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1
Dastile
Wealth Insure is looking for field representatives to market various funeral
insurance products. We need honest and reliable reps with excellent communication
skills as well as a clear criminal record and contactable references.
Personal
Attributes and skills needed:
Strong
Customer focus.Networking
skills.Able
to work autonomously.Strong
Planning and organisational skills.
Important
Information about the Role:
Rep
must be based in the Port Elizabeth area. Full
product training offered.Ongoing
support and assistance from back office managers.Must
be willing to be part of a team.Commission
only & incentives paid on targets when reached. All
Payments are done on a monthly basis.
Please send your CV to eugene.oosthuizen@dastilewealthinsure.co.za
2d
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Dastile
Wealth Insure is looking for experienced field representatives to market various
funeral insurance products. We are looking for people who are self-motivated
and eager to earn. Previous experience in sales is an absolute must as well as
having a valid driver’s license and reliable car. We need honest and
reliable reps with excellent communication skills with a clear criminal
record and contactable references.
Personal
Attributes and skills needed:
Strong
Customer focus.Networking
skills.Able
to work autonomously.Strong
Planning and organizational skills.
Experience
Required:
NQF
5 industry recognized qualification (minimum of 120 credits)RE 5
(preferable but not essential)No
previous financial planning experience necessary but will be beneficial.
Important
Information about the Role:
Own
vehicle is essential and non-negotiable.Rep
must be based in the Port Elizabeth area. Full
product training offered.Ongoing
support and assistance from back office managers.Must
be willing to be part of a team.Commission
only & incentives paid on targets when reached. All
Payments are done on a monthly basis.Please email CV to eugene.oosthuizen@dastilewealthinsure.co.za
3d
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Overview:
The duties of this role include ensuring ongoing maintenance and support of effective IT infrastructure, Network, Website, RIS, and PACS systems to meet business requirements in line with the IT Strategy and Company strategic objectives. This position reports to the IT Manager
Minimum Requirements:
Grade 12 / MatricCompleted Degree / Diploma in Information Technology (NQF 6 or higher) ORA+, N+, MCSE 2016 or MCITP2+ years’ experience in:
Networking, VOIP, FortiGate Firewalls, WS 2012/2016/2019 R2, DNS, AD, DHCP, DC, WSUS, Roaming Profiles, Group Policy,
Print Server, Win 10 & Win 11Exposure to Office 365 and MS Office 2016 – 2021, Enterprise Anti-Virus softwareBasic understanding of:
PRTG Network monitor, VEEAM Backup Server, ESXi 5.0/5.5. Freshdesk Ticketing System, TeamViewer and Anydesk VMWare and HyperV Configuration, Installation and Administration
Virtualization and/or FortiGate Certification (advantageous)Literacy in MS Outlook and ExcelOwn reliable and insured transport, with a valid Driver’s license; able and willing to travel
Responsibilities:
Responsible for ensuring effective quality management of the IT infrastructure, Network, Website, RIS, and PACS systemsResponsible for ensuring effective relationship building with internal and external stakeholders by participating in communication sessions and regularly follow-ups on relative IT issues and prioritiesResponsible for ensuring effective systems maintenance of IT infrastructure, Network, Website, RIS and PACS systemsReviewing data integrity, audits of data and testing systems on a continuous basisResponsible for ensuring system changes or enhancements are implemented to optimize system capabilityAbility to meet deadlinesEnsuring user efficiency by educating and training users on all IT systemsGeneral PACS Administration tasks on a day-to-day basisAny ad-hoc duties
Position Specific Requirements:
Able to work overtime, afterhours, weekends, public holidays and be on a weekly call (due to the industry / sector)Able and willing to travel
(Knowledge, skills and attributes) Competencies:
Problem-solving, analysis and judgementFocused, Confident and energeticVerbal and written communicationWork under immense pressurePunctual and Ethical behaviourSelf-motivated and Time ManagementSolid and Logical troubleshooting skillsQuick Customer responsivenessOrganizational awarenessAbility to multitask an...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zOTc1MTUzNDY/c291cmNlPWd1bXRyZWU=&jid=1751291&xid=397515346
4d
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(6 MONTH FIXED TERM CONTRACT)
Degree in Actuarial ScienceWe are flexible on experience; therefore, we will consider candidates with minimal work experience (preferably from Financial Services or Insurance Industry – added advantageous)We are looking for someone who is very eager and willing to learn (ideal person must be willing to learn and receive constructive feedback)Should the person have experience or a good understanding of IFRS-17 requirements, would be an added bonusWe are seeking someone who is either immediately available or with short notice
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNTA2NzI5Mj9zb3VyY2U9Z3VtdHJlZQ==&jid=1103785&xid=35067292
4d
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Group Compliance Manager – R1,2 million - Rosebank
This financial company is seeking a Group Compliance manager.
