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

A reputable Broker based in the north of Johannesburg, seeking a Personal Lines Underwriter.

We are looking for a honest, hardworking and dedicated professional:

• who has 2-5 years experience in the short term insurance industry,
• completed RE 5 exam (representatives) and
• who is computer literate and
• proficient in English and Afrikaans.

Additional qualifications, skills and experience would be considered a bonus.

Salary NEG.

Position available from 1st January 2016

Please forward CVs to jason@cornerstonerm.co.za

A position has become available for a Claims Manager for the Constantia Insurance Group. It should be noted that the following criteria applicable to the position, are absolutely non-negotiable and interested parties are requested not to respond should they be unable to fulfil the basic requirements.

Job Purpose

To achieve the Group’s vision of “Insurance made Personal”.  This will be achieved through the proactive management of all claims, at the individual and portfolio level, whilst optimising spend and achieving high levels of satisfaction, high quality claims management, resolution and excellent client service, for the Insurer, Insured,  Broker and UMA.

Principal responsibilities

Claims Portfolio Management (all types, unless otherwise stated)

• Daily management of the claims centre and staff.
• Ensure Service Levels are enforced and procedures followed.
• Regularly review individual claims within the portfolio and keep reserves and records up to date, as required by the Group’s control standards.
• Work within a prescribed mandate and levels of authority.
• Identify trends in the portfolios and take the appropriate/corrective actions.
• Liaise with Brokers/UMA/Insured’s on claims, complaints and technical claims.
• Provide management stats as requested.
• Authorise Claim payments and process log files.
• Refer over mandate claims to Executive Management.
• Staff training and morale.
• Ensure all staff work within operational standard e.g. file maintenance, diary system and investigate technical veracity of claims.
• Audit rejections letters.
• Attend management meetings within all departments as required.
• Build, maintain and manage relationships with service providers, colleagues and clients.
• Produce work plans, design claims review programmes, and produce accurate reports.
• Ensure that Reinsurance Brokers and Finance are advised of any material large loss claims as set out in process and procedures.
• Ensure adequate resources are made available to Internal and External audit, including feedback and mitigation.
• Provide feedback and assistance on Risk Registers.
• Ensure all staff have KPA’s and monthly Pride assessments.
• Liaise with Human Resources.
• Development of the claims operating system.

Experience, knowledge and skills required

• 10 years’ experience within an Insurance Company, 5 of which must have been in an Operational Claims environment
• FAIS Representative / KI
• General Claims, Recoveries, Liability, Legal
• Supervisory / Management experience
• Matric
• FSB Approved Insurance Qualification
• Sound Insurance knowledge/policy wordings
• Personal, Commercial lines, value added product experience
• Computer literate
• No criminal record

Salary: Market Related

Good luck with your application!

Verso Wealth (Pty) Ltd, met kantore  in Bellville, Rondebosch, Johannesburg, Oos London en Port Elizabeth is ‘n dinamiese finansiële dienste organisasie en ‘n gesamentlike onderneming tussen Galileo Capital en Verso Groep van Maatskappye.

Die nuwe Verso Wealth baat deur die toegang tot die kennis en ervaring van die Galileo Capital bestuur en finansiële adviseurs, waarvan sommige nou deel is van Verso Wealth, asook die die kennis, ervaring en hulpbronne van die welbekende Verso Groep, met sy sterk teenwoordigheid in die werknemersvoordele veld. Verso Wealth bied welvaartbestuur, portefeulje bestuur, holistiese finansiële- en risiko beplanning,  belasting en trust dienste asook mediese versekering aan kliënte.

Verso Wealth het tans poste beskikbaar vir volwasse self-gemotiveerde finansiële adviseurs wat onafhanklik kan werk in die Bellville en Port Elizabeth kantore. Die suksesvolle kandidate moet ingestel wees op kliënte diens asook  om die organisasie se waardes van respek, integriteit, verantwoordelikheid en strewe om voortdurend te groei en te ontwikkel,  uit te leef.

