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Sales Manager
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3 days ago27 views
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General Details
Location:
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
Description
Role Purpose
- The purpose of this role is to execute on Broker and SMA (Short-term Broker Relationship Consultant) Sales and Management Strategy in Western Cape, KZN, Eastern Cape, and Southern Cape, whilst achieving a seamless client experience across this channel. To grow and ensure high levels of service offered by The client Company, whilst developing and maintaining good business relationships with brokers and supporting SMAs broker functions.
- Responsibilities and work outputs Maintaining Key Relationships
- Manage productivity related to key areas within the SMA broker team
- Monitor Brokerage commissions
- Build relationship with new SMA brokers and introducing other The client Products
- Continues CPD personal development.
Experience and Qualifications
- Matric/Grade 12
- Regulatory exams accredited FAIS requirements, RE1 and 5
- Full qualification Commercial and Personal Insurance NQF Level 5 or relevant qualification in field
- 5 years servicing experience in short term insurance or financial industry, personal and commercial insurance
- 5 years'''' experience in dealing with brokers
- Capable of competently using Power point and other visual aids and software packages
- Ability to present professionally to Executives and Corporate Accounts
Competencies required
- Impactful leadership
- Driving change
- Purposeful collaboration
- Motivate and inspire staff
- Business and Product knowledge
- Focus on achieving budgets
- Building relationships with Brokers and achieving growth of individual brokers
- Driving performance by ensuring staff achievements of KPI''''s
- Ensuring staff are working in accordance with underwriting guides
- Ensure staff and brokers are trained on underwriting requirements, Compliance, and legislation requirements.
https://www.executiveplacements.com/Jobs/S/Sales-Manager-1317943-Job-Search-8-15-2026-5-54-42-AM.asp?sid=gumtree
Id Subtitle 1363918873
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Executive Placements
Selling for 1 year
Total Ads5.08K
Active Ads5.08K
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5.08KTotal Ads
16.46MTotal Views
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A national new generation independent financial planning business is looking for a Financial Advisor to join the team.Qualification: Minimum bachelors degree in financial planning or similar.Regulatory Examination 5 for representatives.CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.Experience:Minimum 5 Years in financial advisory role.Key Responsibilities :Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.Investment Management: Recommend suitable investment strategies and products based on the clients risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the clients goals.Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.Ethical Conduct: Maintain the highest ethical standards and putting clients interests first in all financial recommendations and interactions.
https://www.jobplacements.com/Jobs/F/FINANCIAL-ADVISOR-1318336-Job-Search-8-14-2026-6-57-39-AM.asp?sid=gumtree
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Job Placements
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Accounting practice in Morningside seeks a junior accountant / bookkeeper with a minimum of 2 years experience.
The candidate must be proficient in the following areas:
VAT
PAYE
provisional tax
payroll (EMP 501 recons)
CIPC registrations, amendments etc
workmen's compensation (COIDA/RMA)
Ufiling submissions
data capturing
drafting financial statements
There is also an opportunity for a candidate who has studied accounting & has little to no experience to learn the everyday tasks of a junior accountant however the candidate must be willing and able to learn.
Salary: negotiable
Please email your cv to: info@globalconsultants.co.za
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Laven Naidoo
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