We are looking for a qualified Financial Advisor who wishes to join a growing Independent Financial Advisor company situated in Durbanville.

Your expertise in Risk cover, Investments, Health , Estate Planning, Wills and Trusts will be required.

Other Requirements:

• At least Matric and RFP 3 qualification
• Already Completed RE level one exams
• Meeting FAIS requirements for Representatives
• Product knowledge of various companies’ products will be to your advantage
• Efficient knowledge of Snet/Xplan and Workpool, will be to your advantage

If you are interested to apply, please email your CV to office@ferreirafsp.co.za and we will contact you for an interview.  If you haven’t heard from us in 30 days from sending your CV, you were unfortunately unsuccessful in your application.

 

Context:

• Insurance Brokerage
• Call Centre – Inbound and outbound telesales
• Short-term Personal Lines
• Dynamic challenging environment

Outputs:

• To execute the sales process with diligence and integrity
• To communicate with potential customers in a skillful and knowledgeable manner
• To comply with the routine and structure of the call centre as determined by management from time to time
• To optimise each lead allocated to the agent
• To effectively sell personal lines insurance policies
• To use appropriate interpersonal styles and communication methods to gain acceptance of our products from potential customers
• Match benefits accordingly and demonstrate how a product satisfies the needs
• To understand objections and overcome them with an appropriate response

Qualifications and Knowledge:

• RE5 completed
• FAIS accreditation is an advantage
• A minimum 3 years’ experience as a sales agent in a motor specific call centre or a 4 year degree
• Grade 12 numeracy and literacy (English) a minimum requirement
• Vernacular language an advantage
• Microsoft Office with competent typing skills
• Short term insurance industry knowledge a plus

Skills:

• Attention to detail is essential
• Listening Skills
• Flexibility – show positive response to change
• Customer focused – Needs to understand and respond effectively to customer needs and offer polite and efficient service at all times
• Results oriented – Needs to know what is required and take appropriate action

Personal Attributes:

• Integrity
• Compassionate
• Assertiveness

Remuneration:

• R6000 basic PLUS commission

A vacancy has arisen for a Marketer/Account Executive within the Short Term Insurance industry on the South Coast.

The candidate should be an assertive self-starter of strong personality with a passion for client service; be target driven and aim to exceed expectations and be a factual and logical problem solver.

We are looking for a team player who can operate well under pressure and who embraces Treating Customers Fairly principles.

Qualifications  :

• Matric, (NQF 4)
• Meet the FAIS Fit & Proper requirements
• Passed the Regulatory Exam – Representative
• Minimum of 5 years underwriting
• Claims and marketing experience

Responsibilities and duties will include but are not limited to :

• Manage the sourcing and securing of new business
• Ensure retention of existing business
• Manage the renewals of existing portfolio and generate organic growth
• Ensure the reporting and evaluation of monthly loss ratios, new business and cancellations
• Responsible to identify, execute and report on marketing initiatives
• Establish and maintain relationships with relevant internal and external stakeholders
• Meet goals and metrics
• Address customer satisfaction issues promptly
• Adhere to high ethical standards and comply with all regulations/applicable legislations

Should you be interested please submit your CV with supporting documents to maria@halfway.co.za

The Closing date is Friday the 24th  July 2015.

 

 

A Financial Services Company in Durbanville needs the services of a junior administrative assistant.

Job description:

• Assisting financial planner in preparing for client meetings
• Gathering of information and capturing of data
• Obtaining quotations (New & Alterations)
• Completion of application forms and dealing with outstanding requirements
• Lodging application forms on an electronic system
• General administrative tasks

Skills and requirements:

• Matric
• Financial Services experience recommended, but not a prerequisite
• Detail orientated
• Client focussed
• Reliable

General

• The appointment will be on a temporary basis.
• Salary: R6,500
• Office hours: 8:00 – 4:30

Should you not hear from us within 2 weeks from submission of your CV, your application was unsuccessful.

‘n Gevestigde finansiële beplanningspraktyk in Welgemoed, Kaapstad verlang die dienste van ‘n Finansiële Beplanner of Leerling Finansiële Beplanner.

Die praktyk se primêre fokus val op beleggingsadvies en die bestuur van individuele en korporatiewe kliënte se beleggingsportefeuljes.

Posvereistes

• Relevante B Graad;
• CFP® kwalifikasie sal ‘n sterk aanbeveling wees;
• Begeerte om ‘n loopbaan in finansiële beplanning te volg;
• Belangstelling in beleggings;
• Uitstekende interpersoonlike verhoudings;
• Begeerte om met mense te werk;
• Tweetaligheid (Afrikaans en Engels)

 Die pos is onmiddelik beskikbaar.

Posinhoud

Aanvanklik sal verwag word dat die persoon vertroud sal raak met die praktyk se administratiewe prosesse en stelsels en sal administrasie sowel as produk – en beleggingsnavorsing die grootste deel van die posinhoud uitmaak.

Na mate bostaande bemeester word, sal interaksie met en advies aan die praktyk se kliëntebasis ‘n groter deel van die posinhoud raak.

Steun aan die firma se finansiële beplanners in die proses van dienslewering aan die bestaande kliëntebasies sal deurlopend deel van hierdie pos wees.

Vergoeding

‘n Markverwante salaris ooreenkomstig die persoon se kwalifikasies en ondevinding sal betaal word. Die pos se vergoeding sal in verdere besonderhede tydens ‘n onderhoud bespreek word.

Stel jy belang?

Belangstellendes kan hul CV stuur deur om die “Apply for Job Now” knoppie hieronder te kies.