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Results for accounting finance jobs in Accounting & Finance Jobs in Eastern Cape
1
Main Purpose:
To sell policies, recruit, develop and train representatives to achieve the set targetTo be developed into a Sales Manager when vacancies are available (Key Individual)
- 1 year ProgrammeCourses- Full-Time Academic School: 0 – 1 month- Commissions and Finance- Compliance- Reports- Practical School (2 – 12 months)- COB Long term and Investments- CPD- Supervision (FSP 4.1);- Recruitment process orientation (On-Boarding)- MS Office (Spread over 12 months – if necessary)- Digital training- Sales reports Orientation- Sales performance management orientation- Disciplinary action
Requirements
Formal Education
• Matric• Relevant Full Qualification as per the FSCA Board Notice
Technical/Legal Certification
• Registered as an Employee Representative (FSCA)• Regulatory Examination Level 1: Representatives (RE5)• Regulatory Examination Level 1: Key Individuals (RE1)• Class of Business: Long Term Insurance & Investment (Advantage)• Updated CPD points
Experience
• 2 Years’ Experience in the Insurance Industry• Experience in Category A, B1, B2, C and Retail Benefits• Fit and Proper Rep for all Tier 1 products • Fit and Proper Rep for all Tier 2 products
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzkwNjU4OTI3P3NvdXJjZT1ndW10cmVl&jid=1500803&xid=3390658927
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6min
1
Recruiting Sales Manager, with outstanding leadership skills and who enjoys to develop their team.
Recruit, develop brokers and sales repsSet team targets Put together sales and marketing plansDraft a strategic plan and communicate it to the teamConduct on the job assessmentsMaintain relationships with Brokers, ensure they have all the necessary equipment to complete their jobMarket miningStop order negotiationsStakeholder liaisonEnsure team reaches production targetsBusiness retentionSupervise teamSubmission of supervision evidence
Must have (not neg)
MatricRelevant qualificationRE 1 and RE 5Class of Business certificates (Long term insurance, investments, pension fund)CPD certificatesNo less than 2 years' long term insurance industry exposure as well as project management experienceNo less than 1 year oversight and management experience Clear criminal record, clear ITC, clear fraudExcellent track recordContactable references
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNjMxNDgyNDU4P3NvdXJjZT1ndW10cmVl&jid=1500804&xid=3631482458
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8min
1
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
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9min
1
Opportunity Available!! Our leading client in the Auditing Space is looking to employ a Senior Accountant to join their dynamic team in East London.
Main Purpose of The Position:
Processing of accounting records onto a computerized accounting system resulting in an accurate and complete set of books.
Completing of annual financial statements of CC’s, trusts, sole proprietors and Body Corporates and working paper files.
Calculation of taxation owing by business and individuals. Completion of statutory returns e.g. PAYE, UIF, SDL, VAT, Workman’s Compensation etc.
Completion of annual IRP5’s and EMP501’s. Liaising with clients directly. Supervise and train junior and intermediate accountants.
Responsibilities:
Supervise and initiating the processing of client information cheques, receipts, sales invoices, purchase invoices
Perform bank reconciliations
Processing and reconciling of Petty Cash and cash control accounts
Keeping of a fixed asset register
General journals – e.g. depreciation, provisions, interest salaries, stock, etc.
Process journal entries e.g. new instalment sale agreements, interest on borrowings, provisions, accruals of income and expenses, bad debts ect.
Foreign exchange transactions
Reconcile debtors and creditors statements.
Correct accounting treatment on disposal of assets (property, plant & equipment) and investments and the calculation of the taxation on capital gains/losses.
Analyse the resulting trial balance for mistakes / deviations and be able to discuss the results with the client.
Analytical review of AFS – GP%, Inventory days, Creditors days, Debtors days
Ability to record books from insufficient records.
Produce a draft set of financials and a working paper file for sole proprietors, close corporations, trusts, partnerships, small business corporations, farmers and Body Corporates.
