Financial advisor in KwaZulu-Natal | Gumtree Classifieds in KwaZulu-Natal

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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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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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Salaried Financial Advisor at Old Mutual

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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=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2NjZfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147954&xid=1554_5666

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