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1
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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=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzE4MzU2OV9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1778266&xid=1109_183569
20h
1
Business Consultant
Position: Full time, Hybrid (Office based)
Location: Pretoria
Please send your latest CV to Michelle - kindo.m@abcworldwide.com
COMPANY PROFILE
Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market.
They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary.
About the role
This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa.
Key Responsibilities
Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness
Core Competencies
Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands and helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzc3NzQ4NzYxP3NvdXJjZT1ndW10cmVl&jid=1545838&xid=2777748761
21h
1
My client in the Short Term Insurance is looking for a Broker
Minimum requirements for successful candidates:
MatricFull qualification (NQF4) Short-term insurance - Commercial and Personal lines.Successfully completed the class business examSuccessfully completed the RE5 examCurrently registered with the Financial Sector Conduct Authority as a full representative2+ years, of experience as a representative rendering Financial Advice and Intermediary servicesMust be computer literate on a basic intermediary level on Microsoft softwareMust have excellent negotiation and presentation skills and possesses the ability to close dealsMust have high initiative and entrepreneurial skills and must be able to work independentlyOwn transport and a cell phone are mandatoryAFRIKAANS & ENGLISH First Language ESS
Responsibilities will be, but are not limited to:
Prospection and closing of new businessMaintaining existing businessTo have a holistic approach to financial adviceEstablishing and defining a professional relationship with clienteleAnalysing and evaluating current insurance policies and cover informationDeveloping and presenting recommendations and/or alternatives to clienteleThe implementation of recommendationsThe monitoring and maintaining of clients short-term insurance portfolios
The remuneration and value proposition are to be compiled in collaboration with each successful individual advisor.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTAzNjQ2MzYwP3NvdXJjZT1ndW10cmVl&jid=1302138&xid=2103646360
21h
1
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Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.
Job Description:Job Description/Duties:• Assisting Financial Planners in all their administrative tasks• Research product information• Prepare financial planning and investment proposals• Handle and solve client enquiries• Report new business statistics• Prepare investment review appointments• Keep track of assets under management• Maintain Client Relationship Management system• Rebalance and maintain of existing portfolios• Prepare and distribute monthly/quarterly/annual statements / certificates / communication
Minimum Requirements:• Matric Qualification• BCom degree (Advantageous)• Previous experience and working knowledge in life and risk insurance - long term insurance. (Required)• Must be able to speak and understand Afrikaans and English, due to client base.
Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za
Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83NDI4ODQ2OTc/c291cmNlPWd1bXRyZWU=&jid=1296736&xid=742884697
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Reporting to the Provincial Director of Operations, the incumbent shall Implement tailored and best-fit advice, support and solutions to address municipal challenges in focus areas that include; the Built environment and planning function. Monitor and guide on legislative, policy and procedural compliance in municipalities to strengthen the institutional capacity and governance in municipalities relating to the respective focus areas
THE CANDIDATE PROFILE
Ability to manage in a multidisciplinary environment;Results driven individual;A dynamic, motivated self-starter with high levels of emotional maturity;Ability to draft, analyse and interpret reports in a professional and quality manner for the Senior and executive team; andStrong initiative and well-rounded implementer and driver of multi-disciplinary programmes that have an intended turnaround dimension.
QUALIFICATIONS AND EXPERIENCE
A Bachelor’s Degree or NQF 7 equivalent in Public Administration/ Management, Monitoring and Evaluation; Information Management,Project Management or other relevant academic qualification;At least 6 years working experience within the broader public sector of which 3 years must be within the Strategy, Planning, Performance Monitoring and Evaluation;Previous experience in developing and implementing strategy is essential;A valid code 08 drivers’ license and own vehicle;Sound track record in managing complex stakeholder relationships and a well-developed lobbying and advocacy skillset;Proven experience in remuneration;Knowledge of research methodologies, data collection, analysis and reporting writing;Knowledge of planning, performance monitoring frameworks, national outcomes, Financial Management of Parliaments and Provincial Legislatures Act (FAMPPLA) /Public Finance Management Act (PFMA); andKnowledge of the development of the strategic plan, annual performance plan and operational plans.
