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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
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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
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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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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
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