SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal & external...
All right, all right - let s cut to the formalities. Here's the deal. At Hollard, we get up in the morning to ensure people sleep better at night. Our job is to look after the stuff our customers love. In fact, 5 million people already trust us with their stuff. That's pretty big deal to us. Impressum The Hollard Insurance Co. Ltd (Reg No 1952/003004/06) is an Authorised Financial Services Provid...
Legal Advisor (In-house) - Cape TownOur client based in Cape Town, Bellville is seeking to employ an In-house Legal Advisor.The successful legal professional will be supporting the Directors.Key Responsibilities:Company secretarial or general administrative support;Resolutions.Minutes and actions for Board and Exco meetings.All related Corporate Governance matters.Reviewing and drafting contracts...
Short Term Insurance Advisor - Cape TownFull job descriptionPLEASE do not apply for this position unless you have: completed all FSCA regulatory exams, a full NQF 120 credit qualification and 5 years working experience in a similar role.Role SummaryLocation: Cape Town and KZN with ability to travel to see clients as may be applicable.We are looking for a competitive Insurance Broker to partake in...
Our client based inCape Town, Bellvilleis seeking to employ anIn-house Legal Advisor.The successful legal professional will be supporting the Directors. Key Responsibilities: Company secretarial or general administrative support;-Resolutions.-Minutes and actions for Board and Exco meetings.-All related Corporate Governance matters. Reviewing and drafting contracts. Day-to-day contract management ...
Our client based in Cape Town, Bellville is seeking to employ an In-house Legal Advisor. The successful legal professional will be supporting the Directors. Key Responsibilities: Company secretarial or general administrative support; -Resolutions. -Minutes and actions for Board and Exco meetings. -All related Corporate Governance matters. Reviewing and drafting contracts. Day-to-day contract mana...
Formal Education- Matric - Relevant Qualification (recognized by the FSCA) Technical/Legal Certification- Regulatory Examination Level 5: Representatives- Regulatory Examination Level 1: Key Individuals- Class of Business (Long Term Insurance and Investments (Depending on Date of Appointment as Key Individual in the industry)- CPDExperience- 1-year management and oversight experience in categorie...
Our client based in Cape Town, Bellville is seeking to employ an In-house Legal Advisor. The successful legal professional will be supporting the Directors. Key Responsibilities: Company secretarial or general administrative support; -Resolutions. -Minutes and actions for Board and Exco meetings. -All related Corporate Governance matters. Reviewing and drafting contracts. Day-to-day contract mana...
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...
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...
DMS CAMPAIGN (Digital Media Solutions) USA night shift What they will be doing Lead generation from an existing client base/Cold calling for medical insurance and other campaign What their typical Day will look like:Read from a scripted pitchTransfer warm leads to the USA teamWork towards exceeding transfer targetsEnsure high quality standards are adhered toCandidate requirements:Matric12 months ...
Reference: JHB000103-AP-1 Retentions Commercial Underwriter JOB TITLE: Team Leader REPORTS TO: Unit Manager Job Overview: Description Responsible for incoming and outgoing sales calls including but not limited to emails and relevant communication internally and externally. Collecting all relevant information required in the underwriting process. To underwrite and apply necessary guidelines to ens...
Reference: JHB000103-AP-1 Retentions Commercial Underwriter JOB TITLE: Team Leader REPORTS TO: Unit Manager Job Overview: Description Responsible for incoming and outgoing sales calls including but not limited to emails and relevant communication internally and externally. Collecting all relevant information required in the underwriting process. To underwrite and apply necessary guidelines to ens...
Retentions Commercial Underwriter JOB TITLE: Team Leader REPORTS TO: Unit Manager Job Overview: Description Responsible for incoming and outgoing sales calls including but not limited to emails and relevant communication internally and externally. Collecting all relevant information required in the underwriting process. To underwrite and apply necessary guidelines to ensure correct risk rating is...
These jobs were popular with other job seekersOur client based in Cape Town, Bellville is seeking to employ an In-house Legal Advisor.The successful legal professional will be supporting the Directors. Key Responsibilities: Company secretarial or general administrative support;-Resolutions.-Minutes and actions for Board and Exco meetings.-All related Corporate Governance matters. Reviewing and dr...
Adv Global Group is a fast-growing company looking for a driven individual to join our Cape Town or Johannesburg Team immediately!ROLE OVERVIEW:Liaising with Contract Workers and Clients on a daily basisSend out formal Welcome Emails to contract workersOn-boarding contract workers, which includes but not limited to chasing of compliance documents, adding them onto the company medical insurance an...
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal & external...
Adv Global Group is a fast-growing company looking for a driven individual to join our Cape Town or Johannesburg Team immediately! ROLE OVERVIEW: Liaising with Contract Workers and Clients on a daily basisSend out formal Welcome Emails to contract workersOn-boarding contract workers, which includes but not limited to chasing of compliance documents, adding them onto the company medical insurance ...
Paraplanner (Senior Level) - JhbFull job descriptionWe are recruiting for a Senior PARAPLANNER for our client within the Financial Services Industry. Role is based in Midrand and Randpark Ridge.Requirements Re5 minimum requirement Degree or diploma within the financial services/insurance/ etc space 3 years of previous Paraplanner experience 3 years and above of Discovery Products (ALL of them) ex...
Experience working in a Pharmaceutical environment would be advantagious. Duties and role: Creditors: Processing of AMS invoices and preparation of payment schedules Preparation of monthly creditor reconciliations for both companies Debtors: Allocation of debtor receipts Loading of payment packs for state entities on a regular basis & ensure timeous submission PAT report and RSA data report (ever...
Experience working in a Pharmaceutical environment would be advantagious. Duties and role: Creditors: Processing of AMS invoices and preparation of payment schedules Preparation of monthly creditor reconciliations for both companies Debtors: Allocation of debtor receipts Loading of payment packs for state entities on a regular basis & ensure timeous submission PAT report and RSA data report (ever...
These jobs were popular with other job seekers Reference: PTA000148-CDW-1Our Client is looking for a Sales Operations Manager, located in Silverton, within the Automotive Financial Products Sector, Duties & Responsibilities Position SummaryThe Sales Operations Manager is directly responsible for the management of the Field Sales Managers and sales support in selling of Ford Protect products to al...
Duties & Responsibilities: - Application Support and maintenance - Provide dedicated support to Sales agent, including supporting and maintaining the applications they use. - Support and maintain all other applications 24/7, to ensure stability, systems availability, and performance according to agreed SLA, - Support, maintain and monitor Non-Production and Production Environments, - Deploy appli...
These jobs were popular with other job seekers Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Braamfontein, Bedfordview, Rosebank, Cresta and Menlyn Insurance and Wealth Creation Professionals t/a IWCP Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Braamfontein, Bedfordview, Rosebank, Cresta and Menl...
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