Sleutel verantwoordelikhede van die pos sluit in om kliënte by te staan om hul welvaart te groei en te beskerm deur ‘n weldeurdagte gevestigde  beplanningsmetodologie te volg om kliënte advies te bied oor toepaslike produkte, dienste en produk verskaffers.   Die suksesvolle kandidate sal nie verantwoordelik daarvoor wees om nuwe kliënte te werf nie. Daar sal egter van finansiële beplanners verwag word om nuwe en bestaande kliënte, deur die organisasie verskaf, aktief te diens. Verso Wealth vergoed finansiële beplanners deur ‘n vaste salaris te betaal met fooi deling na kostes.

Pos vereistes is ‘n relevante graad en/of CFP®, RE 5 en ten minste vyf tot tien jaar ondervinding as ‘n finansiële beplanner. Die geskikte kandidaat moet vlot Afrikaans kan lees en skryf (Afrikaans as huistaal) asook Engels magtig wees, asook eie  oor eie vervoer beskik.

Om vir die pos oorweeg te word moet jy aan die minimum vereistes voldoen asook ‘n CV, afskrifte van jou akademiese kwalifikasies en resultate en ‘n aansoek brief stuur aan gerda@galileocapital.co.za voor  Maandag 23 November 2015.

Let daarop dat indien ons nie met jou in verbinding tree binne twee weke na die sluitingsdatum vir aansoeke nie,  was jou aansoek onsuksesvol.

Ensure the New Business Budget for AFIOS is achieved on a daily, weekly and monthly basis

Day to day management of the AFIOS Sales Team

Ongoing coaching and career path development of Sales Team Members

Key Tasks and Responsibilities

• Assist with the formulation and implementation of the New Business strategies for AFIOS
• Provide recommendations on achieving and exceeding the New Business budgets and implementing new procedures, obtaining new data bases and improving results
• Provide daily, weekly and monthly statistical feedback of target achievement within environment
• Understanding and managing each sales consultant individually – spend time with each person to ensure they perform at an optimum level
• Ensure each consultant uses leads effectively on a daily basis
• Ensure consultants understand the HOT lead concept i.e. 6 minute (and reducing) timeframe to contact and make a successful sale
• Provide line manager with a summary report of the usage of leads i.e. success rates, wrap up code analysis and consultant lead analysis
• Ensure Daily “Huddle” meetings take place with each team to discuss positives, negatives of previous day and plan for the new day
• Chair weekly Sales Meetings and Monthly Status Meeting to continually monitor progress of sales for each sales consultant and implement training requirements
• Ensure minutes are issued and follow-ups are done from each meeting
• Assist in getting feedback from Gatekeeper in order to ensure Gate Keeping is effective in AFIOS
• Assist in implementation of Gate Keeping process in AFIOS by giving the QA Consultant and Gatekeepers full support
• Generate monthly commission sheets for the sales team based on various commission scales attached to projects
• Arrange and assist with training and development of the sales team, where required on an ongoing basis
• Ensure that the support team produce monthly reports for management which sets out the performance of each sales consultant
• Ensure that the sales area is correctly staffed by interviewing candidates and giving opinion/selecting of correct candidates when there is a recruitment drive
• Ensure performance management standards are adhered to and relative disciplinary steps implemented immediately
• Attend to Performance Appraisals of all sales staff on a quarterly basis
• Implementation of AFIOS Staff Incentives, and monitoring of incentives daily, weekly & Monthly
• Ensure effective Management involvement and assistance for underperforming sales staff
• – Standardisation and fair disciplinary action
• – Disciplinary action carried out when required.

