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The following education, experience and and langauge skills:B.Com-degree or Post Graduate Diploma in Financial Planning;FAIS Accredited (NQF Level 7 or higher);RE5;CFP;At least 7 years experience in the Employee Benefits industry in a consultancy role;Excellent writing skills;Verbal and written communication in English and Afrikaans, at all levels;will enable you to:Duties:Financial:Maintain existing client base.Ensure services offered to clients are cost-effective and profitable.Identify new business opportunities and the decision makers within the client organization and partner with the new business manager on these opportunities to ensure success.Promote cross-selling initiatives within the Group.Identify growth, new business, and cross-selling opportunities within the existing client base.Manage costs within your control, including costs relating to travel, accommodation, telephone, and printing.Notify and get approval from Principal Consultant and the Finance Department for expenses to be incurred.Notify the Principal Consultant and the compliance officer on errors/omissions that may lead to company being held accountable.Administration:Monitor and report on new business, operations, and profitability.Liaise with EFBC management to address any issues.Implement management decisions, ensure roll-out, and that decisions are actioned.Relationship Management:Build and maintain strong relationships with decision-makers and primary client contacts at multiple levels.Identify prospects and build relationships with prospects decision-makers.Build and maintain strong relationships with staff of other divisions within the Group.Build key relationships with all service providers (i.e. administrators, insurers, individual advisors, etc.), distribution partners, and target market.Clients and consulting:Proactively manage client expectations, maintain strong relationships, and remain client focused at all times.Prepare and present proposals to a clients current retirement fund and/or risk benefits that could affect them as an employer as well as their employees.Provide advice to the Trustees and/or Employer pertaining to benefits, legislation, and pending changes that could impact the retirement fund and/or group risk scheme.Proposals and advice to be peer-reviewed by a Principal Consultant or Head of Consulting.Ensure that the clients retirement fund and group risk arrangements remain competitive, cost-effective, and appropriate for the client and the profile of employees.Negotiate on behalf of Trustees/Employers/Members with service providers.Plan and implement member sessions with the allocated Wealth Advisor.Monitor and ensure the resolution of client queries.Compile reports i.e. trustee reports, market review feedback, etc.Achieve agreed new business targets.Compliance to Internal ProcessesActively share information with other team members regarding successes, issues, trends, and ideas.Develop strong relationships with all internal colleagues and ext
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzE4NTc2OV9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1787030&xid=1109_185769
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Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a Financial Advisor to join their team.
Job Purpose:
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients.
Responsibilities:
Sales Opportunities Creation
• Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and Business Insurance opportunities Customer Needs Clarification
• Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyses complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice Sell Customer Propositions
• Identify the products or services that best meet the customers stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale Customer Onboarding
• Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points Performance Management
• Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance Customer Relationships Development
• Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships
• Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response Client Customer Management (External)
• Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty Client Document Management
• Create and ensure compliance with a companywide document management system Operational Compliance
• Develop knowledge and understanding of the organizations policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to t...Job Reference #: 202627
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Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial advisors to be based in Roodepoort. Company offers the following:ü Provision of office space and full infrastructure for financial advisorsü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanismsü Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft accessü Access to business coaching and client advice supportü Assistance with practice managementü Training support, i.e. technical and soft skills trainingü Access to an effective lead generation systems and trainingü Support with succession planningü Support with unlocking of equity from adviser practices Output/Core Tasks:ü Establish long-term relationships with clientsü Financial planning for clientsü Focus on identifying client needs and then offer suitable financial solutionsü Provide excellent service orientation and frequent contact with clients Requirements:Matric or NQF4 equivalent certification (Essential)Tertiary Certificate and or Degree (Essential)Financial qualification and or RE5 accredited (Beneficial)Drivers license with own vehicle (Essential)Sales Experience and Skills (Essential)1 year financial industry experience (Beneficial)Latest 6 Months commissions statements (Beneficial) Remuneration and benefits:Choice of different Sanlam adviser contractsUp to 90% commissionVesting Bonuses for the first 2 yearsPerformance Bonus (13th cheque) in DecemberAssistance with the purchase of technology equipmentMembership of Pension Funds and Group Life SchemesInitial and ongoing training via Sanlams AcademySupport with industry related qualificationsAccess to mobile nurses and doctors for client medicalsAccess to Sales Consultants who can assist with client projects, database segmentation, product advice etc.Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs etc.Compliance supportMarketing supportAccess to Legal advisorsFinancial planning toolsTraining Allowances offered for Graduate Advisors R5000 R8000 over the first 3 months onlySalary offers to Qualified and Experienced Advisors R8000 R20000pm (Depending on track record)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzE4NTYyOF9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1786784&xid=1109_185628