Prepare the notes to financial statements
Formulate accounting policies
Identifying provisions and contingent liabilities
Calculate the tax liability for sole proprietors, individuals, close corporations and trusts, small business corporations, farmers,
Body corporates and partnerships.
Calculate the taxation on lumpsum payments by retirement
Non-resident tax
Withholding Tax on companies
Calculation of PAYE/UIF/SDL levies and VAT.
Completion of statutory returns e.g. UIF/SDL/PAYE/VAT.
Liaise with client re payment of the above returns.
Preparations of payroll.
Issuing of IRP5’s and IT3’s and reconciliation to EMP501 at year end.
Reconciliations of input/output VAT to annual financial statements and monthly trial balances
Compiling and discussing with the client of monthly management accounts.
Recording and identifying short comings in internal controls
Accounting for Loans on Related Parties
Set-up of accounting systems for clients
Requirements
BCom degree or equivalent work experience
Completed articles (advantageous)
3-
SECTOR: Finance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93ZWJhcHAucGxhY2VtZW50cGFydG5lci5jb20vd2kvYXBwbGljYXRpb25fZm9ybS5waHA/aWQ9c3RhZmZzb2xzJnZhY2FuY3lfcmVmPUUuTDAwMTg3My9CRw==&jid=1781832&xid=E.L001873/BG
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11min
1
Opportunity Available!! Our well known client in the Auditing space is looking to employ an Audit Senior to join their dynamic team in East London.
Job Description:
Audit Requirements:
Need to perform audits with minimal supervision.
Required to delegate team responsibilities
Ensure Budget requirements are maintained
Ensure expected Quality of Audit is delivered
Conducting of Audits, Reviews and Drafting of financial statements
Manage the audit and trainees on the engagement while at client
Report to clients and manage client relationships
Supervise Audit :Trainees as follows:
Review work generated by employee
Training Inventions – Training of lower level employees
Plan audits with reference to year ends and deadlines
Job Requirements:
CA Qualification
Honours/B.Com
Non – B.Com
Must have completed SAICA Articles
SECTOR: Finance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93ZWJhcHAucGxhY2VtZW50cGFydG5lci5jb20vd2kvYXBwbGljYXRpb25fZm9ybS5waHA/aWQ9c3RhZmZzb2xzJnZhY2FuY3lfcmVmPUUuTDAwMTg3MS9CRw==&jid=1781826&xid=E.L001871/BG
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11min
1
Main Purpose:
To sell policies, recruit, develop and train representatives to achieve the set targetTo be developed into a Sales Manager when vacancies are available (Key Individual)
- 1 year ProgrammeCourses- Full-Time Academic School: 0 – 1 month- Commissions and Finance- Compliance- Reports- Practical School (2 – 12 months)- COB Long term and Investments- CPD- Supervision (FSP 4.1);- Recruitment process orientation (On-Boarding)- MS Office (Spread over 12 months – if necessary)- Digital training- Sales reports Orientation- Sales performance management orientation- Disciplinary action
Requirements
Formal Education
• Matric• Relevant Full Qualification as per the FSCA Board Notice
Technical/Legal Certification
• Registered as an Employee Representative (FSCA)• Regulatory Examination Level 1: Representatives (RE5)• Regulatory Examination Level 1: Key Individuals (RE1)• Class of Business: Long Term Insurance & Investment (Advantage)• Updated CPD points
Experience
• 2 Years’ Experience in the Insurance Industry• Experience in Category A, B1, B2, C and Retail Benefits• Fit and Proper Rep for all Tier 1 products • Fit and Proper Rep for all Tier 2 products
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTAyNjMwMzk1P3NvdXJjZT1ndW10cmVl&jid=1492364&xid=2102630395
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16min
1
Main Purpose:
To sell policies, recruit, develop and train representatives to achieve the set targetTo be developed into a Sales Manager when vacancies are available (Key Individual)
- 1 year ProgrammeCourses- Full-Time Academic School: 0 – 1 month- Commissions and Finance- Compliance- Reports- Practical School (2 – 12 months)- COB Long term and Investments- CPD- Supervision (FSP 4.1);- Recruitment process orientation (On-Boarding)- MS Office (Spread over 12 months – if necessary)- Digital training- Sales reports Orientation- Sales performance management orientation- Disciplinary action
Requirements
Formal Education
• Matric• Relevant Full Qualification as per the FSCA Board Notice
Technical/Legal Certification
• Registered as an Employee Representative (FSCA)• Regulatory Examination Level 1: Representatives (RE5)• Regulatory Examination Level 1: Key Individuals (RE1)• Class of Business: Long Term Insurance & Investment (Advantage)• Updated CPD points
Experience
• 2 Years’ Experience in the Insurance Industry• Experience in Category A, B1, B2, C and Retail Benefits• Fit and Proper Rep for all Tier 1 products • Fit and Proper Rep for all Tier 2 products
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjEyNTE2MTQxP3NvdXJjZT1ndW10cmVl&jid=1426235&xid=2612516141
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19min
1
Opportunity Available!! Our leading client in the Finance Sector is looking to employ a Junior IT Administrator to join their team in East London.
