Manage All (Pty) Ltd is an established and authorized financial services provides (FSP 14445).

We invite brokers and representatives to join our brokerage and market our range of financial products. Our representatives specialize in medical scheme products and we offer a unique Gap cover product through our sister company Cura Administrators (Pty) Ltd, an authorized Underwriting Manager (FSP 26848).

We offer excellent upfront commission and fees earned on Medical Scheme and Gap Cover products, all within the boundaries of applicable regulations.

Job Requirements

• Applicants must have a reputable track record in the financial services industry
• Must be compliant with regulated Fit and Proper regulations.
• A prerequisite is complete fluency in Afrikaans and English.

Our head office is situated in Moreleta park, Pretoria and we have representatives across South Africa.

Submit CV to pa@manageall.co.za

If you have not received a response within two weeks, your application has most likely been unsuccessfull.

We are looking for a competent, dependable and energetic client services administrator to manage medical scheme queries.

Requirements:

• RE5, Class of Business training in Health Benefits
• Related Medical Scheme experience essential.
• Excellent verbal and written communication skills in Afrikaans and English.
• Highly competent in the use of Excel
• Accuracy and typing skills are a prerequisite.

Permanent Position. Salary negotiable for the appropriate candidates.

Submit CV to pa@manageall.co.za

If you have not received a response within two weeks, your application has most likely been unsuccessful.

A category I FSP is seeking a Key Individual.

Essential Job Functions:

• Act with due care, skill and diligence in the execution of all duties;
• Act within the standards and rules set by legislation;
• Fulfil contractual obligations as agreed to;
• Management and Oversight of:
• Statutory obligations of the FSP;
• Rendering of financial services of the FSP and persons authorised to act on its behalf;
• Business processes and operational ability.

Education and Experience:

• Have passed the RE 1;
• Have passed the RE5 (if they will also be appointed as a representative);
• Have an appropriate, FSCA recognised qualification;
• Meet the minimum experience requirements for the shares and derivatives financial products;
• Have completed the Investments Class of Business training;

Compensation and Benefits:

• Salary to be discussed upon interview.
• Please note that this is not an operational FSP as yet. Salary will be increased once operations start.

Hours of work:

• This is a full time position.

Special conditions or requirements:

• The candidate would need to satisfy the honesty and integrity requirements that apply to all key individuals and undergo the MIE criminal check as part of their application for approval.
  The candidate cannot be approved as KI for multiple FSP’s as the FSCA will interrogate this as part of the application for approval as a KI. If the applicant is already approved as a KI on multiple FSPs then the FSCA would most likely reject the application based upon the person’s inability to comply with the operation ability requirements that are applicable to a KI.

You will be responsible for lead generation, setting up client appointments, and closing the sale. If you have excellent networking skills and short-term and long-term insurance sales experience, please send us your CV.

Why Become a Financial Advisor with us:

• Offer Meaningful Advice
• Unlimited Income Potential
• Work Schedule Flexibility
• Creativity in Practice Structure

Job Requirements:

• Must possess an RE5, RE1 will be an added advantage.
• Experienced in commercial and malpractice.
• Employee benefits will be an added advantage.
• Must be up to date with product training.
• Must be up to date with CPD cycle.
• Strong client relationship management and communication skills
• Ideal for a self-starter who is willing to grow within business.
• Self-discipline and motivated individual.
• Driver’s license essential.

Remuneration for Portfolio Consultant

• Basic
• Commission driven.

Closing Date: 19 April 2024

Apply today for a chance to join Vulindlela Financial Services where potential for growth is unlimited. Send your CV to maureen@vulindlelafs.co.za

About the company:

Cooke Fuller Group prides itself as a well-established, professional and experienced local South African brand. We have been running for over 35 years and, with our tried and tested record, we plan to hang around for a lot longer! We owe all our success to our commitment to looking after our clients, and it’s because of this that we are dedicated to consistently improving all aspects of the company’s offerings and services and always keeping up to date with our client expectations.