The ideal candidate will have:
LLB, BCom Honours or relevant Risk Management related Degree or equivalent. Affiliation to a Compliance Body is advantageous.7 Years + working in a Compliance environment and/or managing/leading a Compliance team preferably in the Financial Services sector (Banking, Fintech). Insurance compliance experience is advantageous.7 years plus experienceThe group compliance manager will be responsible for Providing a strategic direction to the organisation on compliance related matters;Proactively advise and guide the business on existing and emerging regulatory compliance requirements for the entire organisation;Develop, roll-out and monitor the implementation of the Risk Management and Compliance (RMCP) program;
If you are interested in this role send me your Cv to marinda@prrrecruitment.co.za to discuss the role more in detail.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xOTkxOTcwNjQwP3NvdXJjZT1ndW10cmVl&jid=1489900&xid=1991970640
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Responsibilities:
Collection of information from prospective clientSetting up of and attendance to appointments with the Financial AdvisorRequesting quotations from panel of insurersEnsure rates and quotations are competitive or negotiate lower rates (on instruction from financial advisor)Quotations loaded to CIMSUpdating and save notes on CIMS and Sales RegisterTyping up of comparative quote sheetsIdentify cross-selling/up-selling opportunities not yet identifiedPreparing of files with applicable paperworkPre-populating documentation necessary to issue new businessEnsure all FICA documentation is on fileEnsure detailed minutes of the meeting recorded in writing in order to draft a thoroughClient Advice Record upon return to the officeEnsure that all client instructions are noted for future referenceEnsure that documentation in need of completion and signatures are completed by the client prior to conclusion of the meetingTyping up of new business instructions and renewal notes and changes where applicable and sending this through to the applicable box to be processed by the Underwriting DepartmentObtaining outstanding info, where applicableCleaning up file and ensuring all in order for processing by the Underwriting DepartmentAny and all other tasks assigned by the broker in respect of the clientUpdating CIMS and save notes and all client correspondence on CIMSUpdating the relevant registers (Sales, New Business, Renewals etc.)Managing and taking control of all renewals to ensure renewal deadlines are metInitiate renewal process 3 months in advance and liaise with Underwriter / financial advisorIdentify Risk on all policies and make recommendations to financial advisorAssist Retentions team by sourcing alternative quotations, comparisons of alternative quotations and reviewing the recommendations made to the client, conducting exit interviews where applicableAttending to ad hoc special projects as and when requiredAttending to projects related to upsell further product offeringsAll other reasonable duties that might be assigned from time to time
Education/ Experience:
Grade 12 qualificationAfrikaans Speaking (Advantageous) but with an excellent command of the English language.RE5 Examination advantageousMinimum of 3 years’ administrative experience in a BrokerageDriver’s License essentialBasic Short Term insurance knowledge essentialShort Term Insurance Qualification / Life Insurance Qualification will be advantageousMinimum of 2 years’ experience dealing with Short Term Insuran...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjMzNzM4MDI1P3NvdXJjZT1ndW10cmVl&jid=1617821&xid=2633738025
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Business Development Executive - Ignite Growth in the Insurance Realm!
Are you ready to blaze a trail in the insurance industry? Our client is seeking a dynamic Business Development Executive with a passion for driving growth and expanding horizons.
About Our Client: Our client is a trailblazer in the insurance sector, known for innovation and excellence. Theyre on the lookout for a Business Development Executive who can take their success to new heights.
