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1
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Purpose:
This is a combined sales and service position, whose primary function is to provide quality service to clients and to cross-sell within the existing book of business. The Commercial Lines Underwriter will be the day-to-day liaison between insurance companies and their designated accounts. The Commercial Lines Underwriter will manage and control the relationships with their clients.
Main job tasks and responsibilities:
The Commercial Lines Underwriter must have experience in commercial lines insurance. As needed, they will co-ordinate and defer to the manager, marketing staff and insurers on strategic account issues and potential problems.
Daily servicing of clients will include but is not limited to:
Addressing various coverage issuesContract analysisExposure analysisAll endorsement activityRoutine coverage questionsProblem solvingAccount renewal control in combination with the marketing staffChecking and binding policiesAll other reasonable duties that might be assigned to the employee.
General Client Management:
Build and maintain constructive and effective relationships with clients by meeting and exceeding expectationsProvide consistent, accurate, timely and pertinent communication to clients through “constant touch”, phone calls, e-mails etc.Respond to client inquiries/issues within the established timelinesResolve/assist with any service or claims queriesAssist the marketing staff in the compilation of insurance portfolios for clientsAssist clients in making appropriate coverage changes; make each contact a marketing opportunityInform and educate clients about coverage, exclusions and exposures; document electronic files accordinglyAssist clients by helping to devise means to mitigate risks e.g. additional security measuresUpdate Growth Charts after the completion of all/any financial transactions
Follow up on survey requirements:
Manage their diaryRespond to clients’ needs by producing certificates, policies and other related items accurately and on timeMonitor and review client satisfactionMaintain up to date records of communication with clients
Renewals:
On receipt of the monthly renewal list from their Team Leader, assist the Account Executive to market, negotiate, prepare and analyse alternative renewal optionsWhere applicable, on receipt of complete renewal instructions from the Account Executive proceed with the renewal processWhere the Account Executive indicates they do not requi...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNzMzNTEwNjY2P3NvdXJjZT1ndW10cmVl&jid=1617822&xid=1733510666
4d
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 KPls as laid down by the company for BDCs• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas• Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times• Meet continuing professional development objectives as required by the industry
Salary Details
Fixed salary plus commission
Qualification
Matric/Grade 12FAIS Credits (preferable)RE 5 - a plusProven experience in FACE-TO-FACE SALES experience2 - 3 years DIRECT SALES EXPERIENCE selling short term insurance either as a Broker Agent or Tied Agent.Alternatively, must have SOLID DIRECT SALES EXPERIENCE.A minimum of 2 years’ experience GENERATING LEADS and CONVERTING THEM INTO SALES (prospecting / cold calling) - managing lead generation processAbility to work under pressure and MEET TARGETSCandidates must have a vehicle available to complete sale tasks
If you keen on this please send your CV to
james@abcworldwide.com
Include salary expectation, current salary, notice ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zOTU5OTE5NjY5P3NvdXJjZT1ndW10cmVl&jid=1497800&xid=3959919669
4d
1
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Our client is seeking a professional and experienced Senior Manager: Financial Support to join their team for a 1-year contract, based in East London. Successful candidate will provide developmental financial support solutions, Workouts and Restructuring, and Incentives Fund Management and build a sustainable development investment book. Minimum Requirements:- *Honours Degree in Commerce or equivalent *Minimum 8-10 years’ experience in the Banking industry or Development Finance sector (5 years of which must be at a Senior Management level) *Experience in deal structuring, workouts and due diligence advantageous
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ3ODc1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1181334&xid=1266_47875
2y
1
East London - A specialist risk financier for small and medium enterprises, has an exciting opportunity for a Bcom Finance Graduate Minimum Requirements: Graduates who qualify during and after 2021 with sound academic results and who hold a BCom degree specializing in the following:BCom Specializing in Financial Accounting General Accounting BCom Specializing in Financial Accounting Chartered Accountant BBusSc Specializing in Finance with Accounting - Post Graduate Diploma/Honours in Accounting S/he should be interested in pursuing a CIMA qualification South African citizen.Valid driver’s license. Accounting Individuals who are hard-working, focused and driven. Candidates who would like to expand on their theoretical qualifications with practical experience.Candidates who have a passion for entrepreneurship and SME finance; S/he must be computer literate Modules Offered Orientation: the SME world and entrepreneurship, introduction to due diligence, financing programmes for SME, financial models, legal and advanced taxation Soft Skills Modules: Assertiveness, self-discovery, emotional intelligence, negotiating skills, diversity and perceptions, self-development, corporate citizen, and stress management. Management Modules: Advanced negotiation skills, leadership and motivation, deal generation, communication skills, time management, conflict management, customer service, change management, team building, presentation skills, sales and marketing, and report writing
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzM4MTQxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1123811&xid=1266_38141
2y
1