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Our Client a Global Tech firm is seeking an Operational Technology Architect to join their team in Rosebank (1 day a week remote and required to work with Australia and USA time zones for some meetings so flexi time will apply to those days to ensure workday hours are not exceeded)Note this is a non-SAP, the stacks will be dependent on the discipline/function.The role is accountable for developing Architecture within Digital Technology (DT) across the Operational Technology (OT) domain. This roles purpose is to select new technologies and the effective design of platforms to achieve the required business value via sound architecture principles.Scale: True global reach, interactions covering all levels (including executive levels), delivery of value with $4 of Ms of potential outcome. Responsible for developing common architecture consisting of information, data, application, and technology architecture layers for effectively and efficiently realizing enterprise and OT strategies by creating key models and practices that describe the baseline and target architectures.Key Roles and Responsibilities:Full technology solutions architecture lifecycle, including requirements-gathering, vendor selection, design, costing, and non-functional optionalityFormidable team working skills across matrixed client, supplier, and geographically dispersed virtual teamsExperience in the effective and efficient operation of IT / OT infrastructure and applications services in multi-national companiesExperience in delivery that includes the use of external supplier and offshore resourcesExperience in the development of technology and system strategies and roadmaps to address business strategy.Experience in the development of effective standards and policies governing IT / OT matters.Experience in engaging with a wide range of stakeholders across a culturally and geographically diverse organization.Proven business and financial acumen.Experience in the mentoring and development of staff members.Participate in the global process to manage new technology ideas and demands, providing research, analysis, design review and recommendations to leadership.Provide design support to projects and business groups to ensure efficient and safe technology architectures are delivered.Proactively managing global leader stakeholders in a matrixed organization; developing a trusted advisor and teaming approach.Collaborating with the team to identify, select and implement appropriate solutions.Monitor and research emerging innovation with a view to determining functionality that may provide business value Knowledge, Skills and Attributes:Skilled in vertical, applications and business design process lead architect that brings together client and multi-domain (tech and geo)Have a broad level of knowledge across Enterprise Architecture, Managed Services, Service Management consulting, and multiple solutions areas (Business Units), and across domains, delivery units, and geographiesUnderstand,
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzE3OTgzM19fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1781858&xid=1108_179833
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Business Consultant
Position: Full time, Hybrid (Office based)
Location: Johannesburg
Please send your latest CV to Michelle - kindo.m@abcworldwide.com
COMPANY PROFILE
Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market.
They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary.
About the role
This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa.
Key Responsibilities
Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influences in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of inquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness
Core Competencies
Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDY4MzA4MTM/c291cmNlPWd1bXRyZWU=&jid=1545840&xid=246830813
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Business Consultant
Position: Full time, Hybrid (Office based)
Location: Pretoria
Please send your latest CV to Michelle - kindo.m@abcworldwide.com
COMPANY PROFILE
Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market.
They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary.
About the role
This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa.
Key Responsibilities
Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness
Core Competencies
Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands and helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzc3NzQ4NzYxP3NvdXJjZT1ndW10cmVl&jid=1545838&xid=2777748761
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Responsible for ensuring that the organisation complies with standard financial and legal practice and maintains high standards of corporate governance. The individual will be required to provide efficient management for the facilitation of Board meetings, efficient administration and recordkeeping, advising and overall management of the Boards activities. This includes ensuring compliance with statutory and regulatory requirement, ensuring that the decisions of the Board are implemented and advising and directing the Board members of their legal responsibilities.
