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Our client in Umhlanga is looking for a professional, experienced Life Insurance Broker. Candidates with proven experience as a financial advisor, currently practicing, within the banking industry, would be advantageous. MatricRE1 or RE5 CertificateMinimum 2/3 years experience as a financial advisor.Class of business certificates, if DOFA is from April 2018 onwardsOwn reliable transportDrivers licenseMust be comfortable driving to government hospitals to meet clientsWith regards to New Business Development, the Life Broker would have a team Its not something the Life Broker would be doing on his/her own. The Call centre will book appointmentsAdmin department will prep files
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzg1NjAxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1216826&xid=1109_85601
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Our client in Umhlanga is looking for a professional, experienced Life Insurance Broker. Candidates with proven experience as a financial advisor, currently practicing, within the banking industry, would be advantageous. MatricRE1 or RE5 CertificateMinimum 2/3 years experience as a financial advisor.Class of business certificates, if DOFA is from April 2018 onwardsOwn reliable transportDrivers licenseMust be comfortable driving to government hospitals to meet clientsWith regards to New Business Development, the Life Broker would have a team Its not something the Life Broker would be doing on his/her own. The Call centre will book appointmentsAdmin department will prep files
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzg0MjM2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1214628&xid=1109_84236
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Join one of South Africas leading insurers as a Life and Investments Advisor.They are a customer-centric and dynamic financial services company with a global footprint and a proud history of innovation. They are vibrant, successful and value orientated with an awesome dynamic culture.They are a formidable player in the insurance market. As a values-based organization, they take their reputation for awesome service and innovation seriously and strive for excellence in all they do. Overview and Purpose of the Role: They have now developed a Life and Investment face to face distribution channel, with custom made systems, processes and products. To facilitate this model the position of Financial Advisor: Life and Investments has emerged. The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio. Minimum Requirements: Qualifications Completed Matric or National Senior Certificate FAIS credits/Full Insurance Qualifications Regulatory Exam (RE5) Having completed the required CPD hours in line with your Product category. Experience Minimum of 4 years long term insurance face to face sales experience Essential Must have your own reliable transport Valid SA drivers license
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzY3OTk1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1168069&xid=1109_67995
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Min role requirementsSenior Certificate (Matric / Grade 12/ NQF 4)24 months experience in life insurance sales.Must have a drivers license and own car.Must meet the FAIS Fit and Proper requirements.Regulatory Examination/RE5 essential.Completed FSB recognised qualification (FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.)Class of Business (COB) (All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzE4MzU3MF9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1778267&xid=1109_183570
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Desired Experience & Qualification
5 Years’ experience in the Transport / Truck and Trailer experienceQualified Artisan / Diesel Mechanic / Auto ElectricianMust have a strong commercial and financial acumen as well as knowledge of the location/region market.
Responsibilities:
Daily planning of the Workshop – Plan workshop jobs, creation of job requisition. Ensure correct work instructions are delivered and communicated to technical team.Create job card for work to be performed – Ensure proper and clear communication is kept with internal partners.Control and Manage Timelines of arrival, starting and completion times. Accurate time keeping of all work performed (signed timesheets submitted daily and approved).Daily times sheets with relevant job cards, check sheets to be signed with quality inspection. All documents to be presented to the Head of Service for signing and submission.Ensuring that work is completed within allocated time or as per agreement with customer and EDAC standards.Complete and upkeep all Quality check sheets, related documentation and paperwork for processing of jobs.Communication – Upkeep and inform Customers with progress of work. Liaising with the Manager, Service Admin Controller, Service Administrators/Advisors and/or customer on progress of work.Ensure delivery of good service, customers centricity and relations through feedback and communication.Upselling of Service Work – Inspect and Identify additional potential on equipment entering the workshop. Ensure proper communication and quotations are prepared to issue to customers. Upskill FSE’s to identify possibilities.Customer relations development.Conduct Workshop Technical, HSE, Quality and general meetings to plan, execute and deliver on service requirements and performance.Monitor and manage workshop housekeeping. Always ensure clean and safe working environment.Identify Maintenance Contract opportunities with key and new clients.Marketing of our brand and business.Service Administration - Finance:Check and sign service Job cards prior to submitting for processingManaging Work in Progress and ensuring jobs are completed ASAPMonitoring efficiencies of staff.Taking after-hour service and breakdown calls, coordinating with technicians and liaising with customers on progress of work.Quality of workmanship.Technical support to staff and identify training required.Ensure that service vehicles are serviced and maintained.Ensure that proper safety procedures (use of safety equipment) are adhered to on site.Ensure all personnel are equipped with safety equipment (PPE) and documentation is up to date
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzU5NDI2OTY/c291cmNlPWd1bXRyZWU=&jid=1195889&xid=375942696