Job Requirements:
Senior Certificate
Valid driver’s license
Own transport
Relevant IT Qualifications: A+; N+; Security+; MCSA \MCSE Experience \ knowledge
Support on Operating systems: Windows 7 SP1; Windows 8 & 8.1; Windows 10; Windows 11
Support on Server Operating systems: Windows Server 2008 \ 2012 \ 2016 \ 2019 \ 2022
Basic Networking experience on domain networks.
Support on Enterprise Antivirus and Malware software.
New Hardware and software deployment onto domain environment.
Hardware and software troubleshooting.
Assisting staff and clients with general day to day IT issues.
Experience in Pastel accounting \ payroll ; Vanilla Payroll; Caseware Working papers software will be an advantage.
SECTOR: Finance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93ZWJhcHAucGxhY2VtZW50cGFydG5lci5jb20vd2kvYXBwbGljYXRpb25fZm9ybS5waHA/aWQ9c3RhZmZzb2xzJnZhY2FuY3lfcmVmPUUuTDAwMTkxNS9CRw==&jid=1790427&xid=E.L001915/BG
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21min
1
Recruiting a permanent Sales Manager from the life insrance industry for the Eastern Cape – Queenstown, the main objective will be to recruit, maintain and develop sales representatives and brokers and set targets. Applicants must have an RE5, RE1 and 1 year of management and oversight experience in categories A, B1, B2, C, B1-A, B2-A, and retail pension funds.
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing plan
Implement and align a marketing plan with regional plan and submit to managementReview and update strategic plan on a regular basicCompile report on progress made on strategic planCommunicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
Advertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
Facilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representatives
Conduct coaching process
Give technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through performance management system
Conduct training to brokers
Ensure brokers equipped with sufficient office documentation e.g., application formsHandle administration queries on behalf of dedicated brokersCheck business methods of brokers and advise accordinglyUpdate brokers on company products and services regularlyEnsure computer software for brokers are up to date in respect of company products and servicesBuild professional business relationships with brokers
Identity and develop new and current markets
Identify, penetrate, and develop new marketsNegotiate stop order marketsMaintain contacts with key decision makers and insurance industry resources (new and existing)Retain and increase market share in existing marketsManage the business retentionConduct products presentations in the market
Maintain production targets and retain business
Ensure and monitor set production targetsMaintain business retention
Comply with FAIS requirements
Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI monthlyMentor and train supervisee to ensure that they have a proper understanding ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNTcxNjk2NTE2P3NvdXJjZT1ndW10cmVl&jid=1500807&xid=2571696516
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22min
1
We are inviting candidates to apply for the Accountant position for our client in the Accounting and Tax Services based in Jeffrey's Bay. The position will be Remote.
Duties and Requirements:
Experience working as an Accountant/Bookkeeper.
Own laptop and reliable internet/Wi-Fi.
Back-up power system.
Experience in Financials, E-filing and Income Tax.
Must have experience with dealing with multiple companies.
Matric and qualification will be an advantage but not required.
This position will be remote.