Key responsibilities include:
Arranging and managing all Board and Sub-Committee meetings of the Board.Providing proactive support to the Chairperson of the Board and the various Chairs in the sub-committees of the Board, acting in dose cooperation to ensure efficient agenda and meeting preparation and execution.Contribute meaningfully to discussions and act responsibly in advising and reminding the various Board members of the legal, financial and tax implications of proposals.Collate and present information in a logical form so as to enable Board members to make effective decisions.Direct the business affairs by implementing the decisions of the Board to ensure optimal performance and service level standards.Optimise performance and long-term suitability by channeling communication to the chairperson of the Board.Ensure that the Board Committee Charters and Terms of Reference are kept up to date.Act as a central source of guidance and advice to the Board on matters of good governance and changes in legislation.Act as a direct channel of communication to the Chairperson of the Board.Be responsible for proper compilation/timely circulation of Board papers for Board and the various sub-committees.Liaise with with the various Chairs on the timing/frequency of meetings.Liaise with the Chairperson of the Board/CEO regarding yearly work plans.Provide responses/feedback to specific agenda items/matters.Ensure proper recording, approval and circulation of minutes.Liaise with Attorneys, Legal Advisors and all relevant stakeholders on litigation and legal-related matters as legislatively required.Assist and advise the Board on risk management by establishing metrics to monitor and evaluate the organisation-wide risk responsibilities.Assist with the induction, orientation, ongoing training and education of the Board.Ensure sound management, business practice and performance in terms of organisational strategic plans.Draft and finalise commercial agreements and contracts as instructed by the Board of Directors and/or the CEO.Report on financial matters and interests affecting the entity, meeting legislative requirements and reporting on the Companys legislative comp...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83NzQ1OTE1MDA/c291cmNlPWd1bXRyZWU=&jid=1749175&xid=774591500
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Our client in the financial sector based in Johannesburg (Sandton), is currently looking to employ an experienced Business Development / Sales and Marketing Manager (Investments and Wealth Management).
An awesome career opportunity awaits.
Requirements:
A bachelor’s degree, or similar, in Commerce, Finance, Investment Management or Sales and Marketing.Experience in the financial services industry is a pre-requisite with 5 years min experience.Any other formal commercial and marketing qualification and/or certificates will be helpful.Business Development and Sales led Marketing Experience – Mid Management level.Financial Services (Investments & Advisory/Wealth Management).Client Experience Marketing, Sales Led Activation, Digital Marketing, and Communication.A relevant tertiary qualification is required with a commerce degree being a pre-requisite. (B Comm).A qualification in Financial Planning or Investment Asset Management (CFP OR CFA) is a distinct advantage.Appropriate tertiary qualification such as that of a B. Comm or similar.Experience in Financial Planning (Certified Financial Planner would be a benefit).
Responsibilities and Expectations:
Developing, activating, and executing on BDM resources, targets, and strategies.Identify business development opportunities across Advisor practices.Driving and coordinating programmers to enable Advisor Partners to convert their businesses into the desired approved models and solutions.Growing AUM across the Partnerships.Manage the alignment and expectation management with the regional Partner Directors.Identifying and developing client opportunities in practices by looking at opportunities in each Advisors client database.Drive business development marketing activation including events and communication.Formulate marketing and sales strategies to achieve defined targets.Ownership and scheduling of activation events (with Marketing) designed to stimulate AUM growth in regions to clients and referral base and co-ordinate with Regional PD’s for Partnership Buy-in and Client Invite process.Put into place programs for training and development of BDM’s to enhance skills to improve adoption of our Approved Advice Programs.Serve as the custodian of the company solutions in support of our approved advice framework.Set Annual Advisory model and BDM budgets.Set incentives to drive adoption of Approved Models.Lead the annual Marketing Activation Calendar.Lead the Communications objectives to enable commercial objectives.Manage BDM’s to Production objecti...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTk5NjM1MTg1P3NvdXJjZT1ndW10cmVl&jid=1479636&xid=2199635185
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Introducing the Ultimate Wealth Management / Financial Adviser Opportunity
Are you ready to embark on a career where you can connect with High Net Worth Individuals and offer expert advice in the Short Term Insurance space? If youre nodding your head in agreement, keep reading because this opportunity might just be your next big step!
