Short Term Insurance Brokerage in Bedfordview,require the services of an Internal Portfolio Manager. Duties include the servicing of an existing book of business and  writing new business and is an office based position.

A full Short Term Qualification and completed RE5 Examination will be an advantage.

Salary commensurate with experience.

CV’s to be sent to theresan@insurancezone.co.za

Only successful candidates will be contacted.

Manage All (Pty) Ltd is a National Medical Scheme Brokerage with the Head Office 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 Business communication;
• National Grade 12 certificate (Matric);
•  **An appropriate qualification on NQF level 5 as required by the Financial Advisory and Intermediary Services Act (FAIS) (120 credits) – recommendation;
• **Successful completion of Regulatory Examination 5 (RE5) (Level 1) – recommendation;
• Valid driving license;
• Own transport, cell phone 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 employed as a Representative)

EXPERIENCE REQUIRED:

• Marketing and sales experience of Medical Schemes and related top-up products e.g. Gap Cover;
• Conducting a needs analysis on medical scheme requirements and drafting quotations for clients with an in-house programme;
• Knowledge of FSB and CMS compliance requirements;

ABILITY TO:

• Work under pressure;
• Perform tasks in a structured and analytical manner;
• Work independently but also as part of a team;
• Draft reports and submit complete new business applications
• Maintain a client base;

ATTRIBUTES OF:

• Emotional Maturity;
• Achievement and target driven;
• Integrity and ethical behaviour;

WE OFFER:

• Pleasant work circumstances;
• Compulsory training and annual refresher courses;
• Three commission income streams;
• Competitive remuneration package – first year commission of all first year commission payable as an up-front commission and from 2nd year as monthly recurring income;
• 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.

Closing date:  26 February 2016

Admin Assistent benodig vir Lewensversekering & Mediese Fonds Makelaar in Boksburg. Kandidaat moet:

1.              Tweetalig wees met Afrikaans as hooftaal.

2.              Nie-Roker.

3.              Matriek met vakke:  Wiskunde/RTT/ Rekeningkunde/Ekonomie/Besigheidsstudies.

4.              Beskik oor Rekenaarondervinding (Excel & Word).

5.              Beskik oor ondervinding in Lewensversekering & Mediese Fondse.

6.              Akkuraatheid sowel as die vermoe om goed onder druk te funksioneer.

Salaris R12 000 tot R15 000 onderhandelbaar.  Stuur asb jou CV aan Willie Wessels by williewes@mweb.co.za

A brokerage is looking for a Telesales Consultant with 2 years experience to make appointments.

Knowledge of the Short term and Long term sector would be beneficial.

Salary – basic plus commission.

Please email CV to natasha@innov8fs.co.za.

Looking for someone to start in January 2016.

B.COMM Graduate required to work with Financial Planners in the Financial Planning process.

Key areas will be:

• Needs Analysis,
• Technical analysis
• Financial Plan preparation
• and implementation including client reviews to increase share of wallet.

 

If you are a successful advisor or broker and looking for a career opportunity with Constans – we offer the following:

• Retain your independence, work from your home or own office
• Team-up with fellow colleagues and keep growing your business whilst securing your succession planning
• FSB license
• Compliance through Moonstone, one of the largest providers of compliance services
• Extensive contracts with all Major Financial Service Providers.
• Succession Planning
• Astute
• Atwork – Financial Needs Analysis programme
• Commission Administration
• Branding
• PI Cover
• Free E-Mail
• Management support

Contact Dup Venter – dup@constans.co.za for more information

QUALIFICATIONS:

Tertiary IT qualifications (minimum 3 years)

VBA, SQL & Linux, Microsoft .Net C# and SQL Server, ASP.Net

KEY RESPONSIBILITY:

Design, code, test, debug and document software according to the functional requirements

Develop, maintain and support programs/tools for internal and external clients

Provide ad hoc reporting and analysis as required

SKILLS REQUIRED:

• Logical approach
• Organised
• Attention to detail
• Assertive
• Time management skills
• Proactive – uses initiative
• Must be able to work independently and under pressure
• Strong work ethic

EXPERIENCE:

• Senior Developer for a minimum of 3 years
• Proven development experience
• Clear examples of work undertaken should be provided on application

OPTIONAL EXPERIENCE:

• Understanding Life Assurance:-
• Products & terminology;
• Calculation of commissions; and
• Product setup

 

The appointment will be made from the designated group in line with the Employment Equity Plan of OMSA and the specific business unit.

The position is that of a Sales Manager in Broker Distribution situated in Polokwane.

The incumbent will assist the Area Manager in:

• Generating new business sales.
• Formulating and implementing a branch distribution strategy.
• Effectively Managing Change.
• Managing Human Resource Capital.
• Co-managing the branch by practicing sound business principles in accordance with OMSA/BD’s business governances.
• Sourcing market intelligence and incorporate information into branch strategy.

The incumbent will also be required to travel to each of the outlying branches and to travel with business consultants to meet with our broker partners when required.

A successful Sales Manager exudes confidence, a positive attitude and the desire to continuously further their understanding of the business by being proactive and providing suggestions for maximizing the branch’s capabilities.

The Sales Manager will also be expected to fulfill a developmental/mentorship role for the team of consultants.

Innovation, implementation, communication and tactical thinking form part of a critical set of skills which the incumbent must be able to demonstrate.

Key result areas and work descriptors:

Generic Key Result Areas:

• Marketing
• Relationship Building
• Sales/ Productivity
• Team Effectiveness

The successful candidate should substantially meet the following requirements:

• Grade 12
• Relevant 3-year tertiary qualification and/or CFP
• RE1 and/or RE5
• At least 5 years experience in marketing/sales within the Financial Services industry
• Experience in managing a team (Advantageous)
• Comply with selection criteria
• Computer literate – MS suite of products (Excel, Word, Email etc)
• Code 08 drivers licence and own private transport
• Fully transferable to be promoted to Area Manager anywhere in South Africa where a relevant vacancy is upon successful completion of the development period

Competencies:

• Strategic
• Leading with Influence
• Innovation
• Execution
• Customer First
• Personal Mastery
• Collaboration

Services of a Commercial Underwriter is required. The successful candidate must be able to 

– Deal with own portfolio of diversified clients

– Assist with claims as and when required

– Deal with Accounting queries / payments relating to the portfolio

Requirements

– Matric

– Short term Insurance qualifications

– RE Exams and FAIS compliant

– Fluent in English and Afrikaans

– Computer literacy (MS Word, Exel)  (Training will be provided for use of in-house computer system)

– Minimum 5 years experience in Commercial underwriting

– Must be able to work under pressure

– Hard working and dedicated

Remuneration

– To be discussed

FSP LICENCE NO. 4017

Kindly send CV to theresa@tmcdh.co.za