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A small Accounting firm in Durban city is looking for an Intermediate Auditor to join its team. The candidate must possess a minimum of Advanced Diploma in Accounting and at least 2 years experience in Internal Auditing.Please send your CV to Careers@abacwaningi.co.za
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Role PurposeManagement and servicing of direct personal lines insurance 55 plus client portfolios whilst ensuring a balance between the companys business priorities including growth and client retention whilst adhering to the insurance needs of clients, in conjunction with Financial Services Regulations.
Locationx1 Nelspruit and x1 Durban
Responsibilities and work outputs
• Servicing of dedicated client portfolios• Credit control/Unpaid Debit Orders/Account Queries• Maintaining and building client relationships• Delivering excellent client service• Maintaining and improving agreed client service levels• Thorough knowledge of short-term insurance products• Retention of current client portfolio• Growing current client portfolio• Identifying cross selling opportunities and provide leads• Assist clients with claim forms and queries• Day to Day management/assistance to clients and ensuring portfolio profitability• Underwriting on multi claimants/high loss ratio clients• Processing of Renewals
Competencies required
• Technical Retail Acumen• Portfolio Management• Risk awareness• Crossselling/Lead Referral
Experience and Qualifications
• 3 Years Experience in Servicing (Short Term Insurance)• Matric/Grade 12• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of• first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list• FAIS Regulatory examination for Representatives(RE5)• 18 CPD (continuous professional development) points
Were looking for someone with
• Extensive knowledge of the Short-Term Insurance Industry• Thorough understanding of insurance products• Thorough understanding of business principles and Practices• Interpersonal Skills• Ability to handle conflict• Negotiation skills• Problem solving skills• Risk Assessment and analysis• Insurance Principles and practice• Customer and Personal Service• Clerical and Administrative Skills• Willingness to assist colleagues and a team player• Time management
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS81OTAyNDU0NDg/c291cmNlPWd1bXRyZWU=&jid=1517923&xid=590245448
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Urgently in Need of Business Development Consultant - Durban
Requirements
Must have short-term insurance experience for Durban We are looking for BDC’s who are SALES HUNTERS, who are ENTREPRENEURIALFace-to-Face HUNTER SALES EXPERIENCE • not call centre salesWe are looking for well spoken candidates who can hold a conversation (presentable) • The ideal applicant would have experience working with clients in the middle and upper marketThe ideal candidate is able to work on their own writing business in accordance with TARGETS.Must have – OWN VEHICLEPrevious experience SOURCING OWN NEW BUSINESS LEADS, as they will be required to generate 100% of their own new business (prospecting)Must have - Solid cold calling • PROSPECTING experienceVery strong communicator
Education and experience
3-4 years experience in external sales1 + experience in the Insurance industryRE5 advantage Matric certification and higher
Contact Person
James KnollJames@abcworldwide.com
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjQ3ODQ4MzkxP3NvdXJjZT1ndW10cmVl&jid=1328344&xid=2647848391
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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
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I am recruiting for an excellent salesmen !
Requirements
Direct sales experience onlyNo telephonic salesNo call centre salesFace to face sales onlyGenerating own business leads is a mustFast pace sales environmentTarget driven salesPreferably experience in selling insuranceProven salesmen
The ideal candidate will be an excellent communicator and have a passion for sales. The Business Development Consultant will be required to generate leads and convert them into sales. In this role the BDC is responsible for providing excellent customer service and advice, as well as developing relationships with customers.
Responsibilities and work outputs for Business Development Consultants (PERSONAL LINES):• Source lead generating opportunities to ensure a minimum of 10 client quotes per week and 40 per month• Minimum requirement of 10 premium adjusted policies (net of claw backs) written policies per month• Maintain and update your Lead Generation Matrix on a weekly basis• Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building• Keep up to date and fully informed on product comparisons with opposition products• Sign up a minimum of 5 active lead referral agents• Meet all KPls as laid down by the company for BDCs• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas• Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times• Meet continuing professional development objectives as required by the industry
Salary Details
Fixed salary plus commission
Qualification
Matric/Grade 12FAIS Credits (preferable)RE 5 - a plusProven experience in FACE-TO-FACE SALES experience2 - 3 years DIRECT SALES EXPERIENCE selling short term insurance either as a Broker Agent or Tied Agent.Alternatively, must have SOLID DIRECT SALES EXPERIENCE.A minimum of 2 years’ experience GENERATING LEADS and CONVERTING THEM INTO SALES (prospecting / cold calling) - managing lead generation processAbility to work under pressure and MEET TARGETSCandidates must have a vehicle available to complete sale tasks
If you keen on this please send your CV to
james@abcworldwide.com
Include salary expectation, current salary, notice ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzg4ODY2OTgyP3NvdXJjZT1ndW10cmVl&jid=1497798&xid=3788866982
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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.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMjg0MDQ5NTAyP3NvdXJjZT1ndW10cmVl&jid=1490650&xid=3284049502
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The successful candidate will be tasked to drive and grow profits, revenue sales and customer bases through effective management of accounts and maintaining strong lasting customer relationships thereby ensuring customer retention and sustainability for the organisation.