Our Client believes in the power of seamless client engagement. While the virtual world offers convenience, we understand that sometimes nothing beats a face-to-face connection. Thats why were looking for a dynamic individual who can blend the best of both worlds.
To thrive in this role, youll need to have the freedom to travel and connect with clients when necessary. A valid drivers license and access to your own transport are essential prerequisites.
The Big Questions
Have you been engaging with High Net Worth Individuals?? Can you offer expert advice in the Short Term Insurance space?? Do you hold the coveted RE5 and possess FAIS 120 credits?
If your answer is a resounding YES to these questions, then youre the kind of professional were looking for.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS85MDk1MTYwNjg/c291cmNlPWd1bXRyZWU=&jid=1640273&xid=909516068
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My client in the Short Term Insurance is looking for a Broker
Minimum requirements for successful candidates:
MatricFull qualification (NQF4) Short-term insurance - Commercial and Personal lines.Successfully completed the class business examSuccessfully completed the RE5 examCurrently registered with the Financial Sector Conduct Authority as a full representative2+ years, of experience as a representative rendering Financial Advice and Intermediary servicesMust be computer literate on a basic intermediary level on Microsoft softwareMust have excellent negotiation and presentation skills and possesses the ability to close dealsMust have high initiative and entrepreneurial skills and must be able to work independentlyOwn transport and a cell phone are mandatoryAFRIKAANS & ENGLISH First Language ESS
Responsibilities will be, but are not limited to:
Prospection and closing of new businessMaintaining existing businessTo have a holistic approach to financial adviceEstablishing and defining a professional relationship with clienteleAnalysing and evaluating current insurance policies and cover informationDeveloping and presenting recommendations and/or alternatives to clienteleThe implementation of recommendationsThe monitoring and maintaining of clients short-term insurance portfolios
The remuneration and value proposition are to be compiled in collaboration with each successful individual advisor.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTIwNTAwNjM1P3NvdXJjZT1ndW10cmVl&jid=1289282&xid=4120500635
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My client in the Short Term Insurance is looking for a Broker
Minimum requirements for successful candidates:
MatricFull qualification (NQF4) Short-term insurance - Commercial and Personal lines.Successfully completed the class business examSuccessfully completed the RE5 examCurrently registered with the Financial Sector Conduct Authority as a full representative2+ years, of experience as a representative rendering Financial Advice and Intermediary servicesMust be computer literate on a basic intermediary level on Microsoft softwareMust have excellent negotiation and presentation skills and possesses the ability to close dealsMust have high initiative and entrepreneurial skills and must be able to work independentlyOwn transport and a cell phone are mandatoryAFRIKAANS & ENGLISH First Language ESS
Responsibilities will be, but are not limited to:
Prospection and closing of new businessMaintaining existing businessTo have a holistic approach to financial adviceEstablishing and defining a professional relationship with clienteleAnalysing and evaluating current insurance policies and cover informationDeveloping and presenting recommendations and/or alternatives to clienteleThe implementation of recommendationsThe monitoring and maintaining of clients short-term insurance portfolios
The remuneration and value proposition are to be compiled in collaboration with each successful individual advisor.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTAzNjQ2MzYwP3NvdXJjZT1ndW10cmVl&jid=1302138&xid=2103646360
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Are you a seasoned business process outsourcing industry leader that prioritizes results? Do you have a track record of successfully managing numerous customer accounts, driving revenue, and producing outstanding results? A fantastic opportunity is available for a BPO Divisional Manager.