Key Responsibilities:
Architect of Growth Strategies: Devise and implement creative business development strategies to drive revenue, expand market share, and seize new opportunities.
Client Alchemist: Forge strong relationships with clients, brokers, and partners to uncover new business prospects and foster long-term partnerships.
Market Navigator: Stay ahead of industry trends and market shifts, identifying areas for potential growth and innovation.
Collaborative Maestro: Work closely with cross-functional teams to ensure seamless execution of business development initiatives.
Qualifications:
Bachelors degree in Business, Marketing, or a related field.Proven experience in business development within the insurance industry.Strategic thinker with a track record of driving revenue growth.Excellent communication and interpersonal skills.Strong analytical and problem-solving abilities.Minimum 7 years short-term insurance with 5 of the 7 years in a commercial sales and service capacity in a broking environment.MatricLevel 4 FETC Short-term Insurance QualificationPassed FAIS Regulatory ExamHigher Certificate in InsurancePost matric qualification is an advantage (BComm Risk/Accounting, BBA)
Perks and Benefits:
Competitive salary and performance-based bonuses.Health and wellness benefits.Opportunities for professional development and advancement.A vibrant and collaborative work environment.
How to Apply:
Join us in revolutionizing the insurance industry! Your expertise will be the spark that ignites our clients growth. Apply today and lets set the industry ablaze together! (This role is based in EAST LONDON, South Africa)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMDY5NjkzNDQzP3NvdXJjZT1ndW10cmVl&jid=1737673&xid=1069693443
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Purpose:
This is a combined sales and service position, whose primary function is to provide quality service to clients and to cross-sell within the existing book of business. The Commercial Lines Underwriter will be the day-to-day liaison between insurance companies and their designated accounts. The Commercial Lines Underwriter will manage and control the relationships with their clients.
Main job tasks and responsibilities:
The Commercial Lines Underwriter must have experience in commercial lines insurance. As needed, they will co-ordinate and defer to the manager, marketing staff and insurers on strategic account issues and potential problems.
Daily servicing of clients will include but is not limited to:
Addressing various coverage issuesContract analysisExposure analysisAll endorsement activityRoutine coverage questionsProblem solvingAccount renewal control in combination with the marketing staffChecking and binding policiesAll other reasonable duties that might be assigned to the employee.
General Client Management:
Build and maintain constructive and effective relationships with clients by meeting and exceeding expectationsProvide consistent, accurate, timely and pertinent communication to clients through “constant touch”, phone calls, e-mails etc.Respond to client inquiries/issues within the established timelinesResolve/assist with any service or claims queriesAssist the marketing staff in the compilation of insurance portfolios for clientsAssist clients in making appropriate coverage changes; make each contact a marketing opportunityInform and educate clients about coverage, exclusions and exposures; document electronic files accordinglyAssist clients by helping to devise means to mitigate risks e.g. additional security measuresUpdate Growth Charts after the completion of all/any financial transactions
Follow up on survey requirements:
Manage their diaryRespond to clients’ needs by producing certificates, policies and other related items accurately and on timeMonitor and review client satisfactionMaintain up to date records of communication with clients
Renewals:
On receipt of the monthly renewal list from their Team Leader, assist the Account Executive to market, negotiate, prepare and analyse alternative renewal optionsWhere applicable, on receipt of complete renewal instructions from the Account Executive proceed with the renewal processWhere the Account Executive indicates they do not requi...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNzMzNTEwNjY2P3NvdXJjZT1ndW10cmVl&jid=1617822&xid=1733510666
4d
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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=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zOTU5OTE5NjY5P3NvdXJjZT1ndW10cmVl&jid=1497800&xid=3959919669
4d
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Our client in the Insurance Industry based in Port Elizabeth is currently looking to employ a Clinical Hospital Pre-Authorisation Service Agent.
An awesome career opportunity awaits!