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Our client is seeking a professional and experienced Senior Manager: Funding to join their team for a 1-year contract, based in East London. Successful candidate will provide developmental financial support solutions, Workouts and Restructuring, and Incentives Fund Management and build a sustainable development investment book. Minimum Requirements:- *Honours Degree in Commerce or equivalent *Minimum 8-10 years’ experience in the Banking industry or Development Finance sector (5 years of which must be at a Senior Management level)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ4MTQ4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1181576&xid=1266_48148
2y
1
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Financial AdvisorLooking for a Financial Advisor to Join our Team. We are oneof the leading financial services providers in the entry-level market. What you need to do? - To go out into the field andprovide financial advice to customer’s and treating customers fairly.. - To offer customer service’s- To market our products and getin New Business- To arrange appointments withpotential clients to write up. - To update and inform customers and client public of our newproducts. - Valid Matric a MUST (grade 12)or NQF level 4 - Must have a SA ID- Self-motivated and able to goaround to rural areas looking for clients- Reside in and around EC- Own transport- Clear Credit and Criminalrecords - At least ONE years’ work experience within sales ormarketing - Covid Certificate a Must We’re all about building strong, lasting relationships withour employees. We know that you have hopes for your future – your career, yourpersonal development and of achieving great things. We pride ourselves inhelping our employees to realize their worth. Please email Full CV and Matric Certificate to: Yolande.nass@gmail.com
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ3MzM5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178010&xid=1266_47339
2y
1
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An exciting Financial Advisor opportunity is available at Liberty for individuals who have an entrepreneurial flair and want to build up a successful career within the financial services sector.
Job Objectives
* Effectively analyzing a clients needs to provide advice on suitable solutions from a predefined package of benefits
* Offer financial solutions and benefits to clients and in ultimately growing the business
* To manage the long-term relationship between Liberty and the client, not only to meet the clients evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
* Identify opportunities to contribute to the growth of the organization.
* Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
Role Requirements
* Smartphone or laptop (essential)
* Computer Literacy (essential)
Qualifications
* Grade 12 (essential)
Experience:
* Telephone and face to face sales experience (desirable)
Benefits
* Medical Aid Contributions
* Provident Fund
* Attractive Incentives
*Desired Skills: *
* communication skills.
* Presentation Skills
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0Xzg0NTRfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1176538&xid=1554_8454
2y
1
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What is a financial advisor?
The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial adviser commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
As an accredited financial adviser with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
Provide appropriate financial advice, in line with the customers resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial adviser profession requires continuous personal development through the attendance and completion of accredited courses and programmes.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customers personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
* A Grade 12 (Matric) certificate
* FAIS compliance
* RE5 an advantage
* A valid Drivers licence and your own car
* A clear criminal and credit check
* A minimum of 3 years working experience (preferably in sales)
* Proven computer literacy (MS Office suite)
* Excellent communication skills (written and verbal)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 March 2022. All prospective employees are required to disclose their vaccination certificates or card
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU3MzdfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1149357&xid=1554_5737
2y
1
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Our client in the Financial Services industry is seeking an experienced and mature Senior Financial Advisor to join their team in Port Elizabeth.RequirementsProven working experience as a Financial Adviser (minimum 5 – 8 years)Track record of successful financial guidanceAbility to analyse market’s financial data and to provide appropriate data-based adviceStrong communication, negotiation and presentation skillsAccuracy, attention to detail and the ability to explain complex information clearly and simplyExcellent PC knowledge and ability to operate systemsCurrent certificate of qualificationsMinimum RE5NQF5 or CFP Responsibilities:Provide advice across a wide variety of financial products and/or servicesAssess a client’s overall financial picture, understand their needs and develop a solid financial planGuide clients towards a suitable financial decision (close a sale)Manage and grow client base and build long term relationshipsNetwork, generate leads and take opportunities necessary to meet sales targetsKeep informed of new industry’s trends and research to offer sound financial adviceOversee the course of the financial plan and update it, if necessary, to ensure the best and most up-to-date advice is givenComply with all industry rules and regulationsLiaise with providers and other any other professionals necessary to ensure best advice Please consider your application unsuccessful should you not receive a response within 2 weeks of applying.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQyMTIwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1151823&xid=1266_42120
2y
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