SECTOR: Finance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93ZWJhcHAucGxhY2VtZW50cGFydG5lci5jb20vd2kvYXBwbGljYXRpb25fZm9ybS5waHA/aWQ9c3RhZmZzb2xzJnZhY2FuY3lfcmVmPUUuTDAwMTgyMC9BSw==&jid=1781701&xid=E.L001820/AK
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23min
1
Description
Main PurposeTo recruit, maintain and develop sales representative and brokers and set targets.
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing planImplement and align marketing plan with regional plan and submit to managementReview and update strategic plan on a regular basicCompile report on progress made on strategic planCommunicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
Advertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
Facilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representatives
Conduct coaching process
Give technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through performance management system
Conduct training to brokers
Ensure brokers are equipped with sufficient office documentation e.g. application formsHandle administration queries on behalf of dedicated brokersCheck business methods of dedicated brokers and advise accordinglyUpdate brokers on products and services regularlyEnsure computer software of brokers are up to date in respect of products and servicesBuild professional business relationships with brokers
Identity and develop new and current markets
Identify, penetrate and develop new marketsNegotiate stop order marketsMaintain contacts with key decision makers and insurance industry resources (new and existing)Retain and increase market share in existing marketsManage the business retentionConduct products presentations in the market
Maintain production targets and retain business
Ensure and monitor set production targets are achievedMaintain business retention
Comply with FAIS requirements
Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI on a monthly basisMentor and train supervisee to ensure that they have a proper understanding of productsObserve meetings between representative and clients
Compliance
ComplaintsNumber of complaints ReceivedNumber of complaint referred for invest...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNzAyNzU0NTE0P3NvdXJjZT1ndW10cmVl&jid=1484478&xid=1702754514
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34min
1
Main Purpose:
To sell policies, recruit, develop and train representatives to achieve the set targetsTo be developed into a Sales Manager when vacancies become available (Key Individual)
- 1 year ProgrammeCourses- Full-Time Academic School: 0 – 1 month- Commissions and Finance- Compliance- Reports- Practical School (2 – 12 months)- COB Long term and Investments- CPD- Supervision (FSP 4.1);- Recruitment process orientation (On-Boarding)- MS Office (Spread over 12 months – if necessary)- Digital training- Sales reports Orientation- Sales performance management orientation- Disciplinary action
Requirements
Formal Education
• Matric• Relevant Full Qualification as per the FSCA Board Notice
Technical/Legal Certification
• Registered as an Employee Representative (FSCA)• Regulatory Examination Level 1: Representatives (RE5)• Regulatory Examination Level 1: Key Individuals (RE1)• Class of Business: Long Term Insurance & Investment (Advantage)• Updated CPD points
Experience
• 2 Years’ Experience in the Insurance Industry• Experience in Category A, B1, B2, C and Retail Benefits• Fit and Proper Rep for all Tier 1 products • Fit and Proper Rep for all Tier 2 products
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yOTY3MTY2NDgzP3NvdXJjZT1ndW10cmVl&jid=1497782&xid=2967166483
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36min
1
Description
Main PurposeTo recruit, maintain and develop sales representative and brokers and set targets.
