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

Outbound Short Term Insurance Call Centre Agents

We want people like you!

The passionate kind.  People who live, think and deliver Exceptional.

What’s in it for you?

• Exceptional work environment
• Inspiring Leaders
• Challenging job content
• Friends for life
• World Class Training Programmes
• Tangible career development opportunities

Who are you referring? People with:

• RE/NQF 4 qualification a must
• 2 years call centre experience
• At least 1 year short term insurance experience
• Working hours 8:00 am to 5 pm 5 days a week
• ITC checks will be done – must be credit and criminal clear.
• Must be FAIS Compliant
• Languages English and Afrikaans or English and Zulu speaking

Job Description:

• Outbound call centre 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.
• Identify trends and opportunities for improvements or new products/ services based on customer input
• Must have a driven sales personality

Cool events, competitions and giveaways, a rate of R60.00 to R89.00 per hour and a monthly Reward and Recognition Programme with an opportunity to earn extra cash.

Please send your cv to agentrecruitment@merchants.co.za and quote the following reference number INS0001MER

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

FINANCIAL PLANNER -Purpose Wealth is a boutique financial planning and wealth management company based in Pretoria, with extensive experience in financial planning, investment strategy development and wealth portfolio management. Purpose Wealth serves retirees, high-net-worth individuals, affluent investors as well as young professional wealth accumulators.

We are looking for a financial planner to join our team. Key responsibilities of the position will include to assist clients and senior financial planners in technical support, portfolio construction and financial advice. Purpose Wealth is client focused and the successful candidate must have a strong customer service orientation and should value personal relationships. The candidate will not be responsible for finding leads but to actively service all new and existing clients provided. This position entails a fixed cost-to-company package structure, with bonus incentives but no sales incentives and commissions are earned.

Minimum requirements will be a relevant degree, CFP®, and at least three to five years experience as a financial planner or in a relevant position. The candidate must also be fluent in written and spoken Afrikaans and English. To be considered for the position you must meet the minimum requirements and will be expected to send a CV, copy of academic results and covering letter by 30 October 2015 to info@purposewealth.co.za.
Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.

An exciting opportunity is available for a qualified attorney to join TFG’s legal team as a legal advisor to TFG’s insurance business unit

• Key Responsibilities will primarily include:
• Reviewing and drafting insurance documents and various commercial agreements
• Providing legal advice, support  and services to TFG’s insurance team
• Advice on compliance with all laws and regulations pertaining to TFG’s insurance products
• Other duties as and when required

Ideally you will have :

• an LLB degree, preferably a post graduate LLB
• 3 to 4 years post articles experience
• a sound working knowledge of the FAIS Act, TCF, Long-Term and Short-Term Insurance Acts, FSB Act POPI, CPA and NCA
• experience in dealing with ombud complaints
• the ability to be assertive
• excellent administration, attention to detail, negotiating and time management skills
• a strong research ability
• excellent drafting and communication skills
• the ability to work independently
• sound judgement
• the ability to be business orientated while remaining objective
• the ability to thrive in a stressful environment and work under pressure
• the ability to interact with individuals across all levels of the business
• computer literacy

Preference will be given, but not limited to, candidates from designated groups in terms of the Employment Equity Act

To Apply  – please follow the link below :

https://foschini.taleo.net/careersection/jobdetail.ftl?job=00537&lang=en_GB

 

 

We are a recruitment agency with various positions.

We require people that have completed their RE 5 exam as well as people that have at least 30 fais credits.

Most of our positions are very urgent and you can email your cv to clive@bcgtraining.co.za  Please ensure that your cv is updated with as much detail as possible.  You may call our office line on 011 3254407.

Salaries range from R8000 per month to about R25 000 per month.

Strata Insurance Brokers CC is a growing short-term insurance brokerage in East London and requires a short term Commercial Underwriter to join our growing team.

Candidate Requirements:

• A team player.
• Have at least a Matric certificate.
• Have passed the relevant RE examination.
• Fully FAIS compliant, that is able to be registered on the FSB rep register and work unsupervised.
• A minimum of 2 -3 years’ experience working as an Underwriter on Commercial policies within short-term insurance.
• Ability to underwrite through the entire process including, rate, underwrite, screen, renew, endorse and handle account/client queries.
• Support our Commercial broker/s.
• Be prepared and able to work in a highly pressured and deadline driven environment.
• Excellent communication skills both written and verbal.
• Strong computer and written language literacy.

Remuneration commensurate with experience. We offer employee benefits including contribution to medical aid, membership of a group scheme and a flexible work environment.

We are an equal opportunity employer.

Applications close on 21 September 2015.

If you have not heard from us within seven days of this date please consider your application unsuccessful.

To be considered for the position email a short CV detailing your relevant underwriting experience and details of previous employment to pat@sanlam4u.co.za