Key Responsibilities:
New Business DevelopmentAccount ManagementStakeholder relationship managementSupplier relationship managementSelf Management
Qualifications and Experience:
Relevant or recognised Post Matric qualification in Finance/IT or equivalentMust have experience in account management and the sale of asset based finance.3 - 5 years in a similar role
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zOTYyODAzMTk4P3NvdXJjZT1ndW10cmVl&jid=1475909&xid=3962803198
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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
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNTc5MDkxMDkyP3NvdXJjZT1ndW10cmVl&jid=1200417&xid=2579091092
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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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Ready to Elevate the Insurance Game? Join our client as a Business Partner!
Are you a visionary leader in the insurance industry, ready to embark on an exhilarating journey towards innovation, growth, and transformation? Look no further! Were seeking a dynamic and forward-thinking Business Partner to be the driving force behind our clients insurance revolution.
About our client:
Theyre not just an insurance company; theyre architects of security, guardians of dreams, and pioneers of change. Their mission? To redefine the insurance landscape with innovation, empathy, and unwavering commitment to their clients well-being.
The Role:
As a Business Partner, youll play a pivotal role in shaping the future of our company. Your responsibilities will include:
Developing and implementing a cutting-edge business strategy. ? Building and nurturing strong partnerships within the insurance ecosystem. ? Identifying emerging market trends and seizing new opportunities. ? Collaborating with cross-functional teams to drive growth. ? Innovating insurance products and services to meet evolving customer needs. ? Ensuring compliance, ethics, and a customer-centric approach. What they Offer:
A Revolutionary Vision: Be part of a company thats not just changing the game but rewriting the rulebook.
Career Growth: They believe in nurturing leaders. Your personal and professional growth is their priority.
Requirements:
Extensive experience in the insurance industry, with a strong track record of success. Strategic thinking, analytical prowess, and adaptability in a rapidly changing landscape. Exceptional interpersonal and negotiation skills. ? Leadership acumen with the ability to inspire and lead teams. ? A deep understanding of insurance regulations and compliance. Global mindset, with the ability to navigate diverse markets. Passion for innovation and a customer-first mentality.
Why our client?
Theyre not just looking for a Business Partner; theyre seeking a kindred spirit who shares their vision, values, and passion for transforming the insurance industry. They celebrate diversity, champion inclusivity, and foster an environment where innovation knows no bounds.
Ready to rewrite the future of insurance with us? Join our mission to create a safer, more secure world for all.
Join us on this exhilarating journey, and together, well craft a future where insurance is not just a safety net but a source of empowerment!
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzE2MDQ0MzQwP3NvdXJjZT1ndW10cmVl&jid=1704567&xid=3716044340
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Looking for a commercial Accountant in Durban with honours and at least 2 years experience.
A Manufacturing company is looking for a Commercial Accountant in their Durban office.
In this role you will assist the Regional Exec with cost and sales analysis and reports, prepare forecasting estimates, prepare and analyse monthly sales reports and estimates, prepare costings and maintain them on the system and assist the Regional Exec with other duties and assignments.
In order to be shortlisted, you must have:
BCom/BCompt with honours (Accounting subjects needed)
2+ years experience in an accounting environment
Manufacturing Cost Accounting will be advantageous
SAP experience
Advanced Excel and MS Office skills
Auditing experience will be beneficial
Job Reference #: KZN000254/LM
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Our client in the Financial and Insurance industry is seeking Business Development Consultants to join their team in Durban.
Candidates should be committed, driven, results-oriented advisers who are able to work on their own as well as in a team environment.
Responsibilities:
Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
Minimum requirement of 8.5 written policies per month
Maintain and update your Lead Generation Matrix on a weekly basis
Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
Sign up a minimum of 5 active lead referral agents
Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
Keep up to date and fully informed on product comparisons with opposition products
Stay abreast of MI product changes and enhancements
Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
Maintain the required dress code and professional appearance
Competencies required:
Technical Retail Acumen
Retail Sales Skills
Risk awareness
Cross selling
Experience and Qualifications:
Matric/Grade 12
FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
FAIS Regulatory Examination for Representatives (RE5)
12 CPD (continuous professional development) points
Minimum of 3 years experience in selling short-term insurance either as a broker agent or tied agent
Call centre agents are not preferred unless they have a minimum of 5 years of experience
All required regulatory exams and accreditation
One years proof of commission earnings (minimum R10 000.00 pm)
Candidate must have his own transport (CAR) and license
Were looking for someone with:
Extensive knowledge of the Short-Term Insurance Industry
Thorough understanding of the short-term insurance industry and products
Thorough understanding of business principles
Interpersonal Skills
Ability to handle conflict
Negotiation skills
Problem-solving skills
Risk Assessment and analysis
Insurance Principles and practice
Customer and Personal Service
Clerical and administrative procedures
Be professional at all times with prospects and clients
Presentation skills, both 1:1 and to groups
Ability to present professionally
Sales skills
Prospecting skills
SECTOR: Insurance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93ZWJhcHAucGxhY2VtZW50cGFydG5lci5jb20vd2kvYXBwbGljYXRpb25fZm9ybS5waHA/aWQ9c3RhZmZzb2xzJnZhY2FuY3lfcmVmPUUuTDAwMTUyMC9BSw==&jid=1781655&xid=E.L001520/AK
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Our company is looking for a Hardworking, Responsible and Reliable individual tofill in the position of a Microlending consultant.RequirementsMatricMust be computer literateExperience and Knowledge of working with bank statements will be an advantageSalary : R4420Working Hours : Monday to Friday 8am - 5pmSaturdays : 8am - 12pmKindly forward cv to lcifinancialservices.hr@gmail.com
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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
1y
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