Duties & Responsibilities:
BPO Opps Management
Develop and execute the overall operational strategy for the BPO division, aligned with the companys goals and objectives.Lead, mentor, and manage a team of managers and supervisors to ensure effective service delivery, adherence to quality standards, and achievement of performance targets.Establish and monitor key performance indicators (KPIs) to track and improve operational efficiency, client satisfaction, and financial performance.Analyze market trends, industry best practices, and emerging technologies to identify opportunities for process improvements, automation, and innovation within the BPO operations.Collaborate with cross-functional teams, including sales, marketing, and technology, to drive revenue growth, enhance client relationships, and develop new service offerings.Develop and maintain strong relationships with key clients, acting as a strategic partner and trusted advisor to address their evolving needs and drive long-term satisfaction.Ensure effective quality assurance processes and controls to ensure adherence to service level agreements (SLAs), compliance with regulations, and continuous improvement in service delivery, by working closely with the QA teams and Managers.Identify and mitigate operational risks, proactively addressing potential issues and ensuring robust business continuity plans.Monitor and manage operational budgets, resources, and costs to optimize efficiency and profitability.Provide regular reports and updates to the executive team, highlighting operational performance, challenges, and opportunities, and making strategic recommendationsLead and oversee the end-to-end operations of the BPO division, ensuring efficient and effective service delivery, adherence to service level agreements (SLAs), and achievement of key performance indicators (KPIs).Develop and implement operational strategies, policies, and procedures to drive performance improvements, enhance productivity, and optimize service quality.Monitor and analyze BPO operations performance metrics, including call volume, response time, first call resolution, customer satisfaction, and agent productivity, and/or sales enviroments metrics, and take proactive measures to meet or exceed targets.Foster a positive and collaborative work environment, promoting teamwork, motivation, and professional development among the BPO team members.Manage and cultivate client relationships, acting as the primary poi...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNDExMDQyMTM0P3NvdXJjZT1ndW10cmVl&jid=1608038&xid=3411042134
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The following education, experience and and langauge skills:B.Com-degree or Post Graduate Diploma in Financial Planning;FAIS Accredited (NQF Level 7 or higher);RE5;CFP;At least 7 years experience in the Employee Benefits industry in a consultancy role;Excellent writing skills;Verbal and written communication in English and Afrikaans, at all levels;will enable you to:Duties:Financial:Maintain existing client base.Ensure services offered to clients are cost-effective and profitable.Identify new business opportunities and the decision makers within the client organization and partner with the new business manager on these opportunities to ensure success.Promote cross-selling initiatives within the Group.Identify growth, new business, and cross-selling opportunities within the existing client base.Manage costs within your control, including costs relating to travel, accommodation, telephone, and printing.Notify and get approval from Principal Consultant and the Finance Department for expenses to be incurred.Notify the Principal Consultant and the compliance officer on errors/omissions that may lead to company being held accountable.Administration:Monitor and report on new business, operations, and profitability.Liaise with EFBC management to address any issues.Implement management decisions, ensure roll-out, and that decisions are actioned.Relationship Management:Build and maintain strong relationships with decision-makers and primary client contacts at multiple levels.Identify prospects and build relationships with prospects decision-makers.Build and maintain strong relationships with staff of other divisions within the Group.Build key relationships with all service providers (i.e. administrators, insurers, individual advisors, etc.), distribution partners, and target market.Clients and consulting:Proactively manage client expectations, maintain strong relationships, and remain client focused at all times.Prepare and present proposals to a clients current retirement fund and/or risk benefits that could affect them as an employer as well as their employees.Provide advice to the Trustees and/or Employer pertaining to benefits, legislation, and pending changes that could impact the retirement fund and/or group risk scheme.Proposals and advice to be peer-reviewed by a Principal Consultant or Head of Consulting.Ensure that the clients retirement fund and group risk arrangements remain competitive, cost-effective, and appropriate for the client and the profile of employees.Negotiate on behalf of Trustees/Employers/Members with service providers.Plan and implement member sessions with the allocated Wealth Advisor.Monitor and ensure the resolution of client queries.Compile reports i.e. trustee reports, market review feedback, etc.Achieve agreed new business targets.Compliance to Internal ProcessesActively share information with other team members regarding successes, issues, trends, and ideas.Develop strong relationships with all internal colleagues and ext
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzE4NDQ2MF9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1780208&xid=1109_184460
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Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.