Key Performance Areas
Advocate Local Government positions on national development planning mattersProvide professional support to municipalities on matters dealing with IDPs, Spatial Planning, Land Use Management and Rural DevelopmentRepresent the interests of local government on various forums where development planning matters that fall within the competencies of local government are discussedEnsure that issues that impact on the developmental role of local government are correctly articulated when engaging with other spheres of governmentBuild partnerships with relevant stakeholders to ensure coordi...
https://www.ditto.jobs/job/gumtree/3055812061?source=gumtree
1d
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The successful candidate will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits & Medical Aid.) to clients.Roles And Responsibilities: Optimize business profitability by identifying income opportunities and meeting agreed income targetsFacilitate requirements between clients and product/service providersTrack and report progress of agreed implementation to clientsIssue confirmation of implementation to clientsConduct annual reviews with clientsScan client base and target market for financial planning opportunitiesGenerate leads by identifying appropriate clients/prospectsContact clients/prospects to introduce or position products and service offeringCreate interest and secure financial planning meetings with prospects/clientsUnderstand and analyze estate plans and make necessary recommendationsUnderstand and analyze a client financial needs analysis and make recommendationsDeliver quality financial planning and advisory services to existing and prospective clientsRetain existing clients and generate new clientsUnderstand and be able to compare the features and benefits of different risk productsHave a fair understanding of the different analysis tools from a risk perspectiveKeep up to date with tax changes affecting financial/estate planningProvide clients with necessary product information when requiredRequired Qualifications: Post Graduate Diploma in Financial PlanningCertified Financial Planner® (CFP®)Regulatory Examination 5 - Representatives
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzU3NzA2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1211536&xid=1108_57706
2y
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The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.Key performance areas Source new business from retained clients and by means of referrals Support client related strategies and deliver key goalsEnsure that the clients investment portfolio is consistent with FPCs investment philosophy Provide the client with information on the performance of the various investment portfolios available Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements Education and Experience Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments); CFP. Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)Minimum 2 years experience in financial advisory role.Knowledge and skills Financial PlanningPresentation SkillsSales skillsTime managementBusiness understandin
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzg5NjgxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1222791&xid=1109_89681
2y
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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=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc3MTc2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198556&xid=1109_77176
2y
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The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.Key performance areas Source new business from retained clients and by means of referrals Support client related strategies and deliver key goalsEnsure that the clients investment portfolio is consistent with FPCs investment philosophy Provide the client with information on the performance of the various investment portfolios available Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements Education and Experience Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments); CFP. Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)Minimum 2 years experience in financial advisory role.Knowledge and skills Financial PlanningPresentation SkillsSales skillsTime managementBusiness unde
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc3MTg1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198564&xid=1109_77185
2y
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SavedSave
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=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc1NDA4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1192968&xid=1109_75408
2y
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Job Detail
Job ID
173969
Offered Salary
R 559 848 - R 917 885
Qualifications
Certificate
Industry
Tourism and travel
Centre
Addo Elephant National Park
Where to submit application https://www.sanparks.org/about/jobs/default.php?id=58534
Job Description
Description: A vacancy exists for the position of Node Coordinator to lead the implementation of the Greater Addo to Amathole Node activities for the project “Catalyzing Financing and Capacity for the Biodiversity Economy around Protected Areas”. This project is supported by the World Bank and financed by the Global Environment Facility (GEF). The project aims “to leverage financial resources and improve capacity to implement the Biodiversity Economy and increase benefits from selected Protected Area landscapes to local communities”. The project will help to transform South Africa`s wildlife economy to become inclusive and sustainable, supporting land reform beneficiaries and other communities in the project landscapes. The position will be stationed in Gqeberha and will report to the SANParks Park Expansion Manager. Requirements: A recognised four year post graduate tertiary qualification in environmental / natural resource management or similar. Minimum of 7 years experience in the biodiversity economy, land use planning, protected area management and biodiversity stewardship, rural development, capacity building in the environmental context, socio-economic models pertaining to protected areas. Minimum of 5 years