Requirements:
Grade 12 Certificate – Essential.Degree or Diploma in General Nursing – Essential.Valid South African Nursing Council Registration – Essential.MS Office Suite Experience – Essential.2 - 3 Years experience in a private hospital – Essential.Relevant experience in a call centre environment – Advantageous.Exposure to claims and ICD-10 coding – Advantageous.Understanding of the Medical Scheme Industry – Advantageous.
Responsibilities:
Pre-authorisation of all in-hospital procedures for applicable schemes, according to CRM protocols, telephonically and via email.Pre-authorisation of all specialised radiology for all schemes, according to CRM protocols.Pre-authorisation of all medical appliances and oxygen for all schemes.Assistance with clinical related queries and escalations where applicable.Presenting of complicated cases at clinical meetings when required.Accurate and comprehensive recording of notes on the system.Rotational filing of audit reports.Running of daily reports and distribution to the applicable case managers.Accurately resolve client queries and ensure excellent client service.Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.Demonstrate exemplary team behaviour through personal involvement, commitment and dedication in support of organisational values.Be part of a culture that directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.Identify own growth and development needs and discuss interventions to enable ongoing development, training and personal growth.Deal with ambiguity, uncertainty and provide perspective in difficult situations.
Please note should you not receive a response within two weeks of applying please consider your application unsuccessful.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzE1MDI1ODk5P3NvdXJjZT1ndW10cmVl&jid=1489639&xid=3315025899
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Our client in the Security Industry based in Port Elizabeth is currently looking to employ a Marketing Coordinator.
An awesome career opportunity awaits!
Requirements:
Relevant experience and qualifications for a Marketing Coordinator are required.
Responsibilities:
To manage various channels to generate demand for new sales, and to provide assistance to the marketing team where necessary.
Dealership project:
Manage performance of dealers contracted to the company.Ensure pre-determined monthly and quarterly targets are achieved.Provide dealers with necessary marketing resources to assist in the success of the project.Manage dealers’ monthly payments or commission in line with payroll requirements.Consistently report all progress to the Marketing Manager and Executive.
Loyalty programme:
Manage loyalty programme to ensure growth of new business.Establish and maintain healthy relationships with members of the loyalty programme.Manage loyalty members commission or loyalty status in line with payroll requirements.Ensure the growth of the programme through the creation of new relationships with stakeholders to become part of the loyalty programme in line with pre-determined targets and strategies.Ensure loyalty programme members are constantly trained on new products and offers.Consistently report all progress to the Marketing Manager and Executive.
Internal commission management:
Manage and submit internal staff and armed response commission claims.Ensure growth of demand generation from staff and armed response as a lead source.Constantly evaluate new methods on motivating staff and armed response to generate leads.Generate creative rewards systems for staff and armed response lead generation.
External supplier lead generation:
Manage grow demand generation channels from external suppliers – Including (but not limited to) estate agents, insurance brokers, external social media managers, influencers, etc.Create strategies to maximize demand from external demand suppliers in line with pre-determined targets.Ensure external demand suppliers are constantly trained on new products and offers.
Relevant marketing support:
Provide required support to the rest of the team when and where needed.
Please note should you not receive a response within two weeks of applying please consider your application unsuccessful.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTU5MDc5MDk2P3NvdXJjZT1ndW10cmVl&jid=1480336&xid=4159079096
4d
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Our client in the Financial Services industry is seeking an experienced, seasoned and mature Paraplanner to join their dynamic team in Port Elizabeth.
Requirements:
Relevant Insurance qualification preferable.FAIS Regulatory Exam (RE5).At least 5-7 years relevant experience.Computer literate.Very well-presented and professional.Very well-spoken/excellent communication skills.Exceptional writing skills/ability to communicate professionally via email.Strong organizational skills and attention to detail.
Responsibilities:
Attending client meetings with Financial Planners as required.Supporting the Financial Planner(s) in research and analysis to meet Client needs and objectives.The technical aspects of preparing for Client meetings, including:
Researching products to support recommendations.Compiling financial planning recommendations and suitability reports.Recording of client data.
Supporting the Financial Planner(s) in preparing Client financial plans and suitability reports.
Solutions – construction of financial planning solutions (investment, retirement, tax and estate planning).Reviews – preparation of client reviews, investment performance reviews and production of supporting reports, discussion documents.