Job Description:Job Description/Duties:• Assisting Financial Planners in all their administrative tasks• Research product information• Prepare financial planning and investment proposals• Handle and solve client enquiries• Report new business statistics• Prepare investment review appointments• Keep track of assets under management• Maintain Client Relationship Management system• Rebalance and maintain of existing portfolios• Prepare and distribute monthly/quarterly/annual statements / certificates / communication
Minimum Requirements:• Matric Qualification• BCom degree (Advantageous)• Previous experience and working knowledge in life and risk insurance - long term insurance. (Required)• Must be able to speak and understand Afrikaans and English, due to client base.
Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za
Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83NDI4ODQ2OTc/c291cmNlPWd1bXRyZWU=&jid=1296736&xid=742884697
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Reporting to the Provincial Director of Operations, the incumbent shall Implement tailored and best-fit advice, support and solutions to address municipal challenges in focus areas that include; the Built environment and planning function. Monitor and guide on legislative, policy and procedural compliance in municipalities to strengthen the institutional capacity and governance in municipalities relating to the respective focus areas
THE CANDIDATE PROFILE
Ability to manage in a multidisciplinary environment;Results driven individual;A dynamic, motivated self-starter with high levels of emotional maturity;Ability to draft, analyse and interpret reports in a professional and quality manner for the Senior and executive team; andStrong initiative and well-rounded implementer and driver of multi-disciplinary programmes that have an intended turnaround dimension.
QUALIFICATIONS AND EXPERIENCE
A Bachelor’s Degree or NQF 7 equivalent in Public Administration/ Management, Monitoring and Evaluation; Information Management,Project Management or other relevant academic qualification;At least 6 years working experience within the broader public sector of which 3 years must be within the Strategy, Planning, Performance Monitoring and Evaluation;Previous experience in developing and implementing strategy is essential;A valid code 08 drivers’ license and own vehicle;Sound track record in managing complex stakeholder relationships and a well-developed lobbying and advocacy skillset;Proven experience in remuneration;Knowledge of research methodologies, data collection, analysis and reporting writing;Knowledge of planning, performance monitoring frameworks, national outcomes, Financial Management of Parliaments and Provincial Legislatures Act (FAMPPLA) /Public Finance Management Act (PFMA); andKnowledge of the development of the strategic plan, annual performance plan and operational plans.
Key Performance Areas
Advocate Local Government positions on national development planning mattersProvide professional support to municipalities on matters dealing with IDPs, Spatial Planning, Land Use Management and Rural DevelopmentRepresent the interests of local government on various forums where development planning matters that fall within the competencies of local government are discussedEnsure that issues that impact on the developmental role of local government are correctly articulated when engaging with other spheres of governmentBuild partnerships with relevant stakeholders to ensure coordi...