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing planImplement and align marketing plan with regional plan and submit to managementReview and update strategic plan on a regular basicCompile report on progress made on strategic planCommunicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
Advertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
Facilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representatives
Conduct coaching process
Give technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through performance management system
Conduct training to brokers
Ensure brokers are equipped with sufficient office documentation e.g. application formsHandle administration queries on behalf of dedicated brokersCheck business methods of dedicated brokers and advise accordinglyUpdate brokers on products and services regularlyEnsure computer software of brokers are up to date in respect of products and servicesBuild professional business relationships with brokers
Identity and develop new and current markets
Identify, penetrate and develop new marketsNegotiate stop order marketsMaintain contacts with key decision makers and insurance industry resources (new and existing)Retain and increase market share in existing marketsManage the business retentionConduct products presentations in the market
Maintain production targets and retain business
Ensure and monitor set production targets are achievedMaintain business retention
Comply with FAIS requirements
Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI on a monthly basisMentor and train supervisee to ensure that they have a proper understanding of productsObserve meetings between representative and clients
Compliance
ComplaintsNumber of complaints ReceivedNumber of complaint referred for invest...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xOTA5Njg3MTc2P3NvdXJjZT1ndW10cmVl&jid=1426234&xid=1909687176
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40min
1
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 KPl's 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
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41min
1
Main Propose
To recruit, maintain and develop brokers and achieve set targets
Main Outputs and Responsibilities
1. Develop and maintain sales and marketing plan • Develop and implement an integrated sales & marketing plan • Review progress and compile report on progress made2. Recruit Brokers• Grow distribution channel by sourcing and selecting appropriate brokers• Prepare and present appropriate documentation of Brokers for the CCC3. Provide support to brokers• Ensure brokers are equipped with sufficient documentation e.g. application forms• Handle administration queries on behalf of dedicated brokers• Check business methods of dedicated brokers and advise accordingly• Update brokers on Assupol products and services regularly• Ensure computer software of brokers are up to date in respect of Assupol products and services• Build professional business relationships with brokers4. Offer training to brokers and their sub-agents• Facilitate product training• Facilitate any other form of training that will enhance the broker’s production• Keep record of training interventions• Forward all relevant training info to Head Office5. Identity and develop new and current markets• Identify and develop new markets• Negotiate stop order markets• Maintain contacts with key decision makers and insurance industry resources (new and existing)• Retain and increase market share in existing markets• Manage the business retention• Conduct products presentations in the market 6. Maintain production targets and retain business• Identify and develop new markets• Ensure and monitor set production targets are achieved • Maintain business retentionRequirements
Knowledge and SkillsFormal Education• Matric • Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA)
Technical/Legal Certification• Regulatory Examination Level 1: Representatives • Regulatory Examination Level 1: Key Individual (Advantage)
Experience• 2 years Project Management • 2 years’ experience in the Long-Term Insurance industry • Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits• 1 year’s management experience in the insurance industry
COMPETENCIESKNOWLEDGELife Industry Legislation FAIS, NCA, FSCA, LTIAFinancial Management Products
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNjkyNjI5OTUwP3NvdXJjZT1ndW10cmVl&jid=1424271&xid=1692629950
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43min
1
Recruiting a Sales Manager for a Permanent position in Eastern Cape – Butterworth. The main objective is to recruit, maintain and develop sales representatives and brokers and set targets. Must have an RE5, RE1, CPD, 1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A, and retail pension funds, 2 years Project Management, 2 years Insurance industry
At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing plan/sImplement and align marketing plan with regional plan and submit to managementReview and update strategic plan on a regular basicCompile report on progress made on a strategic planCommunicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
Advertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training for sales representative
Facilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representatives
Conduct coaching process
Give technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through performance management system
Conduct training to brokers
Ensure brokers are equipped with sufficient office documentation e.g. application formsHandle administration queries on behalf of dedicated brokersCheck business methods of dedicated brokers and advise accordinglyUpdate brokers on Assupol products and services regularlyEnsure computer software of brokers are up to date in respect of Assupol products and servicesBuild professional business relationships with brokers
Identity and develop new and current markets
Identify, penetrate, and develop new marketsNegotiate stop order marketsMaintain contacts with key decision makers and insurance industry resources (new and existing)Retain and increase market share in existing marketsManage the business retentionConduct products presentations in the market
Maintain production targets and retain business
Ensure and monitor set production targets are achievedMaintain business retentionComply with FAIS requirementsSupervise representative when rendering services under supervisionSubmit supervision evidenc...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MjA5MDc2OTcxP3NvdXJjZT1ndW10cmVl&jid=1426759&xid=4209076971
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43min
1
Seeking an experienced Sales manager to join our long term insurance client in Port Elizabeth.