experience in multi stakeholder project coordination. Knowledge of all relevant conservation and environmental legislation and statutory processes (IDP, SDF, spatial planning). Clearly list the legislation and statutory processes you have knowledge of in your CV. Process facilitation skills and experience; Conflict management; Relationship management; Financial management. (Clearly indicate your experience in your CV) Ability to speak fluently in isiXhosa is an advantage Computer literacy in MS Office Good report writing and presentation skills The successful candidate should be an excellent communicator, should be able to facilitate the identification of stakeholder needs and develop effective responses. A background in dealing with rural and agricultural farming communities would be advantageous. A valid driver`s license (Code EB) accompanied by a willingness and ability to travel (note: own vehicle required). Responsibilities: Establish a coordination structure for the Greater Addo-Amathole Node Create a shared vision that can then be translated into identifying investment opportunities specific for the node Facilitate the Master Plan process, guided by the coordination structure, and with support from a project spatial planning advisor Share the content of the Master Plan with municipalities in the node – aiming to integrate relevant goals and actions into processes for updating municipal Integrated Development Plans (IDP), Spatial Development Frameworks (SDF) and Local Economic
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Join this leading internation listed firm as a Commercial Lines Advisor. The successful candidate will be responsible for the acquisition of new sales across specifically Personal Lines Short Term Insurance.Description: Conducts sales presentations and works to ensure the maintenance of a book of business of small, low-risk accounts and a high frequency of sales work to generate a sales profConducts cold calls utilizing a proficient awareness of internal offerings and product solutions to ultimately gain sales meetings.Develops complex and effective sales proposals and sales presentations for prospect accounts. Closing sales deals by negotiating values and basic pricing structures to best serve both the business and client needsConducts thorough due diligence research leveraging various resources and channels of information to identify or understand prospect accounts or target sales expansion opportunities.Participates and shadows a Sales Professional or Sales Leader in client and prospect meetings as appropriate to gain insight as to large or complex accounts, specializations and all general aspects of the sales process.Maintains account relationships and works to ensure the business is viewed as a preferred vendor.Oversees the sales process from start to finish to ensure service quality and general transactional satisfaction.Belongs to various professional organizations and grows a large professional network to benefit and represent the business.Participates in sales training events and other professional development coursesQualifications:RE1 or RE5 Full QualificationIndustry Related Credits
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcyNjYxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1183886&xid=1109_72661
2y
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Legal Advisor, Jobs Fund – Pretoria – R882 042pa24 Month Fixed Term Contract Purpose of the post:To assist with the implementation of the Jobs Fund legal strategy and framework, and to conduct research and provide legal advice and support on the establishment and management of funding contracts between the Jobs Fund and clients. Key responsibilities:Strategy and Research:Provide inputs and feedback on strategic plans and annual reportsMaintain and recommend improvements to Legal Advisory policies and proceduresConduct legal and/or factual research and investigations on employment facilitation funding, analyse data and recommend courses of action, as appropriateResearch and provide advice on legal issues arising under domestic and international Administrative and Contract laws as requested Contracts and legal instruments:Assist with the establishment, performance and accessibility of the Jobs Fund contract management strategy and framework including the records and signed contracts database and standardized templates registerProvide legal advice to stakeholders on legal issues concerning, amongst other, the restricting of state assets, bond issues, financial regulation, procurement issues and treasury controlDraft contracts and develop legal instruments for the reviewing of contracts for compliance (domestic and international)Assist with the negotiation of contracts on behalf of the client, Minister of Finance and entities where applicable Contract management and administration:Conduct and provide legal research on projects prior to and after client consultationsDraft and review commercial agreements and contracts to be entered into by the clients Jobs Fund divisionUpdate and maintain the signed contracts and records databaseRecord all new instructions appended to signed contractsMonitor and review compliance with terms and conditions of contracts, analyselegal issues arising, and develop and implement corrective actions and/or solutions Professional Legal Assistance:Provide legal advice to clients and client representation at appropriate forumsScrutinize legal documentation and addressing of any issuesDraft legal documents, pleadings, and opinionsProvide legal support in respect of any projects that may have legal implicationsAssist with the writing, reviewing, and editing of legal correspondence between Jobs Fund and clients Knowledge Management:Write papers, reports, opinions, articles, and other documents for publishing on the clients Jobs Fund websiteMaintain and update the database of all legal opinions generated for clients and/or the company’s Jobs Funds Division Client relationship management:Identify key staff, and build and maintain relationships and interactions with clients, stakeholders and business representativesEstablish relationships with internal and external service providersMonitor the level of client satisfaction at regular intervals and after each significant delivery of product or serviceIdentify and respond to opportunitie
