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Broker Consultant
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General Details
Description
Position – Broker Consultant
Location – Richards Bay/KZN
Salary – market related
Main purpose - The main purpose of this position is to increase group sales of the range of products through building relationships and superior client service to independent brokers and corporate clients.
Qualifications:
Matric
NQF 6 qualification/3-year relevant tertiary qualification will be an advantage.
Regulatory Examinations (RE5) for representatives.
60 FAIS Credits or alternatively full FAIS recognized relevant qualification (DOFA dependent).
Requirements and knowledge:
Class of Business training in Category 1 life and friendly societies.
Product Specific training in Category 1 life and friendly societies.
Minimum 12 hours of Continuous Professional Development (CPD) per CPD cycle.
Excellent knowledge and understanding of insurance legislation.
Computer Literacy (MS Office package).
Valid driver’s license and own vehicle.
Sound knowledge of long-term insurance or employee benefits products.
Knowledge of underwriting processes.
Minimum of five (5) years’ experience in the insurance industry preferable in the group funeral or group risk market.
Broker consulting, trade unions, funeral parlours experience in an insurance company.
Experience in establishing contacts and relationships with decision makers within funeral group business.
Proven Sales track record.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MjAyMTE1NjkwP3NvdXJjZT1ndW10cmVl&jid=1322397&xid=4202115690
Id Subtitle 1143366796
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ABC Worldwide
Selling for 2+ years
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Key Responsibilities:
1. Prepare
and execute scheduled audits including planning, preparation, execution,
reporting and follow-up as follows:
Planning
1.1. Meet with the Audit
Manager (AM) to discuss key risks, scope, and objectives.
1.2. Obtain
understanding of the client and the audit review area by reviewing prior
workpapers and report.
1.3. Draft Audit
Notification Letter and list of client requirements
1.4. Arrange with
various process owners to discuss and document the process.
1.5. Conduct walkthrough
of the process and key controls identified to ensure adequacy of the design and
implementation.
1.6. Draft audit
procedures and determine sample sizes.
Execution/Fieldwork
2.1. Execute procedures
as per the approved audit program.
2.2. Communicate daily
progress to AM including any findings.
2.3. Document all audit
work performed clearly, with details in the audit workpapers.
2.4 Complete audit
program and the audit working papers.
Conclusion of audit and reporting
3.1. Set up close out
meeting with management where the exceptions/findings will be discussed.
3.2. Drafting of Audit
Report is to be completed and sent to AM for review.
Requirements:
· Excellent interpersonal and communication skills, both written and oral.
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Compatible for teamwork, creativity, and structured working manner.
·
Ability to analyse and solve problems relating to auditing and related
disciplines.
·
Distinct willingness to learn.
· Self-motivated with the ability to work independently and balance workload to complete multiple assignments within time constraints.
· Ability to apply analytical and interpretive skills to
problem-solving, strong attention to detail, and organizational skills.
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Flexibility, ability to work under pressure, and high self-motivation.
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Ability to demonstrate strong general knowledge of financial services,
consumer lending, and regulatory
requirements.
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Ability to understand and test internal management controls and
provide feasible practical policies and guidelines.
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Ability to incorporate a large amount of data and establish corporate
standards for efficiency, accuracy, and security.
·
Strong computer skills; Proficient with Microsoft Word, Excel,
PowerPoint, Outlook.
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Strong ability to take initiatives and make sound decisions.Send CVs to: latania.p@pioneergroup.co.za
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A medium size insurance company is looking for people to join the company as promoters, sales rep as well as managers.RequiredSA ID/ PassportSA Bank AccountSmartphoneIf you are interested, whatsapp or call Banoh on 068 407 1578
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JOB PURPOSE
The Business Sales Representative develops relationships with customers toenable growth within the Business Insurance channel. Alongside meeting therequired metrics set out by business, this role will be able to quote, sell andunderwrite in accordance with business requirements.
RESPONSIBILITIES
Business DevelopmentCustomer Relationship Development / ProspectingCustomer Needs ClarificationSell Customer PropositionsSales Opportunities CreationPerformance ManagementOperational CompliancePersonal Capability Building
BEHAVIORAL COMPETENCIES
Communicates EffectivelyDrives ResultsPersuadesAction OrientedEnsures AccountabilityInterpersonal SavvyBeing ResilientManages ComplexityCollaboratesDecision Quality
SKILLS
Verbal and Written CommunicationCommercial AcumenSales Planning and CoordinationPresentation skillsAction PlanningNegotiationCompliancePolicy and proceduresComputer and System skills
EDUCATION
General Education
Grade 12/SAQA Accredited (Essential); RE compliant (Advantageous); 150 FAISCommercial Credits (Advantageous); Relevant 3 year degree or diploma inrelevant field (Advantageous)
EXPERIENCE
General Experience
1 - 3 years commercial experience (Essential); Experience in Financial ServicesIndustry (Advantageous)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNjc4NDgwODcwP3NvdXJjZT1ndW10cmVl&jid=1684800&xid=3678480870
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The purpose of the role is to ensure accurate backup support to Branch and Team and deliver high levels of client service / skills in line with operating procedures and governance.
QUALIFICATIONS
Matric, FAIS Compliant (Full Short Term Insurance Qualification at NQF level 4 or higher). Higher qualification advantage
Successfully passed RE1 / 5
MINIMUM REQUIREMENTS
Effective Time Management skills, computer literacy (TIAL, Word, Excel, Outlook, PowerPoint), Email, Telephone Etiquette, SOP concept. High standard of written spoken English. Demonstrate Corporate and technical knowledge
MINIMUM YEARS OF FORMAL & INFORMAL TRAINING/ EXPERIENCE REQUIRED
Minimum five years relevant work experience in short term insurance
KEY PERFORMANCE AREAS
1. Underwriting / Processing / Back up support / management of accounts / credit control
2. Compliance adherence
3. Occasional client interfacing and associated skills
4. Manage own area of control / deadline / diary control
KEY CLIENTS
Management and Directors; Internal Staff; External Service Providers, Clients / Customers, etc.
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Accounting clerk to work in accounting practice. Must have knowledge in accounting tax and vat. Must have experience in eFiling and caseware.
Drafting afs and tax submission.Must be avail immediately. Durban central
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An exciting opportunity exists for a suitably qualified and experienced individual to join the group team as a CRA.
Reporting to the Group Finance Executive, the CRA will be responsible for the overall management of the consolidation process, coordinating and preparing of monthly and quarterly group management results and forecast.
Responsible for the legal entity financial reporting at financial year end, in line with IFRS, including financial statements, XBRL and company taxation.
The expected outcome is to drive group standardisation on Accounting Policies, ensuring the group financial reporting and consolidation is IFRS compliant and various stakeholder timelines are strictly met.
The ideal candidate will have previous experience in a similar role, and a proven track record of delivering results in such a role.
MINIMUM QUALIFICATION AND EXPERIENCE REQUIREMENTS
CA(SA) (not negotiable)Written and spoken EnglishMinimum 5 years post articles experienceStrong financial reporting and IFRS knowledgeTechnical skills: Consolidation
If you meet all of the above requirements please send an updated copy of your CV to anandi.faber@protem.co.za
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