Are you a passionate Broker Consultant looking to make a significant impact in the financial services industry? An esteemed financial services company partnered with a leading recruitment agency is seeking a talented individual like you to join their dynamic team. You will need to support and build relationships with financial advisers around the country with a focus on business development. You ...
Field sales representatives are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the company. Would be advising primarily on commercial insurance.Description Source sufficient lead generating Maintain and update your Lead Generation Matrix on a weekly basis Once a quote is reque...
Description This role forms the integral link between Old Mutual and its base of intermediaries, both internally and externally. You will independently manage assigned intermediaries and be responsible for promoting Old Mutual products and brands to Intermediaries and clients via the Intermediaries. You will develop and implement Intermediary strategies and account plans. You will support and adv...
Field sales representatives are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the company. Would be advising primarily on commercial insurance. Description Source sufficient lead generating Maintain and update your Lead Generation Matrix on a weekly basis Once a quote is requ...
Description This role forms the integral link between Old Mutual and its base of intermediaries, both internally and externally. You will independently manage assigned intermediaries and be responsible for promoting Old Mutual products and brands to Intermediaries and clients via the Intermediaries. You will develop and implement Intermediary strategies and account plans. You will support and adv...
Join our client a leading Financial Services Giant as aBrokerConsultant.As a BusinessConsultantthe successful candidate will be responsible for building and maintaining the relationship between our Client and Intermediaries/Financial Planners.The successful candidate focus areas would be:Create valuable business partnerships to enhance the business.Manage a panel ofBrokersin your allocated area.P...
Join our client a leading Financial Services Giant as aBrokerConsultant. As a BusinessConsultantthe successful candidate will be responsible for building and maintaining the relationship between our Client and Intermediaries/Financial Planners. The successful candidate focus areas would be: Create valuable business partnerships to enhance the business.Manage a panel ofBrokersin your allocated are...
OUTsurance has been propelling the South African insurance industry forward for the last 25 years. As leaders in the field, we're always looking for innovative ways to create digitally advanced solutions, without losing sight of our human values. Our continued success can be attributed to outstanding employees who set the bar high with their energy and expertise. If you're keen to grow your caree...
Administrator for a Trade Credit Insurer Table View My client who is an independent specialist broker focusing on Trade Credit is seeking a hands on, reliable and accurate administrator to join their team. Duties: General client administration. Request ageings from all clients on a monthly basis. Prepare the client reports. Ensure that declarations are completed and submitted timeously to the ins...
Field sales representatives are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the company. Would be advising primarily on commercial insurance. Source sufficient lead generating Maintain and update your Lead Generation Matrix on a weekly basis Once a quote is requested the co...
Duties:Prospecting for new business from new clients and mining the stores database.Educating prospective clients on the value proposition of owning physical gold.Transacting a sales using the Company's sales processes and system.Promoting new launches with existing and potential clients.Ensuring that clients needs are properly diagnosed and ensuring that the client understands why they are buyin...
Internal Broker Commercial Lines - Cape TownFull job descriptionRole Purpose:As an Internal Broker in Commercial Lines, your core responsibility is to support our Account Executive in effectively serving our commercial lines clientele. You'll be instrumental in delivering efficient underwriting services, ensuring minimal cancellations, and meeting retention targets. Additionally, you'll cultivate...
START DATE : A.S.A.P / ImmediateREQUIREMENTS:3 years corporate underwriting experienceMicrosoft Office (Word, Excel)Matric or EquivalentRE5 NON NEGOTIABLEFAIS compliant (credits and/or full qualification) DUTIES: Take appropriate action to minimize cancellationsEnsure retention targets are metEnsure and contribute to minimization of general expensesEnsure that all stakeholder (e.g. clients, AE's,...
Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers Developing and maintaining broker relationships Review New business pipeline, follow-up and tracking Issuing of quotations Technical training of and ongoing product support to Financial Advisor...
Job Description:This role forms a business management link between Old Mutual Retail Mass Market (RMM) and independent brokers, to ensure effective marketing and drive new business growth of Old Mutual products. The incumbent is individually accountable for achieving results through own efforts.(ads1)Job Responsibilities:Building relationships with BrokersResponsible for the Product Training of n...
Broker Assistant Table View My client who is an independent specialist broker focusing on Trade Credit is seeking a hands on, reliable and accurate administrator to join their team. Duties: General client administration. Request ageings from all clients on a monthly basis. Prepare the client reports. Ensure that declarations are completed and submitted timeously to the insurer. Attend to client q...
Field sales representatives are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the company. Would be advising primarily on commercial insurance. Source sufficient lead generating Maintain and update your Lead Generation Matrix on a weekly basis Once a quote is requested the co...
Requisition Details & Talent Acquisition Contact REQ: 131223 Talent Acquisition Consultant : Lerato Sithole Location: Western Cape Cluster: Wealth- Insurance Closing Date: 23 February 2024 Job Family Sales And Services Career Stream Sales Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected - Yes Job Purpose By supporting the Risk Advisor within Nedbank Insurance brokerage, w...
The implementation team is responsible for ensuring that all clients are invested in line with its respective model portfolio taking any client specific requirements (mandate, applicable legislation) into consideration and liquidity of each portfolio. Actively monitoring markets and instruments to ensure that all model portfolios are implemented efficiently. Ensure that all decisions are complian...
Responsibilities and work outputs- Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum- Minimum requirement of 8.5 written policies per month- Maintain and update your Lead Generation Matrix on a weekly basis- Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advi...
Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers Developing and maintaining broker relationships Review New business pipeline, follow-up and tracking Issuing of quotations Technical training of and ongoing product support to Financial Advisor...
Job Description:Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to...
OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff "always get something OUT." Our success can be attributed, amongst other things, to the outstanding people that work for us.OUTsurance is...
OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff "always get something OUT." Our success can be attributed, amongst other things, to the outstanding people that work for us. OUTsurance i...
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