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Do you have an unwavering attention to detail and an eye for spotting errors? Do you love reviewing phone calls to ensure staff meet the required standard? Are you fantastic at evaluation and coaching where required?Minimum Requirements: Computer literate with knowledge in Excel, Word and MS Suite;Completed Senior Certificate (Matric);2 years experience in an administrative and compliance quality assurance position, within the Insurance industry;RE5 certificate (preferred);Ability to communicate appropriately and effectively in spoken and written English and Afrikaans;Be able to work long hours only if necessary-above & beyond the specified hours if need be.Duties: Monitoring /Quality Assurance: Daily Monitoring and Quality Assurance of all New Business and Servicing Deals;Weekly Monitoring and Quality Assurance of all New Business and Servicing Deals.On-going Assistance and Feedback: Assist Financial Advisors and Administrators with Rectifying Identified Compliance Errors/Risks;Meeting with Financial Advisers and Administrators to Rectify any Identified Compliance Errors/Risks under the Guidance of the Internal Compliance Officer.Quality Assurance Administration: Send Weekly Quality Assurance feedback to the Admin Manager and Internal Compliance Officer;Ensure that the Quality Assurance Spreadsheet is updated by the Admin Manager Weekly;Ensure that All Completed Quality Assurance Tasks are Completed on our CRM System;Check that broker drive is updated with final documents;Assist with uploading of complete packs into CRM;Spot check QA using task tracker and production schedules to ensure admin is capturing accurately on CRM.Monitoring /Auditing Quality of Applications and Quotes: Check that the Application and Quote is signed and dated;Check that the Application and Quote correspond;Check that the Administrator has the correct task number;Check that the correct Compliance documents are in the Pack;Check that the Admin Pack is E-Filed;Check that the New /Servicing deal is tracked on the figures report;Check that the Application is sent to the capturer within the correct Service Level Agreement;Check that FICA documents are E-Filed and received when required;Keep track and recommend training based on errors identified.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzUwNzE0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1183562&xid=1108_50714
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Being the trusted leader in financial planning and advice after more than 60 years in the market, we are expanding our business and looking for exceptional individuals to grow with us.
This is a long-term career and we only hire the best to fit in with our culture of succesful people who have been with the company for decades.
To undergo a strutured mentoring process and professional development path to become a Financial Advisor. There is initial Induction and thereafter you are able to do business with all the support and resources we provide to help you become succesful and thereafter you are continuously studying with the option of studying up to Honours Degree level.
Prospect and continuously source new clients by means of referrals, networking and circles of influence
Provide professional financial planning and advice to clients which leads to long-term relationships
Matric, own reliable vehicle and drivers license is essential
Tertiary qualification advantageous
Extensive new business development experience is a big plus but someone with the right mindset and ambitions could also excel in this type of sales/advice environment
Passion for helping people and making a difference
Clear criminal and credit record
Excellent learning ability
Impeccable business ethics
The ability to also work remotely as well as the ability to work without tight supervision
Matric, own reliable vehicle and drivers license is essential
Tertiary qualification advantageous
Extensive new business development experience is a big plus but someone with the right mindset and ambitions could also excel in this type of sales/advice environment
Passion for helping people and making a difference
Clear criminal and credit record
Excellent learning ability
Impeccable business ethics
The ability to also work remotely as well as the ability to work without tight supervision
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzIzNTY1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1183297&xid=1555_23565
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Description: Conducts sales presentations and works to ensure the maintenance of a book of business of small, low-risk accounts and a high frequency of sales work to generate a sales profConducts cold calls utilizing a proficient awareness of internal offerings and product solutions to ultimately gain sales meetings.Develops complex and effective sales proposals and sales presentations for prospect accounts. Closing sales deals by negotiating values and basic pricing structures to best serve both the business and client needsConducts thorough due diligence research leveraging various resources and channels of information to identify or understand prospect accounts or target sales expansion opportunities.Participates and shadows a Sales Professional or Sales Leader in client and prospect meetings as appropriate to gain insight as to large or complex accounts, specializations and all general aspects of the sales process.Maintains account relationships and works to ensure the business is viewed as a preferred vendor.Oversees the sales process from start to finish to ensure service quality and general transactional satisfaction.Belongs to various professional organizations and grows a large professional network to benefit and represent the business.Participates in sales training events and other professional development coursesQualifications:RE1 or RE5 Full QualificationIndustry Related Credits
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzY3OTkzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1168068&xid=1109_67993