• Liaise with Underwriting Department to ensure:
  • Competitive rating in branch
  • Product solutions are introduced to meet client needs
  • Request discounts where justified
  • Provide competitive feedback to underwriters
• Ensure compliance with and track adherence to the new business charter, including   recommendations on changes to the charter
• Carry out regular audits on the sales process to ensure compliance with agreed standards and procedures
•  Monitor and ensure compliance with statutory regulations within the sales Environment
• Compiling of scripts in conjunction with Compliance Department
• Establish, maintain and build relationships with key stakeholders i.e. lead providers
• Ensure effective and continuous communication and updates on issues to the team, internal and external stakeholders
• Ensure effective communication with internal and external stakeholders
• Ensure all MIS reporting delivered accurately on a daily, weekly and monthly basis

Qualifications, Experience and Skills

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Passed RE5 Successfully (FAIS Representative exam)
• Passed RE1 Successfully (FAIS Key Individual exam)
• Full FAIS qualification
• Minimum 3 years sales experience in the Short Term Call Centre Sales environment on a Supervisory level
• Track record of being the top sales consultant in order to motivate team members to achieve same results
• Sound knowledge of the insurance industry and the market
• Exceptional Motor and Household Technical skills
• Exceptional Administrative Skills
• Must be able to resolve escalated client queries and deal with people at all levels
• Professional with references from previous employer which will include a direct conversation with Senior Management at those organisations
• Exceptional IT and MIS skills
• Staff management skills must be exceptionally high – respect and co-operation buy in from staff
• Process and results driven individual
• Exceptional people skills – must be open, honest person who is a ‘sales’ machine

Competencies

• Drive and initiative
• Highly energetic person who can multi-task on a daily basis
• Ability to manage and motivate staff
• Outgoing personality
• Ability to earn the respect of all staff
• Exceptional communicator at all levels
• Ability to earn respect from colleagues and industry
• Persistency
• Excellent writing skills
• Analytical
• Target Driven
• Resilience
• Negotiating skills
• Commitment
• Self development
• Skills development
• Exceptional Product knowledge (Technical)
• Competitor knowledge
• Self Starter
• Team Player
• Reliable and dependable

Please include the following with your application:

• Detailed CV
• Regulatory Examination Certificates (KI and REP)
• FAIS Qualification Certificate

Contact person           :               Ilona Hilditch

Tel. no.                         :               (011)  669-3941

Email                                      :               hilditchi@aforbes.co.za

If you had no response from us within 3 weeks after the closing date, please consider your application unsuccessful.

Want to work at the most Progressive Insurance Provider in South Africa ?

Triarc Insurance is looking for the best of the best Outbound Call Centre Financial Advisors

Situated in the heart of the Century City business complex that has become a sought-after address for corporate South Africa, it answers the needs and demands of its fabulous clientele.

To be considered you must have :

• Matric
• Candidates that have completed FAIS Regulatory Exams will be given first preference
• 2 years call centre experience
• Working hours are on shift rotation :

1st shift –  8 am to 5 pm during the week

2^nd shift – 11 am to 8 pm during the week

And  on Saturdays from 9 am to 1 pm

Job Description:

• South African Citizen
• Must be open minded to work in a Progressive work environment
• Outbound call centre Financial Advising through lead generation
• Make outbound calls in accordance with predetermined schedules and online customer requests
• Manage time and workloads to ensure that deadlines and targets are met.
• Demonstrate an excellent knowledge of the company products and services
• Be personally responsible for reaching set targets.
• Must have a driven sales personality
• Must be able to work in a Team environment
• Convert leads/quotes to sales in terms of the minimum quantity and quality targets that are in place including but not limited to :
• R20 000 Performance based remuneration
• Minimum monthly premium written
• Average premium value ( SPV)
• Underwriting quality
• Lapses and cancellation ratio

Please send CV through to hr@triarc.co.za

OPPORTUNITY OF A LIFETIME FOR AN EXPERIENCED FINANCIAL ADVISOR BASED IN JOHANNESBURG.

EXTREMELY competitive salary & EXCELLENT performance bonus OPPORTUNITY

St. James Global (Pty) Ltd (St. James Global) is an authorised Financial Services Provider with its Head Office in Cape Town and a member of one of the world’s largest global networks of International Financial Advisors. St. James Global advises South African Residents and Foreign Nationals on all aspects of International Financial Planning.

