We are looking for an ethical and compliant Financial Advisor with at least 5 years experience in the financial industry, in particular employee benefits and medical aid.

Requirements:

Honest and hardworking

Industry requirements and qualifications are a necessity, e.g. NQF5

Computer literate – Microsoft office suite

Good report writing skills and presentation skills

Good negotiation, analytical and problem solving skills

Strong client-relationship skills, including written and oral communication

Self-motivated

 

 

Post Description

Global & Local is looking for experienced investment advisors for their independent international advisory firm, which specialises in local and international investments, Forex and money market products. Tired of being an agent? Try being independent.

We offer
Basic income – not a purely commission-based position
Dedicated administrative and compliance support
Qualified marketing leads
Comprehensive training
A career, not just a job

Necessary Experience & Skills
Industry-related qualification preferable
Experience in the financial industry
Computer literacy in Microsoft Word, Excel, PowerPoint and Outlook

About Global & Local
Independent advisory firm
Established in 1999
Offices in Johannesburg, Lenasia and Cape Town
International and local clients – both individual and corporate

Applicants are required to have a reliable motor vehicle and valid driver’s licence.
To apply, please send your CV to theo@globallocal.co.za. For more information

A well-established financial services provider situated in Sandton is looking for Contact Centre Consultants who are RE 5 certified to join their dynamic team.

They will be trained before they resume with their responsibilities and also receive ongoing mentoring after they start with the company.

We are looking for the experienced, ethical and compliant broker seeking a long term income.

Calreg is a client centric business providing the complete financial planning package; encompassing wealth, risk, short-term and medical aid. Based in Port Elizabeth, we serve a range of clients from the affluent to career beginners, from corporate to personal and industrial.

Minimum requirements are:  a relevant degree, RE certificate and at least three years applicable experience, with an established client base. Positions are available in other centres; subject to certain criteria. To be considered for the position you must meet the minimum requirements and will be expected to send a CV, copy of academic results and covering letter.

The successful candidate must have a strong customer service orientation and value personal relationships. Candidates will have access to a range of electronic tools to assist with solution based activities. Candidates will be responsible for finding leads with active office-based assistants in respect of his / her admin / backup & support with service of his / her new and existing clients provided. You get the business – we make it happen for you.

Initiate your future and email David Counihan at david@calreg.co.za telling him about yourself.

Global Capital Solutions provide local and offshore investment products and services to the astute investor and his/her Independent Financial Advisor.  Focussed on offshore management companies who do not have a local presence, we aim to provide our clients with a range of niche products and easy access to foreign investments.  Our head office is in Greenside Johannesburg, with satellite offices in Johannesburg South and the Western Cape.

We are currently looking for a Business Development Consultant in our Cape Town office.  The successful candidate will have:

• Either 5 years+ industry experience; or
• A relevant financial degree and 1 years’ (min) experience;
• CFP not required, but will improve chances of getting the job;
• A basic knowledge of offshore investment principles;
• A reliable vehicle & driver’s license;
• An energetic personality and polite disposition;
• Strong business communication skills;
• Good presentation skills

The individual must be able to work independently without micro-management and must be driven to grow and evolve with the company.

An existing network in the Cape Town IFA industry will be a great advantage.

Remuneration:  Basic Salary + Commission.

The company offers group benefits (Retirement, Life & Disability, Funeral Cover) as part of your total cost to company.

Send your CV to miralle@globalcap.co.za

ROLE IDENTIFICATION

Job Title: Dealer Desk Sales Agent – (Short Term Personal Lines Insurance)
Department: Dealer Desk Consultant
FAIS Role: Yes
Permanent/Temp/Contract: Permanent

ROLE PURPOSE

In a HIGH-PRESSURE ENVIRONMENT;

1. To develop a panel of supporting Finance and Insurance clients for the purpose of generating leads that we can sell insurance to.
2. To manage the day to day relationships with these F&I’s and to be responsive, courteous and professional in dealing with the Company’s supporting Finance and Insurance / Dealer clients.
3. To sell as many policies and monthly premium as possible each month in a compliant and client centric manner.
4. To share experiences with the team as a way of developing our expertise as a sales organisation.
5. To constantly seek opportunities for the company to expand its customer base.

MAIN ACCOUNTABILITIES

Accountability: Dealer Sales and Direct Sales
Outputs required to achieve this accountability:

• To manage these relationships on a day to day basis in order to ensure reliable lead volumes,
• To effectively sell personal lines insurance policies and any other product the company may add from time to time,
• To execute the sales process with diligence and integrity,
• To communicate with potential customers in a skillful and knowledgeable manner,
• To comply with the HOUSE RULES of the call centre as determined by management from time to time,
• To optimize each lead by selling additional products – as may be permitted by the Dealer / F&I,
• To use appropriate interpersonal styles and communication methods to gain acceptance of our products from potential customers,
• To accurately identify needs by asking effective questions and listening attentively,
• Match benefits accordingly and demonstrate how a product satisfies the needs,
• To understand objections and overcome them with an appropriate response,
• Strive to become an expert in your field through study,
• To continuously improve skills through practicing areas identified for improvement,
• To share ideas and insights with the team in pursuit of continuously improving the effectiveness of the sales team.