About the position:

The ideal candidate should be an experienced, assertive individual with strong administration abilities and good interpersonal skills.

Requirements:

• Matric;
• Minimum 5 years’ experience in Commercial and Personal claims;
• Must be FAIS qualified in both commercial and personal lines;
• Must have already completed the necessary Regulatory Exams.

Responsibilities and duties:

Will include but are not limited to:

• Personal and Commercial Claims
• Appointing of Assessors
• Authorizing repairs/replacements
• Liaising with clients/relevant service providers
• Candidate must be able to communicate effectively, handle pressure and meet strict deadlines
• Own transport preferable

Please submit CV to greg@cookefuller.co.za

Applicants that do not receive a response within 14 days of submitting their application can consider their Application as unsuccessful.

Qualifications and Experience:

• B Com or similar would be an advantage
• Proficient in Microsoft Excel (V-Lookups, Pivot Tables etc), Word
• Knowledge of Everest operating system would be an advantage
• At least 4-years experience in Retirement Fund Administration

Skills required:

This position requires an energetic person who is able to work well within a dynamic team.

The following skills are a must:

• High standards of accuracy
• Ability to multi-task
• Ability to meet monthly deadlines
• Attention to detail
• Ability to supervise, motivate and train staff

Details of duties:

1. Ensure professional and timeous communication with clients and members
2. Administration System testing / maintenance
3. New client implementation
4. Assist in training new staff members
5. Manage own portfolio of clients, including

• Reconciling client schedules and updating member records on Everest
• Data validation – updating member information on the system
• Processing Investments and Disinvestments
• Processing member switches
• Applying for tax directives from SARS
• Processing of benefit claims
• Processing of Section 14 transfers / individual transfers
• Preparation of administration / consulting reports
• Assist in preparation of audit information

GIB is a leading provider of Retirement Fund Services (administration and consulting), focused on delivering tailor-made products and solutions that suit our clients’ specific needs.

The successful candidate will be required to manage relationships with clients and to ensure a high quality of Consulting Service.

• Provide expert guidance and advice to high-level corporate executives and broad membership regarding their retirement funds;
• Analyse current retirement accounts, recommend investment strategies, and offer custom solutions for both executives and broad membership;
• Stay up-to-date on tax laws, retirement fund regulations and investment trends for both executive and broad membership;
  Build and maintain strong relationships with clients, adapting communication to cater to a broad audience;
• Handle financial information with the utmost confidentiality and professionalism to ensure the best outcomes for all members;
• Demonstrate strong analytical skills and in-depth knowledge of retirement planning while offering strategic, tailored advice to meet the unique needs of both executive and broad membership clients;
• For potential new clients; analyse existing arrangements, prepare proposal, present to client and implement.

Qualifications and Experience:

• B Com or similar
  Minimum 6 years experience in the Employee Benefits industry

Sales representative needed to market our legal insurance products.

• Must have matric and RE 5 qualifications.
• At least 2 years’ experience in the insurance industry.
• Good communication skills.
• Good English and Afrikaans language command.
• Preferably residing in the area/ willing to relocate.
• Must be available to start immediately.
• Basic income R 4 500 and performance incentives.
• Able to work efficiently without supervision.
• Able to work and copy under pressure.

 

Job requirements:

• Grade 12/Matric – we do checks (Do not apply without)
• No Criminal Record – we do background checks (Do not apply if any)
• Must Speak English Fluently
• Previous sales experience – strictly 1 year minimum.
• Proof of previous achievements in sales (Beneficial)
• RE5 qualification is required, only if you have already worked in financial services for more than 2 years as a Representative as per the FAIS Act.

Remuneration and working hours

• R5,000 to R9,000 Basic + uncapped commission + incentives
• Working hours 8:00 -18:00 Monday to Friday

Apply by sending your CV to: noluthandom@ucovered.co.za

Get in touch and join us!