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets.
Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
Managing the research and analysis of financial products to meet Client requirements.Managing the presentation of technical data to the Financial Planner(s).Managing the preparation of Client Financial Plans and Suitability Reports.FSCA related and other regulatory issues.Any changes to the FSCA rules.Promoting the profile of the business within the profession and wider communities.Relationship Building- liaison with clients by telephone, letter, email and attending meetings when required.Continuous professional development to meet regulatory requirements and personal development needs.Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.Assisting the Financial Planner(s) with Client presentations and any other activities as agreed.Overseeing the provision of administration functions to meet regulatory compliance requirements.Individual workflow and task delivery within deadlines provided.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTkyNjgwNzc/c291cmNlPWd1bXRyZWU=&jid=1475914&xid=419268077
4d
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Port Elizabeth - Our client is seeking a highly experienced data capturer to assist with an overflow of work. Must be proficient in MS Office and have worked on in-house systemsProficient in English and AfrikaansOwn transport preferredKnowledge of the insurance industry will be an advantage.Company DescriptionInsurance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ3NTI4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178825&xid=1266_47528
2y
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A dynamic and leading Financial Services and Insurance Company is currently looking to employ a Claims Handler. PURPOSE OF THE FUNCTION Management of Claims Portfolio, working closely with Insurance Brokers and Service Providers in respect of the Claims portfolio assigned, whilst ensuring that claims assigned are dealt with in accordance with regulatory and legislative requirements and operational standards. MINIMUM REQUIREMENTS Full relevant qualification.Representative requirements & Fit & Proper Requirements (FSCA).Must currently be on the employers rep register.At least 5 years’ experience in claims, dealing with personal and commercial claims. MAIN RESPONSIBILITIES Day-to-day Claims Management.Maintain a pro-active claims portfolio.Manage claims on a pro-active day-to-day procedure in accordance with the Claims Standard Operation Procedure and in accordance with the Regulatory Requirements and Legislation applicable.Ensure that the claim is handled in the most cost-effective manner.Ensure diary management is up to date on a daily basis.Ensure Complaints are dealt with and resolved in an efficient manner.Make recommendations to Claims Manager on streamlining of claims procedures and reducing risks associated.Satisfy client needs.Claims are processed within the specified protocol time limits.All incoming mail must be screened daily and appropriate action to be taken.Provide recommendations to underwriting as noted from risk on claim.Ensure efficient communication across departments to advise u/w department of risks.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzQ5NzY0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178465&xid=1108_49764
2y
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Portfolio Officer-University of Fort HareNegotiable Cost To Company (Market related, Negotiable) Opportunity Available!! Our client in the Property Sector is looking to employ a Portfolio Officer to join their team in East London. Job Description: Ensure the efficient and effective administration and management of owner and Trustees relationships: Ensure all records are kept up to date including owners’ details, Management Agreements, minute books, fire certificate renewals, insurance policies etc.Arrange, attend, minute all relevant HOA and BC Meetings and execute instructions and distribute minutes timeously from said meetings.Attend to any action items coming out of complex meetings.Assist with the signing of debit order forms and levy recoveriesAttend to owner queries providing an efficient serviceEnsure the efficient and effective administration and management of related processes: Prepare annual budgets for all HOA and BCAssist with the preparation of the Annual Financial Statements for all HOA and BCEnsure adequate property insurance in place and oversee the submission and management of insurance claimsOversee the preparation of levy clearance certificates and sign off on change of ownerships on MDASign-off of invoices for processing and paymentPrepare for and run billing raising utility charges where requiredOversee the management of utility accounts and any related tasks for complexes under managementUndertake credit control within complexes under management and manage the handover process. Annual budgets compiled timeously, and approval process carried outPreparing relevant documents for AFSAdequate insurance cover in place.Insurance claims submitted.Levy clearance certificates issued.Invoices signed off for processing and paymentMonthly billing run and statements sent to owners.Utility accounts managed effectively.Effective