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

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.