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Join this established boutique wealth firm at their Durban North offices as a Financial Planner.The successful candidate will provide holistic financial planning advice, including but not limited to long-term risk, investment, medical aid & gap and short-term.Grow and maintain existing client relationships, source new clients. Maintain, Service & provide holistic financial planning advice to an existing book of high net-worth clients.Ensure all FAIS and FICA compliance requirements are metRequirements:2 years experience in a Wealth Management / Financial Advisory firm Solid exposure to Investments , Wealth & Risk Portfolios Fit and proper
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzgxNDI1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1209899&xid=1109_81425
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Employer DescriptionLeading Financial Services InstitutionJob DescriptionThis Organisational Effectiveness Consultant role reporting to the Human Capital Executive is a challenging and exciting role, giving you the opportunity to show your abilities and attributes.You will facilitate and implement organisational development solutions that increase the effectiveness of the business and enable employee engagement to empower the business to achieve its objectives.Your responsibilities:Facilitate and deliver value adding organisational effectiveness interventions to address organisational development gaps in line with the Companys frameworks.Provide business leadership with support aligned to culture and leadership framework.Run and implement projects according to business needs and objectives.Conduct research to drive best practise with the fields of organisaional effectiveness.Collaborate with Human Capital team to facilitate and deliver value adding organisation development programs and interventions to address organisational development gaps in line with the Companys frameworks.Partner with the Human Capital team in initiating and improving the effective delivery of Human Capital Management solutions, while integrating and sharing best practices.Use psychometric assessments to inform interventions to build an effective organisation and teams.Use psychometric assessments to guide career progression engagements with leaders and employees to identify, deploy, motivate and energise talent.Implement talent management interventions to build a sustainable pipeline to increase the size and competence of the succession pool at all critical levels within the organisation in order to ensure long term strategy and the agility of the business to respond to the market and competitors.Facilitate organisational effectiveness interventions to effectively manage conflict, build teams, create change agility and build a culture that is aligns to business values.Coach, advise and provide tools to leaders to successfully lead change in their environment.Facilitate interventions that build an innovative, collaborative and client centric culture that supports business values.Collaborate with stakeholders to implement leadership development interventions in line with the Companys leadership framework.Build and maintain effective business relationships with all key stakeholders by initiating and maintaining regular interactions.Facilitate team effectiveness interventions in order to increase collaboration, productivity and work satisfaction.Act as trusted coach and advisor to leaders and employees in the business on organisation development related issues.Effectively use diagnostic tools and monitor business results to determine the success of interventions and to design new interventions.Compile and submit organisational development scorecards, monthly rep
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzg5NzU1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1223311&xid=1109_89755
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The Role: We are looking for a Partner - People and Culture to support BU management in forecasting and planning the talent pipeline requirements in line with business requirements and in support of the overall People strategyPartner with the Learning and Development environment in the identification and implementation of business appropriate learning interventions. Duties/ Responsibilities: Support the relevant people processes (performance, development, and career development) to ensure that employeesâ?? level of performance and capabilities meet current and future standards as required by the business.Identify and participate in specific projects as determined in the annual People plan as well as participate in functional and cross-functional initiatives as required by business.Provide input into initiatives aimed at driving the continuous improvement of HR services and processes.Provide relevant input and support in the development of the reporting of HR analytical information. Relationship Management Provide expert advice and coaching to the relevant management where appropriate.Understand management opinions and anticipate their needs and concerns.Risk and Governance Actively participate in HR related business risk mitigation, ensuring that relevant HR risks are appropriately mitigated and or recorded.Participate in relevant risk and governance processes, as and when required.Ensure that relevant HR policies are implemented consistently and fairly across all business, ensuring that any policies are made in a fair and objective manner.Ensure that all HR policies are appropriately communicated within the business.Employee Relations Promote, drive and manage sound employee relations to create an awareness of the well-being of the business.Act as an advisor to the relevant BU management of any potential employee relation matters, ensuring that all relevant policies are adhered to and are applied fairly and consistently.Conduct the relevant analysis of employee relations activities to identify corrective measures and report on these as and when required.Operational Administration Provide the relevant and appropriate administration support to the business as and when required i.e. transfers, escalations and ad hoc requests.Skills and Experience: Essential Qualification: Relevant HR and/or associated qualification Preferred Qualifications: Recognised as being very knowledgeable in all aspects of HRDemonstrated high-level of proficiency in MS office suiteFinancial and Business acumen Experience Required: HR experience: 5+ yearsâ?? experience in HR role(s) in comparable organizationsProject Management: 1-2 yearsâ?? experience in participating in small to medium HR related projectsOther: Work environment: Hybrid work approachRequired to be visible at business sites Travel: Yes â??