credit control.Review monthly results and ensure regular and accurate reporting to all relevant stakeholders / Trustees. Prepare and distribute a monthly report to Trustees.Distribute monthly management accounts to all BC and HOA within deadline dateEffective property management of complexes ensuring complex wellness: Regular site visits and management of SLA’sOversee the appointment and performance of service providers, ensure expenditure in line with budgetOversee the management of ad-hoc service providers.Oversee that maintenance issues are recorded, and works-orders openedEnsure expenditure of work orders issued are in line with budgets.Oversee complex upkeepCyclic complex visits and report on wellness.Financial Risk Management:Oversee municipal related processes, comparing charges to the budgetPrepare budgets and authorize expenditure for the departmentAnalyse and formulate responses to all risks associated with the regionPerform all duties, within your vocational abilities, as requestedCarry out any other ad hoc duties as and when required by management.Liaise with different personnel, as is required, to preve
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18yMDc2XzEwNjI4NV9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1407234&xid=2076_106285
1y
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Wealth Manager - Port Elizabeth Job Title Wealth ManagerDLocation Port ElizabethEmployment PermanentPosition in the organisation Reports to:PE Branch Administration Manager.Job objective The Wealth Manager is responsible for:• Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;• Support to Wealth Planners in terms of generating new business and preparing proposals to new and existing clientsDuties:1. Client Portfolio Reviews1.1 Research performance of client portfolios and prepare Reviews in accordance with company policy and standards;1.2 Conduct Client Reviews and ensure that Review Reports are submitted in accordance with company policy;2. Servicing of Existing Clients2.1 Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios i.r.o. risk, market trends, investment performance, benchmarks, insured values, etc.;2.2 Process and implement instructions from clients i.r.o.: Switches, Repurchases, Maturities, Surrenders, Sect 14 and Sec 37 transfers;2.3 Attend to and resolve clients’ concerns, queries, requests and complaints regarding their portfolios;2.4 Opening of CCM Accounts and authorisation of payments;2.5 Assist Clients in general Tax matters as well as obtaining Tax certificates, etc.;2.6 Assist Clients with the preparation and signing of Wills and execution of estates, in association with the executor.2.7 Ensure that the principles of the TCF Policy are applied in all interactions with clients.3. Generating New Business 3.1 Pro-actively identify new business opportunities and market the range of services and products offered by the EFG;3.2 Compilation of proposals for, and Implementation of instructions from clients4. Leadership & Support to Wealth Team 4.1 Mentoring and Supervision of Junior Wealth Managers to ensure Supervision and other legal compliance requirements4.2 Identify training requirements of Wealth Team and ensure training is conducted4.3 Quality control of work outputs of Wealth Managers to ensure high standards of client service and portfolio management4.4 Liaison with Service Providers to resolve problems in client service5. General Administration5.1 Recording of all client interaction upon completion of such interaction;5.2 Maintain and update client records and database including static data;5.3 Ensure compliance with FICA and FAIS legislation;Job Evaluation Criteria’s Formal Education:• BCom• Post Graduation Diploma in Financial Planning• CFP accreditation would be advantageous• RE Examinations completedExperience:• 5 years in a Wealth Management roleCore Requirements:Must be able to travel to meet with clientsMust have own reliable transportMust be able to communicate professionally in Afrikaans & EnglishCompetencies:Knowledge:• Proficient in Microsoft Office (Word, Exel, Powerpoint, Outlook, Teams etc.)• Experience in Wealth Planning & Wealth Managers systems would be advantageous (i.e. Xplan
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUzNzc4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1202098&xid=1266_53778
2y
We are an Autobody repair business in Uitenhage. We are seeking a vibrant female/male preferably caucasion which speaks Afrikaans and English. Individual will be trained and required to approach businesses, brokers and insurance companies for allocations. 5% COMMISION PLUS BASE SALARY dependent on contacts within the industry and experience. Once promoting is complete , indivual will join the office staff with day to day duties. Please email a picture and CV to admin@southcitymotors.orgor whatsapp the required to 0-7-2-8-9-7-3-7-5-0
10d