St. James Global is a highly specialised Financial Advisory Company with a focus on providing highly personal service to high nett worth individuals and their heirs, it has built longstanding relationships with its clients, going back some 25 years. During this time it has established itself as Advisors to first and second generations within families.

St James Global is opening an office in Johannesburg and is offering an excellent career opportunity to Graduates within the offshore Financial Services Industry. It is looking for highly motivated mature sales people who are fluent in written and spoken English and who can work independently, to join our highly successful team of financial experts. The successful candidate will be based in Johannesburg. If you are well networked, have high business acumen, and a born entrepreneur, looking for an opportunity to take your own business to the next level, we have just the opportunity for you.

As a Financial Advisor you will lead an active lifestyle of client meetings, networking and continuous education and development.

St James Global work with the most reputable offshore Financial Institutions within the market and assists people who are seeking sound offshore financial advice and planning. St. James Global is able to offer you a reputable structure, well-defined solutions and ongoing support and training. Each advisor will have access to a Financial Business Development Assistant assigned to them to assist with their daily tasks and objectives.

Key responsibilities of the position include:

• Develop leads and referrals from current clientele and outside contacts.
• Working with your coordinator to prospect and canvass.
• Actively networking and prospecting to build relationships.
• Meeting with clients.
• To secure new business and assets for the portfolio.
• To provide comprehensive International financial planning solutions to clients.
• To build effective client relationships with ongoing management, administration and servicing of their assets held offshore.
• Consistently achieve new business targets and goals.

Applicant should meet the following requirements:

• Degree preferably in Finance and Investment.
• Minimum of 5 years’ experience in the Financial Services Industry (not negotiable) and in consulting with high nett worth individuals, preferably with a proven track record.
• Well-presented corporate attire.
• 100% Proficient in English, both written & spoken.
• Well-spoken with excellent communication skills
• Proven relationship/networking/influencing skills
• Self-confident, self-starter and assured.
• Excellent presentation skills
• Advanced level of computer literacy
• Excellent planning and organising skills
• Resilience, punctuality and ability to work within a team environment
• Hard working and results driven
• Ability to meet clients expectations
• No adverse listings (criminal, credit, etc.)
• Completed a FSB recognised qualification suitably on a NQF level 5
• Have completed or in the process of completing RE5

Should you be serious about this position please submit a comprehensive CV together with a cover letter to stacy@stjamesglobal.com

The ideal candidate must be able to:

Develop and maintain good relationships with new and existing brokers through visits and feedback at agreed intervals to ensure high service levels

• Establish the broker’s needs and ensure that these needs are met as far as possible and that all problems are resolved timeously
• Reporting
• Manage and mentor staff
• Build brand awareness
• Drive product communication / Awareness
• Provide management information
• Technical training of and on-going product support to brokers
• Keeping up-to-date with competitor product and service offering and industry developments

Candidate Requirements:

Education: (not negotiable)

• Matric
• 5-10 years working experience in the insurance industry and knowledge of underwriting processes
• 3 years Broker Consulting experience will be advantageous
• Short-term Insurance qualifications
• RE 1
• FAIS compliant
• Fluency in English and Afrikaans
• Computer Literacy (MS Word, Outlook and Excel)

Competencies:

• Strong business acumen
• People management skills
• Strong financial acumen
• Strategic thinking
• Planning & organizing skills
• Executive disposition
• Good organizational skills
• Leadership skills
• Strong time management skills

Other:

• Own reliable and insured transport and driver’s license

Remuneration:

• Annual CTC package inclusive of a 13th cheque: Negotiable
• Travel allowance (GPS electronic log book provided)
• Use of company cell phone for business calls
• Reimbursement of petrol expenses
• Pension scheme and Group life insurance

To apply please email your CV to conrad@cia.co.za

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

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