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzY0NTA1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1229022&xid=1108_64505
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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 areasSource 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 CompetenciesExcellent 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 CompetenciesCUSTOMER CONNECTIONRelationship buildingInsightEXECUTION EXCELLENCEProduct salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITYCollaboration cultureManaging performanceDeveloping talentRequirementsEducation and ExperienceMatric; 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 skillsFinancial PlanningPresentation SkillsSales skillsTime managementBusine
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcwOTg5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1180404&xid=1109_70989
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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=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc1MzY2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1192942&xid=1109_75366
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FINANCIAL ADVISOR SpecOur Client is looking for Top Sales people that possess theFollowing Qualities:Hungry for Successlooking for an aspirational long-term careersolid work ethicresilience and grita serious passion for the sales profession.Minimum Requirements:Minimum of 1 Year Hardcore Cold Calling and Sales ExperienceStrong Corporate, Business & Financial Acumen AdvantageousBachelors degree in Economics, Finance, Psychology, PoliticalScience or General Undergraduate Qualification
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzg5NjQ1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1222760&xid=1109_89645
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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=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc1MzUxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1192929&xid=1109_75351
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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=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc3MTg0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198563&xid=1109_77184
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Qualifications and Skills: RE 5 (essential minimum).Marketing and sales or financial advisor degree or related tertiary qualification Would be preferred. Experience Min 5 years sales experience in a Healthcare and financial services sector.Min 5 years experience in a medical schemes environment.Min 5 years proven sales track record and targets achieved.Willing and able to travel extensively, including overnight trips.Own reliable vehicle which maintains the desired professional company image.Highly professional, polished appearance. Duties and Responsibilities: New business development role, with target-based performance management.Sell the services and solutions that the company offers. Maintain and grow a strong client base with brokers, employers, unions and related stakeholders to ensure continuous development of new business and retention opportunities.Find new business opportunities and maintain a healthy pipeline for future deals.Respond to new and current client base regarding complaints and service enquiries.Perform situational analysis amongst contracted brokers, by means of the BNA (Broker Needs Analysis).Increase product footprint across all HEALTH SQUARED Medical Scheme and products.Brokerage categorisation & relationship development, focused on enhancing brokers performance.Analysis of brokers target market, product focus and national footprint.Extensive industry knowledge and effective positioning against industry competitors.Identification of brokerage needs, administration processes and product requirements.Package products and solutions tailored around brokers target markets.Weekly communication via marketing titbits and Product Refreshers, constructively communicating benefit and product highlights.Implement business development and retention campaigns within broker and employer markets, with quantifiable outcome measurement.Develop and implement marketing plans that will outperform competitor strategies.Continuously analyze competitor strategies and ensure knowledge is current on competitor activity.Negotiate with intermediaries regarding the level of business and servicing requirements.Promote solutions through marketing presentations and training.Initiate and manage marketing drives to secure profitable, quality new business from brokers.Deliver training to brokers to ensure their understanding of their products and services where necessary.Manage client query processes and ensure that queries are tracked, accurately resolved.Provide regular reports on delivery of services against agreed service standards and in terms of overall client targets.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc4MzM0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1200867&xid=1109_78334