TERTIARY QUALIFICATIONS REQUIRED

NQF level: Minimum NQF 4: Grade 12 OR a Tertiary Qualification which will be a significant advantage.
FAIS Qualifications required: Regulatory Examination Certificate 5
Appropriate Credits toward a FAIS qualification.

EXPERIENCE & KNOWLEDGE REQUIRED
Essential:

• Experience in an insurer sales team, specialising in servicing motor trade leads will be a distinct advantage.
• Two years in a Call Centre Sales Agent environment with proven record of sales success.
• Proven background in Personal Lines insurance services and products an advantage.
• Knowledge and comprehension of high-performance based work compliance.
• Ability to review and comprehend large quantities of incoming data where attention to detail is critical.
• Microsoft Office

COMPETENCIES REQUIRED

• Customer orientation
• Adhering to company values
• Planning and Organising
• Coping with pressure and setbacks
• Teamwork
• Deciding and initiating action
• Following instructions and procedures
• Applying expertise and knowledge
• Delivering results and meeting customer expectations
• Able to function independently and adapt readily to multiple assignments and deadlines
• Working effectively with a diversity of people
• Works well within a structured environment

ROLE REQUIREMENTS

Language	Understood	Business	Spoken	Written
English	Yes	Yes	Yes	Yes
Afrikaans	Yes	Yes	Yes	No
Sotho	Yes	Yes	No	No
isiZulu	Yes	Yes	No	No
Own Transport	Yes
Office Hours:	08H00 to 17H00 – Or – 09H00 to 18H00 Monday to Friday 08H00 – 13H00 Saturday

 

About us:

Greysher (Sanlam franchise) founded mid 2015 is a small BBBEE owned business with the Principle owner having 21 years’ experience and also a farming, food industry, teaching and training background, who understands the needs of a very dynamic and ever changing society. Our approach has been simply to match the best solution that clients need to accomplish their goals.

 

We are offering:

Internal training and support structures, complimenting CPD

Commission based income only and tiered bonus model structure

Targets linked to opportunities for shareholding

 

What are we looking for:

To supplement our group with talented bright advisors that will be selected, to help us deliver client centric solutions through the various product and service composition that we have available.

– Experienced Advisors

– Inexperienced Advisors – Graduates

– Experienced Medical aid specialist

– Experienced STI specialist (Short Term Insurance) or graduates inexperienced.

Youth empowerment is also important to our business development where graduates with sales experience can flourish.

 

Requirements:

Experienced (age 25  and above – younger candidates can be considered on motivation)

Longer than 2 years in the industry (Finance industry) as a

Financial advisor/medical aid advisor/STI advisor

Sales/marketing experience longer than 4years.

Interpersonal and communication skills

Administrative and technical skills (Computer Literacy)

Industry Qualification relevant

Continuous Professional Development interest

 

No experience (Financial industry)

(age 25  and above – younger candidates can be considered on motivation)

3yr Degree or more

Sales/marketing experience longer than 3years

Interpersonal and communication skills

Administrative and technical skills. (Computer literacy)

Continuous Professional Development interest

 

All applicants to contact:

Fairley 082 222 9754  or Dudu 010 224 0100 (shereen@greysher.co.za)

(Please send your cv and certified copies of the following: Drivers licence, ID copy, relevant qualifications)

A financial services group situated in Paarl for over 25 years, has a position available for a short-term insurance administrator.

Requirements:

• Grade 12
• FAIS credits (60 credits on NQF level 4) and/or RE5 will be an advantage
• +-3 years short-term insurance background
• Computer literacy (MSWord, Excel, Internet, E-mail)
• Excellent communication skills in Afrikaans
• Knowledge of Santam Systems
• Good administration skills
•  Attention to detail
• Must be able to work accurately and under pressure
• Good organisational skills with the ability to prioritise
•  Strong personality with initiative and drive
• Presentable

Duties:

• Policy amendments on the Santam system – both domestic and commercial
• Issuing of new policies directly on the Santam system – both domestic and commercial
• Santam quotations on the Santam system – both domestic and commercial
• Getting quotes from different insurance companies – both domestic and commercial.
• General / commercial enquiries
• Basic underwriting and following the underwriting guidelines of the insurance company when doing amendments
• Client-Services
• General administration

Salary negotiable depending on the level of the individual’s qualifications and experience.

To apply, please send a brief cover letter and CV to paarl.versekering@gmail.com