Restaurant manager with good kitchen knowledge required.Must have proven experience in the industry for both front and back of house.We are looking for someone who is "hands on" and does not need constant supervision in order to get the job done.Must be able to run a busy restaurant and be a leader to the staff in all relevant departments ( kitchen, pizza section, sushi, barista & cocktails ) as well as insure excellent customer service in front of house to our patrons who visit the restaurant.This job involves working restaurant hours which include weekends and public holidays.Own reliable transport is essential. Coming from a strong chef background would be favorable to this position.Please only apply if you have the necessary experience as requested for this position.Send your c.v to jbeen0004@gmail.com
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Senior Construction Estimator - Port Elizabeth enior Estimators accurately estimate the cost, time, materials, labour, and equipment required for a construction project. They perform cost analyses, determine the duration of a project, procure vendors and subcontractors, and ensure that resources are managed and deadlines are met.Roles and Responsibilities• Analyze drawings and specifications.• Understand contractual terms and conditions.• Assemble accurate and well organized estimates and proposals in a timely manner for Stipulated Price, Design-Build and Construction/Project Management formatted projects.• Provide clear detailed quantity take offs.• Organize sub-contractors quotations, negotiate to insure quotes meet contract documents and issue proper documented purchase orders.• Complete Budgeting and Scheduling for projects and track same. Monitor progress, requisition change orders and identify any potential risks.• Maintain relationships with sub-contractors and clients.• Insure site personnel are provided with proper documentation related to project.• Work with and deal with concerns of field personnel.• Provide and maintain unit pricing and database for material and labour costing.• Formulate cost break down from estimates and for project progress.• Meet with potential clients to discuss options for proposed services.Qualifications and Experience• Previous experience estimating projects into the $ 5 million range.• Experience in the ICI building sectors of the construction industry.• Experience with estimating software and spreadsheet design.• Ability to use CAD programs.• Exceptional communication skills.• Graduate from recognized engineering, architectural or construction management program is an asset.• Minimum 3 years’ experience working in the construction field in similar or related position.• Bachelor/Diploma in Construction or related similar fieldWork Environment• Ability to work in an office and in the field in a fast paced environment with variable working hours.• Enjoy various challenges with a multitasked position from sales through to the completion of a building project.• Ideal candidate will have the desire, ability and ambition to work their way up to an executive management position within the firm.Package• Salary Dependent on Experience• Contractual Position based on project outlay• Available immediately for interviewsIf you think you have got what it takes then we would love to hear from you. Kindly forward your updated CV with a clear face photo and 3 of the most recent contactable references.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQzNjE5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1158399&xid=1266_43619
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The Role: Are you passionate about customer service?Are you solutions driven? Are you a good listener?Are you a problem solver?Do you have excellent communication skills? If you answered yes to all the above, we want to hear from you! (Altron People Solutionsâ?? Business Process Outsourcing (BPO) and Customer Experience Technology (CXTech) business has been acquired by iSON Xperiences, a global organisation with headquarters in Dubai which is looking to expand their African footprint.) iSON Xperiences is looking for customer driven individuals to join our team of successful contact Centre agents on a Part Time Basis.Our agents support customers both locally and internationally for our clients in the Telecommunications; Broadcasting; Insurance; Banking; Retail and government Sectors.Our part time agents will work 4- 5 hour core shifts, shifts between 6pm to 10 pm.If you are successful after moving through our selection process (Interviews; Assessments etc.) iSON xperiences will give you the opportunity to join our world class team. Where you will have access to the following:In depth training and guidance for the respective line of businessContinuous opportunities for training and development (i.e., Leadership development; soft skills; financial)Career growth opportunities within the contact CentreRewards and recognition (Awards) for meeting performance criteria setOpportunity to join an employer centric organizationOpportunity to join a global award-winning organizationSkills and Experience: To be considered for opportunities within iSON xperiences you will need to meet the following criteria:Minimum Grade 12/MatricDiploma/Degree highly advantageousA drive to provide excellent Customer Service/Customer FocusedExcellent communication skillsExcellent ListenerProblem SolverTech SavvyA willingness to learn and grow
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzUwODc2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1185057&xid=1108_50876
2y
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