https://www.ditto.jobs/job/gumtree/3055812061?source=gumtree
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Our business product offering has grown significantly over the years which lead to the development of the face to face distribution channel. To facilitate this model the positions for Regional General Manager: Sales (Face to Face) have emerged.The incumbent of this newly created position will head up a team of Managers including Agents / Agents / advisors located in their designated region/s.The key outputs for this role are as follows: ? Sales target achievement? Business development? Coaching? Target Setting and Business Management? People Development and Management? Risk management? Portfolio Management? Customer Relationship ManagementThe Regional General Manager: Face to Face Distribution must align themselves with the culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition. Required Skillsbusiness developmentinsurance salesmanager Candidate Requirements Relevant B Degree and/or equivalent NQF7 Higher Certificate / Diploma in the insurance industry Minimum 5 years experience as a key stakeholder/manager in insurance Sales and Business Development Minimum of 3 years experience in a Sales Management role with emphasis on people management Strong flair for numbers and an ability to augment business rationale with supporting calculations Strong understanding of the Face to Face Distribution model in a direct insurer/ tied agency environment Excellent people management skills, including a track record of successfully leading large sales teams Solid Business Development understanding with specific focus to sales optimization as well as performance drive of the OUTsurance Financial Agents / advisors (s)Competencies Self starter Influential, concise, rational and practical communicator Creative flair and innovative thinker Sound understanding of business Incredibly well spoken with strong interpersonal and negotiation skills Relationship management Strategy and project management skills The ability to manage multiple projects within tight deadlines Self-motivated team player, able to inspire colleagues and display leadership by example Discretion, judgment and high levels of trust
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzQ5NjYyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178406&xid=1108_49662
2y
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Join a renowned Financial Services Corporate Insurance firm that is committed to excellence and innovation in the ever-evolving financial landscape as a Client Manager, your role as the Client Manager is to build and improve day to day client relationships, manage portfolios of client accounts and provide technical expertise to less experienced employees. Responsibilities:Responsible for leading, developing and improving the day to day client relationshipResponsible for building a client profile of risks and needs analysis in respect of the portfolio of clients.Responsible for input into the renewal process which includes:preparing pre-renewal documentsmeeting with clientssending renewal notificationssending cancellation letters were applicable.Responsible for structuring insurance programmes to meet the needs of portfolio clients.Responsible for producing client documentation (including policy documents and claims statistics), leading or contributing to renewal meetings and leading or contributing to fee negotiations.Responsible for maintaining and improving client satisfaction, retention, revenue and profitabilityResponsible for compliant dealings with clientsContributes into the development of new business with either existing or new clientsCo-ordinates teams of Client Service Advisors (where applicable) to ensure client service standards are metActs as a support to Strategic Account Manager/ Business Manager on larger, more complex accountsResponsible for credit controlQualifications:A minimum of Grade 12 or equivalentA Bachelors degree is preferableMust be registered as a representative with the FSCA in terms of the FAIS ActMust be registered as an associate with the IISAKnowledge:Excellent knowledge of policy wordingsA comprehensive knowledge of the South short-term insurance marketsAn in-depth strategic knowledge of industry and business strategies and company goalsComputer literacy with advanced know-how in MS Word and Excel.Skills and Attributes:Skill and confidence to articulate the companys proposition and how it differentiates the company and benefit clientsAdvanced analytical, technical and problem-solving skills and abilitiesWell- Developed communication skillsFluency in the English language, both written and spokenGood interpersonal and organizational skillsAbility to work effectively in and with teams.Experience:Have a minimum of 5 - 10 years experience in a similar or related role.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzE2OTc4M19fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1758294&xid=1108_169783
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The successful candidate of this newly created position will be responsible for growingand developing the business insurance portfolio.The key outputs for this role are as follows:? New Business sales? Client service and management? High level performanceThis Commercial Advisor: Face to Face Distribution must align themselves with the culture and values of Awesome Service, Passionate, Honest, Human, Dynamic andRecognition.Qualification and Experience:Essential: ? Completed Matric or National Senior Certificate? 