Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany allnew business and/or client servicing; Checking that the Record of Ad...
These jobs were popular with other job seekersOur client is looking for Business Development Consultants go join their team in Pretoria, Sandton, Durban, Cape Town, Port Elizabeth, George and East LondonDuties & ResponsibilitiesSource 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- Mainta...
Company description: A financial planning business that looks to provide a 360 degree view for a client of their financial products and services. Being independent allows us to provide the best of what is available in this market, while ensuring their hard-earned money is well spent. Job type: Permanent Job location: Office based in Orchards Johannesburg, South Africa. Reporting to: Company Direc...
These jobs were popular with other job seekersOur client is looking for Business Development Consultants go join their team in Pretoria, Sandton, Durban, Cape Town, Port Elizabeth, George and East London Duties & ResponsibilitiesSource 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 - Mai...
From day one, our mission has been to create an independent business with a unique culture one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success. People come to Howden for lots of different reasons, but they stay for the same one: our culture. That's what sets us apart, and why we nurture and retain the best t...
My client in the health and personal accident insurance industry is looking for a highly effective, driven and tenacious Sales and Marketing Consultant.The position is based in Johannesburg North. The appropriate candidate should ideally live in the Johannesburg North area or it's surrounding area.The Sales and Marketing Consultant's main objectives shall include the following (not to be treated ...
My client in the health and personal accident insurance industry is looking for a highly effective, driven and tenacious Sales and Marketing Consultant. The position is based in Johannesburg North. The appropriate candidate should ideally live in the Johannesburg North area or it's surrounding area. The Sales and Marketing Consultant's main objectives shall include the following (not to be treate...
ABOUT THE COMPANY Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Ins...
PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance & Investments business in the region by ...
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany allnew business and/or client servicing; Checking that the Record of Ad...
Responsibilities - Develop and maintain sales and marketing plan - Recruit Brokers - Provide support to brokers - Offer training to brokers and their sub-agents - Identity and develop new and current markets - Maintain production targets and retain business Formal Education - Matric - Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA) Technical/Legal...
Santam Broker Solutions has a position available for an Executive Head of Claims at senior management level preferably based in Johannesburg. The position reports to the Chief Executive Officer of Broker Solutions.WHAT WILL YOU DOTo provide strategic and operational direction to optimise and manage the end-to-end claims value chain within Santam Broker Solutions. Based on the business vision and ...
Commercial Short-Term Broker Locations: JHB, Cape Town - Durbanville, Sea Point & KZN Reports To: Broker Principal Remuneration: Basic & Commission (R15 000 R30 000) The Ideal candidate for this role has 5 years short term experience and 3> years commercial experience. A proven track record of business development skills and new client acquisition skills are essential. The successful candidate wi...
Our client is looking for Business Development Consultants go join their team in Pretoria, Sandton, Durban, Cape Town, Port Elizabeth, George and East London 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...
To qualify for this exciting opportunity you will need the following: A degree in Commerce (BCom, Business Administration Degree, Finance Degree). At least 2 years experience in the trade credit insurance industry with insurer or broker (B2B), trade finance. A minimum of 3 years in a service delivery environment.Excellent business acumenSolid understanding of Trade Credit RiskStrong financial acu...
These jobs were popular with other job seekersOur client is looking for Business Development Consultants go join their team in Pretoria, Sandton, Durban, Cape Town, Port Elizabeth, George and East LondonDuties & ResponsibilitiesSource 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- Mainta...
These jobs were popular with other job seekersOur client is looking for Business Development Consultants go join their team in Pretoria, Sandton, Durban, Cape Town, Port Elizabeth, George and East London Duties & ResponsibilitiesSource 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 - Mai...
National Porfolio Manager - JhbFull job descriptionBSM is the premier, proactive insurance risk specialist focussed on the Transport and Logistics Sector in Southern Africa. We protect our customers businesses and ensure livelihoods. Applying our unparalleled sector insights, proven expertise, and foresight, we partner with customers and brokers to improve their risk profile across the continent....
From day one, our mission has been to create an independent business with a unique culture one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success. People come to Howden for lots of different reasons, but they stay for the same one: our culture. That's what sets us apart, and why we nurture and retain the best t...
Business Segment: Business & Commercial Banking Location: ZA, GP, Johannesburg, Simmonds Street 5 To design, code, test, debug and correct programs in development environments. May also provide support and maintenance of computer systems. Works within a strict framework of programming standards under supervision of senior technical resources. Qualifications Minimum Qualifications Type of Qualific...
Our client is excited to employ an experienced Personal Lines Underwriting Manager to join their expanding underwriting team. The primary purpose of the role is to analyse product performance to ensure positive book growth and manage the personal lines underwriting team to ensure high service levels and excellent turn-around times in accordance with our business objectives. The day-to-day duties ...
Our client is excited to employ an experienced Personal Lines Underwriting Manager to join their expanding underwriting team. The primary purpose of the role is to analyse product performance to ensure positive book growth and manage the personal lines underwriting team to ensure high service levels and excellent turn-around times in accordance with our business objectives. The day-to-day duties ...
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 advice S...
Sales and Marketing Consultant - Insurance My client in the health and personal accident insurance industry is looking for a highly effective, driven and tenacious Sales and Marketing Consultant.The position is based in Johannesburg North. The appropriate candidate should ideally live in the Johannesburg North area or it's surrounding area.The Sales and Marketing Consultant's main objectives shal...