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The duties and responsibilities of this position include, but are not limited to:Developing and maintaining strong working relationships with advisorsFollowing up on advisor requests and queries in a timely manner and ensuring service standards are met.Presenting to advisors the benefits of the Sygnia offering.Liaising with internal departments to ensure that excellent customer service standards can be met.Keeping up to date with competitor products and service offeringsROLE QUALIFICATIONS AND EXPERIENCE:BCom or any other completed university degreeMinimum of 2 years’ experience working as a Business Development Executive within Financial Services focusing on InvestmentsCFPRE5Ability to work in a teamComputer literacyCORE COMPETENCIES REQUIRED:Excellent communicator and listenerCustomer service mindsetAble to interact with clients effectivelyGood organisational skillsEnergetic with a positive and friendly attitudeProfessional and presentableExcellent communication skillsCompany DescriptionWe are currently recruiting for a Business Development Executive for a company based in Durban area. The ideal candidate must a B. Com or any other completed university degree with CFP and RE5 certification. The ideal candidate must have a minimum of 2 years’ experience working as a Business Development Executive within Financial Services focusing on Investments
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQxMTkyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1149035&xid=1266_41192
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The duties and responsibilities of this position include, but are not limited to:Developing and maintaining strong working relationships with advisorsFollowing up on advisor requests and queries in a timely manner and ensuring service standards are met.Presenting to advisors the benefits of the Sygnia offering.Liaising with internal departments to ensure that excellent customer service standards can be met.Keeping up to date with competitor products and service offeringsROLE QUALIFICATIONS AND EXPERIENCE:BCom or any other completed university degreeMinimum of 2 years’ experience working as a Business Development Executive within Financial Services focusing on InvestmentsCFPRE5Ability to work in a teamComputer literacyCORE COMPETENCIES REQUIRED:Excellent communicator and listenerCustomer service mindsetAble to interact with clients effectivelyGood organisational skillsEnergetic with a positive and friendly attitudeProfessional and presentableExcellent communication skillsCompany DescriptionWe are currently recruiting for a Business Development Executive for a company based in Durban area. The ideal candidate must a B. Com or any other completed university degree with CFP and RE5 certification. The ideal candidate must have a minimum of 2 years’ experience working as a Business Development Executive within Financial Services focusing on Investments
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQxMTkyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1149035&xid=1266_41192
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The duties and responsibilities of this position include, but are not limited to:Developing and maintaining strong working relationships with advisorsFollowing up on advisor requests and queries in a timely manner and ensuring service standards are met.Presenting to advisors the benefits of the Sygnia offering.Liaising with internal departments to ensure that excellent customer service standards can be met.Keeping up to date with competitor products and service offeringsROLE QUALIFICATIONS AND EXPERIENCE:BCom or any other completed university degreeMinimum of 2 years’ experience working as a Business Development Executive within Financial Services focusing on InvestmentsCFPRE5Ability to work in a teamComputer literacyCORE COMPETENCIES REQUIRED:Excellent communicator and listenerCustomer service mindsetAble to interact with clients effectivelyGood organisational skillsEnergetic with a positive and friendly attitudeProfessional and presentableExcellent communication skillsCompany DescriptionWe are currently recruiting for a Business Development Executive for a company based in Durban area. The ideal candidate must a B. Com or any other completed university degree with CFP and RE5 certification. The ideal candidate must have a minimum of 2 years’ experience working as a Business Development Executive within Financial Services focusing on Investments
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQxMTkyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1149035&xid=1266_41192
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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=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc3MTczX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198552&xid=1109_77173
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LIFE ASSURANCE FINANCIAL CONSULTANT R NEGOTIABE JOHANNESBURG Client seeks a Financial Advisor with the RE exam completed and 120 FAIS credits on NQF Level 5 to join their successful team . Market a wide range of products. Advisor must be committed to providing the best service to the client. Client will pay a basic salary (R11 000) during training and then an excellent commission structure is offered with additional benefits. Own transport with valid drivers licence essential. Candidates employed currently as a Financial Advisor preferred.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzY2NTM2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1163018&xid=1109_66536
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SENIOR FINANCIAL ADVISOR Positions Available Nationally Seeking self-motivated, enthusiastic and ambitious candidates who enjoy networking and establishing excellent relationships. Requirements include: Grade 12, RE5, 2 years financial advising experience, own reliable transport, clear credit and criminal verifications. Candidates must have sound sales ability, be well organized and determined to succeed in a well-established corporate environment . Entrepreneurial qualities essential. Excellent commission and production bonuses offered.ABOVE REQUIREMENTS ESSENTIAL.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzY2NTQxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1163020&xid=1109_66541
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