA is an award winning underwriting management company specialising in building insurance.

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