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FINANCIAL ADVISOR - Commission base ONLY (leads provided) Closing date: 18 March 2022Appointment: Permanent, full-time positionAreas: 2X Kuilsriver, Western Cape, 1X Roodepoort, Johannesburg and 2X Pretoria, GautengSalary: Commission base ONLY (leads provided)A financial planning group requires a Financial Advisor who has a client base of their own to join the company. The job entitles to be responsible for clients Financial Planning, Investment and Retirement Proposals. The role requires the gathering of client information, financial planning analysis, preparing client reports and assisting in managing the client review process.Company offers successful applicants:Group Life BenefitsDesk / Internet / Printing facility /TelephoneAdministrative SupportPI CoverLeads providedCommission split: 70/30Qualifications / RequirementsFinancial Industry related qualifications. Completed at least a financial industry related Diploma (NQF 5 level), A degree or Postgraduate Diploma, CFP accreditation would be advantageousRegulatory Exam RE 1 / RE 5Minimum 4-5-year experience in a Financial Services Environment, focus on Financial Planning & Financial Solutions to ClientNot working under supervisionIndependent advisor/broker and not tied to 1 Company onlyAverage Income: R375 000.00 p.aRESPONSIBILITIESNew & Existing clients:Scan client base and target markets for financial planning opportunities.Generate leads by identifying appropriate clients/prospects.Create interest and secure financial planning meetings with clients.Retain existing clients and generate new clients.Optimise business profitability by identifying income opportunities and meeting agreed to income targets.Facilitate requirements for clients and product/service providers.Track and report progress of agreed implementation to clients.Conduct annual reviews with clients.Compliance & Process:Agree and document services to be provided.Provide and explain regulatory disclosures to new/existing clients.Agree and sign service level agreements with new/existing clients.Conduct financial needs analysis for clients using businesss FNA system.Consolidate recommendations and action steps into a financial plan.Source quotations for product related recommendations.Present recommendations, listen to clients concerns and revise strategies if necessary.Get clients to complete and sign all advisory documents and instructions.Complete Client Advice Record.Competencies:Compliance: Adhere to Industry Legislation (FICA and FAIS Regulations)Upload Client Financial Information on our CRM System (Elite Wealth)Good written, telephonic and customer service relationshipAnalytical and numerical skillsTime Management SkillsResult Driven Computer Literate (Word, Excel)Proble
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzY3OTIzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1167208&xid=1109_67923
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We are looking for people to join our team of Financial Advisors, based in Faerie Glen, Pretoria.Criteria NB!!!!-Must be at least 26 years old.-MUST have RE qualification.-MUST have some experience in the industry or relevant industry.-MUST have own vehicle.-MUST have strong network to start working from.• Basic salary of R12k per month for the first 2 months (during training)• Great commission and bonus structure + 13th cheque• Interest free Technology loan of R20k to purchase technological equipment.• Full back-office/admin support.• On-going training and Mentorship and a career plan with the ultimate goal of owning your own franchise• Upfront bursaries for industry related degrees/certificates/diplomas.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzQ0MTM3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1129297&xid=1108_44137
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What is a financial advisor?
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor 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 advisor 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.
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 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process.
Responsibilities
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 advisor profession requires continuous personal development through the attendance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2ODBfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147902&xid=1554_5680
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My Life Insurance client is looking for Financial AdvisorsMinimum requirements: Matric/Grade 12 or SAQA Accredited Equivalent Essential120 FAIS credits (NQF 5) in Wealth Management, CFP2 or more years experience as a Financial Advisor within the financial services industry, life and investment essentialRE 5 certificateProven sales track recordDuties: Develop and maintain a personal network and represent the organization at relevant industry eventsSource leads and referralsIdentify sales opportunities while promoting the organization and enhancing its reputationIntroduce internal specialists and utilize their expertise to gather and analyse client data in order to identify the correct sales opportunities and solutionsManage the customer journey from sales to onboarding and regular portfolio reviewDevelop and implement a customer contact plan to communicate and engage with the client regarding product launches, sales campaigns, servicing opportunities and ongoing portfolio managementManage key client-customer relationships to maintain customer satisfaction, retention and loyalty while following principles of TCFDevelop and maintain knowledge, understanding and adherence to the regulatory framework and relevant codes as well as the organizations policies and proceduresParticipate in development programmes, assessments and activities which form part of the formal and informal training programGain/maintain the relevant external professional accreditation requirementsMaintain an in-depth understanding of the Financial Services Industry regulations, best practice solutions and fit and proper requirements
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzQ5MDQ1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1174703&xid=1108_49045
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