Growing short-term insurance brokerage at Century City, Cape Town, is looking for a team player to assist us with the following:
Processing of amendments and renewals
Obtaining of quotes
Assisting with general client enquiries
Assisting claims manager if required
The ideal candidate must be professional, dynamic, friendly and a team player. Previous experience in domestic short-term insurance is necessary. Additional commercial experience is of advantage. RE exams are not a requirement but welcome.
Please send CV to info@swissfin.co.za
JBM Brokers with offices in Sinoville, Pretoria is looking for a “Short term Administrative person.
Candidate must have a RE qualification
Knowledge of underwriting
3 – 7 years’ experience in personal and commercial lines.
Send your CV to: carin@jbmbrokers.co.za
A small but dynamic well-established Investment Management firm is seeking for an administrator.
This person will be organising and operating the administration functions, such as:
· Execution of Investment instructions
· Collating client and investment reports
· Communicating with clients
· Liaising with financial institutions
· All other back office functions
The ideal candidate should be:
· Commercially minded
· Have some experience in this field
· English speaking (first language)
· Presentable
· Have excellent communication skills
· Well groomed
· Career orientated
· Have a positive attitude towards her work
· extremely proficient in Microsoft Office
· a University degree will be considered an advantage
Expected salary R15k to R18k depending on experience. Apply now.
Broker Consultants required in all provinces. (To work from home base)
Main Tasks & Responsibilities:
- Source, develop and maintain Broker relationships
- Train Brokers on the Company’s products
- Secure new business from Brokers in line with Company’s minimum targets
- Follow up and close new Broker leads provided by the Company
Education and Experience:
- Minimum 2 years in short term Insurance and 1 year as a Broker Consultant
- Matric
- Completion of RE exams
- Fully FAIS compliant (120 credits)
- Computer literate
- Proficient in English and Afrikaans
Key Competencies:
- Good planning and strategizing
- Resilience and tenacity
- Good negotiation and people skills
- Target driven
- Able to work independently and submit weekly progress reports
Candidates with existing Broker relationships will have a definite advantage. Own reliable transport, cellphone and internet connectivity essential. Performance related remuneration to be negotiated. Please send a brief CV together with a contact phone number and last salary earned to: rob@vapsinsurance.co.za
Applications close on 7 April 2016. If you haven’t heard from us within 7 days of sending your CV, please consider your application as unsuccessful.
Infinite Wealth together with Old Mutual are looking for passionate and target-driven Financial Advisors/Planners – email us, enquiries@infinitewealth.co.za
What can the successful Advisor/Planner expect?
• With Infinite Wealth your rewards are ample – both in terms of earnings – structured commission only including career satisfaction.
• Infinite Wealth will provide training with continuous products updates
• Infinite Wealth together with Old Mutual will provide innovative solutions to your clients
• Infinite Wealth will provide all administration functions including providing leads and scheduling appointments
• Infinite Wealth will provide you with business cards and office space
• Field specialists working for Old Mutual are there to support you with Legal & Compliance; Investment & Risk; Wills & Trusts; Medical, Corporate etc…
• At Infinite Wealth working hours are structured around your time
• You are the master of your own career path
• Infinite Wealth will recognise, reward and celebrate excellence
What will the Advisor/Planner do?
• Conducts detailed financial needs analysis and provides professional advice
• Create and protects the financial security and wealth of others
• Prospect for new business in the retail affluent markets
• Assists people to achieve their financial dreams and maintain client portfolios
• Ensure targets are met and exceeded, Create and cultivate relationships with others
Infinite Wealth seeks candidates who are:
• Dynamic, Excellent communicators, with the ability to engage face to face with clients
• Driven with entrepreneurial skills and self motivated
• Interested in insurance and investments
• Sales and customer service orientated
• A track record of success
Minimum requirements:
• Tertiary qualification- 120 credits in Financial sector
• RE1 – RE5 will be beneficial
• 1 – 2 years experience as an Advisor with proof of earnings
• Reliable vehicle with Valid driver’s license
• Clear credit rating – No criminal record
• Own Laptop and cell phone
Interested? email us – enquiries@infinitewealth.co.za
Description
IFAnet Independent Broker Consultant
Responsibilities
- Creating sales and marketing campaigns for a portfolio of existing Brokers and prospective new Brokers.