60 FAIS credits/Full Insurance Qualifications (depending on Dofa)For applicants that have been working in a financial services industry prior to December2010,preference will be given to applicants with their Financial Services Board RegulatoryExams (RE1) completed. Applicants without prior financial services sales experiencewill not be prejudiced by this requirement.If you worked in the financial services industry prior to December 2011, selling andprovidingfinancial advice to clients. You would need to have completed the 30 FAIS creditsnecessary forpersonal lines or 60 FAIS credits for commercial insuranceRequirements:? Must have your own reliable transport? Valid code B drivers license? 2 years insurance external sales experienceResponsibilities:? Build your own insurance portfolio by:o Being able to prospect for new clients through networking, Cold calling and doordoor canvasing for new businesso Effective communication with both internal stakeholders and clients.o Conduct a comprehensive risk evaluation for the client.o Providing solutions to clients by selling short term products alignedto the needs of the client.o Drafting, tracking and measurement of your personal business plan.? Providing on-going service and support to your individual client base (amendments,renewals, claims etc.).? Retention of existing business including renewal discussion in line with FAIS? Developing internal/external relationships with clients.? Continuous building of your client base hence securing future income.? Keeping abreast with the commercial insurance market changes and developments.? Achieving/Exceeding targets consistently? Providing feedback to line management when requested.? Attending all weekly and adhoc team meetings.? Working closely with internal stakeholders that is, underwriting/actuarial, claims aswellas surveying.? Adhering to all quality standards and measures in place.Competencies:? Self-starter? Communication (verbal and written) in English? Numerical & mathematical skills? Team supervisory skills? Confident and enthusiastic self-starter who can take initiative? Must be able to work independently as well as part of a team - balances team andindividual responsibility, provides and accepts feedbackhttps://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc3MTc4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198557&xid=1109_77178
2y
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The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.Key performance areas Source new business from retained clients and by means of referrals Support client related strategies and deliver key goalsEnsure that the clients investment portfolio is consistent with FPCs investment philosophy Provide the client with information on the performance of the various investment portfolios available Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements Education and Experience Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments); CFP. Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)Minimum 2 years experience in financial advisory role.Knowledge and skills Financial PlanningPresentation SkillsSales skillsTime managementBusiness unde
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc3MTgxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198560&xid=1109_77181
2y
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Requirements: 1. Labour advice. Give telephonic labour adviseAbility to Charge and Chair disciplinary enquiries for the Council membersDraft affidavits, condonation applications and pleadings 2. Representing members of the Council at the relative Legislative Forum e.g. CCMA and Bargaining Council,In respect of disputesAs a counsellor on councils where we have seatsAt consultative forums or where there is an opportunity to comment on labour legislation 3. Marketing. Ensure that members are reminded when their renewals are due and investigate where members do not renew their membershipCanvassing for new membersMeet interested parties (Franchisors etc)Finalize business strategy plan how to add value to membersVisiting the Council members to advise them of benefits of membership 4. Finances Giving the Council Executive feedback monthly around membership and financesEnsure that the proper book of accounts is maintained in the prescribed formatEnsure that the annual financial audit is conducted and the signed financials are submitted to DOL 5. Ensuring all statutory requirements are met 6. Disputes Investigate complaints and/or disputes involving members 7. Dispute Advisors Ensure an up-to-date record is kept of all dispute advisors, what area they are in and if they specialise in an industryDispute advisors are representatives of the Council, where possible review that their conduct is in line with expectationsWhere dispute advisors are employed with another company ensure that we have regular communication with a representative of that companyLiaising with other the Council consultants with respect to, but not limited to, membership fees, meetings, enquiries etc.Investigate and complaints involving dispute advisorsWhere possible review correspondence that is going out in the name of the Council 8. Training and Information Sessions Attend on behalf of the CouncilConduct training or information sessions as requested and/or necessary 9. Ensuring meetings are effectively organised and minute, especially but not limited to, Annual General Meeting, Monthly Exco Meetings and Special General Meetings Liaising with the Chair to plan meetingsReceiving agenda items from committee membersCirculate notice of meetings, agendas and reportsArrange venue and refreshmentsTaking minutes (unless there is a minutes secretary)Circulating approved minutesChecking that agreed actions are carried out. 10. Maintaining effective records and administration. Keeping up-to-date contact details (i.e., names, addresses and telephone numbers) for the exco and members of the organisationFiling minutes and reportsCompiling lists of names and addresses that are useful
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzU0MTQyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198154&xid=1108_54142
2y
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