Recruit and manage sales representatives
Ensure team reaches targets
Draft sales plan on regional level
Involved with provincial budget processes
Implementation of company policies and procedures
Draft monthly management reports
Monitoring of expenses vs budgets
Preparation of management reports for deviations
Stakeholder relations
Conduct site visits at branch offices
Oversee the regional admin activities
Involved with client services
Effective management of sales staff and branches
Must have:
Matric
FSCA related qualification
RE 1 and RE 5 is an advantage
Dependent on DOFA - NQF Level 2 qualification - 30 - 60 credits // NQF level 5 qualification - 60 - 120 credits
1 year management experience
6 months' long term insurance industry exposure - advice and intermediary category A experience - Assistance business
Clear criminal record
Great track record - career highlights
Clean ITC record
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzAwNjk0Nzk5P3NvdXJjZT1ndW10cmVl&jid=1080477&xid=2700694799
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44min
1
To provide financial accounting services to the finance business unitKEY PERFORMANCE AREASWhat do you have to be able to do to achieve the desired results of your job?Include management and leadership responsibilities for work team leadersBudget management and Reporting• Prepare the monthly management accounts with budget variances for the variousdepartments• Analyse management accounts before submitting to departments• Ensure explanations for budget variances are received within timelines• Analyse actual achievements against budget and investigate significant variances.• Responsible for loading budgets onto Syspro• Check requisitions for available budget before processing and resolve problems withrelevant departments• Propose journals as and when necessary• Assisting with the preparation of the annual financial statements, includingbudget/actual/ENE template for National Treasury• Responsible for all General Ledger and other identified cost account reconciliations• Assist with the AG queries during the audit process and manage the audit year end file• Perform ad hoc duties as and when required• Process all approved budget transfersLegislative compliance• Ensure compliance with relevant legislation, i.e. PFMA, Treasury Regulations, FICA,etc.• Knowledge of GRAP, Treasury Regulations, PFMA, would be an advantagePerform ad hoc duties as and when required
EDUCATION, SKILLS AND EXPERIENCE• B.Comm• B.Comm accounting (Hons) would be an advantage• Three or more years relevant experience in an accountant’s role• Articles will be an added advantage• Attention to detail• Intermediate to advanced experience in MS Office, especially Excel• Working knowledge of Syspro and Caseware would be an advantage• Reliable and punctual• Confidence and decisiveness• Report writing skills would an advantage• Good communication skillsBEHAVIOURAL COMPETENCIES• Customer Service: Follows through, when asked, on customer inquiries, requests andcomplaints, keeps customers up-to-date about progress of projects• Flexibility: Applies rules flexibly: Changes his/her perception, ideas or alters normalprocedures to fit a specific situation to get a job done and/or meet company goals• Organizational Commitment: Respects the way things are done in an organisation anddoes what is expected• Teamwork: Genuinely values others input and expertise• Concern for order & quality: Double-checks the accuracy of information or work• Achievement Orientation: Keeps track of and measures outcome against standard ofexcellence not imposed by others• Initiative: Recognises and reacts to present opportunities
WORKING CONDITIONSMay be required to work long hours when necessary.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yODA3MzkyNDA/c291cmNlPWd1bXRyZWU=&jid=1191753&xid=280739240
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1h
1
(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
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1h
1
Seeking a Broker Consultant to work as a Sales Manager, with great leadership skills and who enjoys to develop their team.
Recruit, develop brokers and sales reps
Set targets for the Ulundi team
Put together sales and marketing plan
Draft a strategic plan and communicate it to the team
Conduct on the job assessments
Maintain relationships with Brokers, ensure they have all the necessary equipment to complete their job
Market mining
Stop order negotiations
Stakeholder liaison
Ensure team reaches production targets
Business retention
Supervise team
Submission of supervision evidence
Must have:
Matric
Relevant qualification
RE 1 and RE 5
Class of Business certificates (Long term insurance, investments, pension fund)
CPD certificates
No less than 2 years' long term insurance industry exposure as well as project management experience
No less than 1 year oversight and management experience
Clear criminal record, clear ITC, clear fraud
Excellent track record
Contactable references
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMTc4NzQ5MTU3P3NvdXJjZT1ndW10cmVl&jid=1237058&xid=3178749157
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1h
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