- Supporting Brokers with change management on industry trends.
- Supporting Brokers with complying with legislative competence requirements.
- Ensure that the pre-determined monthly sales targets are met.
- Up-selling and cross –selling products to existing Brokers.
- Relationship and post sales management on Broker accounts.
- Conducting competitor and market analysis for Broker portfolio.
Position Requirements
- Grade 12 or equivalent.
- RFP2 equivalent, or 3 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.
- Excellent soft skills a necessity.
Salary
A very competitive commission based structure.
If you do not meet the requirements please do not apply. Interested candidates should forward detailed Curriculum Vitae to NatalieS@ifanet.co.za. Please note that candidates who are not contacted within 7 days after the closing date must deem their applications as unsuccessful. Transport costs for interviews will not be paid.
Closing Date: Thursday, 31st March 2016
Description
National Sales Manager based in Johannesburg.
Responsibilities
- Analyse statistical data, ensuring all Brokerages sales targets are met as per the Product Provider’s expectations.
- Secure, manage and attain new Business with Brokers and Brokerages.
- Market specific Insurance products by implementing national sales strategies.
- Implementing, coordinating and facilitating Product Provider Training and accreditation.
Position Requirements
- Grade 12 or equivalent.
- Any relevant qualification.
- Valid driver’s license & own vehicle.
- Travelling nationally will be a requirement.
- Minimum of 5 years’ intermediated sales management experience in the insurance industry.
- Experience as a SBD Regional Manager will be an advantage.
- Solid track record will be requested and confirmed.
- Excellent communication skills.
- Teamwork and collaboration.
- Adaptability.
- Problem Solving.
- Critical observation.
- Conflict resolution.
- Successful track record in the “Broker Services” sector of the Life Insurance Industry.
- Enjoy a risk and reward environment.
Salary
Market related with a very attractive sales incentive package.
If you do not meet the requirements please do not apply. Interested candidates should forward detailed Curriculum Vitae to NatalieS@ifanet.co.za.
Closing Date: Wednesday, 30th March 2016
PPS Parktown is expanding rapidly, we are constantly on the lookout for ambitious and driven individuals searching for a life changing employment opportunity. The role is to be a Life Advisor within the company at our Head Office in Parktown. The main skill required in order to succeed as a Life Advisor is a professional sales mind-set and willingness to solve people’s needs.
Additionally, you need to be extremely confident, well-presented and comfortable speaking to 4 year graduate Professionals both face-to-face and on the phone.
Our benefits are completely unmatched in the market because the product is self funded via a profit share model within 7 years of paying premiums. In general clients retire with three times the total amount they invested in PPS because they automatically qualify as shareholders in the firm.
We offer an excellent training program and each candidate will be required to pass a number of exams – as a result, financial background is not mandatory however the drive to pursue a career in the financial industry is a must. A minimum qualification of Matric is required. Own transport and a valid driver’s license is a prerequisite.
As a Life Advisor, the remuneration works on a commission basis. Commission is paid bi-weekly when new business issues on the system. I do realize that this may seem a bit frightening however as a new Life Advisor you can expect to earn at least R255 000 in the first year and R350 000+ in the second/third year (Those are realistic figures based on the earnings of our current Life Advisors).
Furthermore you run your own business within the company and therefore may deduct all business related travel costs, home office costs and telecommunication costs from your income in order to save on taxation.
On top of the well above average earnings, the company offers absolutely out of this world incentives (e.g. Seven days [full board, fully paid] Island beach holiday; an Award Ceremony at a prestigious venue in South Africa; and Continual quarterly incentives in the form of exciting coupons).
Learn more about PPS in South Africa on pps.co.za
We require a short term insurance admin underwriter with RE qualification, knowledge of underwriting and 5 years experience in personal and commercial lines.
The ideal candidate should be an assertive, deadline orientated individual with strong administration and good interpersonal skills.
Requirements:
- Matric
- Minimum 5 years commercial experience in the Short-term Insurance Industry
- Computer literacy (MS Word, Outlook and Excel)
- FAIS qualified with RE completed
Responsibilities and duties will include but are not limited to:
- Quotations
- Issuing of new business
- Processing policy endorsements
- Monthly renewals
