Required Qualifications and Experience: Minimum NQF Level 5 Minimum 3 years FSP management experience. Must be able to act as KI for a Cat 1 FSP. RE1, RE5 and Exams required. Class of Business (if not exempt) CPD required Responsibilities Management and oversight of Financial Service: Ensure the general code of conduct application Ensure fit and proper requirements (advisors) Training, knowledge ...
Required Qualifications and Experience: Minimum NQF Level 5 Minimum 3 years FSP management experience. Must be able to act as KI for a Cat 1 FSP. RE1, RE5 and Exams required. Class of Business (if not exempt) CPD required Responsibilities Management and oversight of Financial Service: Ensure the general code of conduct application Ensure fit and proper requirements (advisors) Training, knowledge ...
PA for an Insurance Broker - WoodmeadFull job descriptionA USA Insurance Brokerage Company operating in Woodmead Jhb is looking for an experienced PA to join the teamThe ideal candidate must be able to work USA HOURSMonday - Thursday 12 noon 8pmFriday - 12 noon to 7pmOffice is based in WoodmeadMust have own vehicleMust be proficient in all microsoft office programmesJob Type: Full-timePay: R20 00...
Based in Menlyn, a professional and independent financial services company is currently seeking a Key Individual. This role involves managing and supervising a network of independent advisors, focusing on compliance and administrative responsibilities to support advisors in growing their practices. The company serves nearly 100 advisors nationwide, providing them the freedom to concentrate on bus...
Well established brokerage are looking for an insurance Underwriting Administrator to provide administrative support to the brokers. Duties include: New business (commercial and domestic) underwriting Renewals Comparative quotations At least 5 years working experience within a short term insurance brokerage and proficiency in Flexi Broker would be a pre-requisite.
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 Insurance Good and Pr...
Pretoria Portfolio Manager (Brokerage) Market Related Our Client, a reputable insurance brokerage, partnered with leading insurance companies, has a fantastic opportunity for Short Term Insurance Marketers to join their team. Key Responsibilities: New business development Commercial Short-term insurance accompanied by Personal insurance Build and manage own book (not existing book) Must go out an...
Reference: PTA002975-CB-1 Based in Menlyn, a professional and independent financial services company is currently seeking a Key Individual. This role involves managing and supervising a network of independent advisors, focusing on compliance and administrative responsibilities to support advisors in growing their practices. The company serves nearly 100 advisors nationwide, providing them the fre...
Reference: PTA002975-CB-1 Based in Menlyn, a professional and independent financial services company is currently seeking a Key Individual. This role involves managing and supervising a network of independent advisors, focusing on compliance and administrative responsibilities to support advisors in growing their practices. The company serves nearly 100 advisors nationwide, providing them the fre...
SURGO (PTY) Ltd. has partnered with a full-service brokerage firm in South Africa commissioned by various Insurance Companies to sell a variety of quality insurance products. A licensed FSP established in 2016 with the goal to ensure that the brokerage recognises individual insurance needs and works in line with the various product suppliers to meet those needs. They are committed to fulfilling t...
Description Well established brokerage are looking for an insurance Underwriting Administrator to provide administrative support to the brokers. Duties include: New business (commercial and domestic) underwriting Renewals Comparative quotations At least 5 years working experience within a short term insurance brokerage and proficiency in Flexi Broker would be a pre-requisite. Suitable application...
Description Well established brokerage are looking for an insurance Underwriting Administrator to provide administrative support to the brokers. Duties include: New business (commercial and domestic) underwriting Renewals Comparative quotations At least 5 years working experience within a short term insurance brokerage and proficiency in Flexi Broker would be a pre-requisite. Suitable application...
Well established brokerage are looking for an insurance Underwriting Administrator to provide administrative support to the brokers. Duties include:New business (commercial and domestic) underwritingRenewalsComparative quotationsAt least 5 years working experience within a short term insurance brokerage and proficiency in Flexi Broker would be a pre-requisite. Suitable applications can be emailed...
ENVIRONMENT: A Hermanus-based Financial Emigration Specialist seeks a highly meticulous, self-driven & client-centric individual to fill the role of an Intermediary Financial Consultant on a 1 year Contract basis. The ideal candidate must be RE5 qualified or possess a qualification applicable to RE, have Call Centre or Sales experience, Retail Banking / Financial Services, or Insurance experience...
Job description to go here Business Acumen Computer Literacy Communication Delegation Knowledge Insurance and brokerage industry and environment Knowledge of specialist liability is an advantage Legal requirements of the insurance industry Marketing and Sales Principles Personal Attributes Assertiveness Interpersonal effectiveness Service excellence Ability to effectively adapt to change Educatio...
Job description to go here Business Acumen Computer Literacy Communication Delegation Knowledge Insurance and brokerage industry and environment Knowledge of specialist liability is an advantage Legal requirements of the insurance industry Marketing and Sales Principles Personal Attributes Assertiveness Interpersonal effectiveness Service excellence Ability to effectively adapt to change Educatio...
These jobs were popular with other job seekersWe're seeking Insurance Consultant - 6 Months Contract - Bellville (Cape Town). The insurance consultant role is focused on providing an end-to-end service and support to brokers.ONLY applicants that are currently living in Cape Town will be considered!MUST have a CLEAR Credit and CRIMINAL record!Duties & ResponsibilitiesThis role is focused on, but n...
We're seeking Insurance Consultant - 12 Months Contract -Centurion or Hill on Empire (Joburg). ) . The insurance consultant role is focused on providing an end-to-end service and support to brokers. ONLY applicants that are currently living in Cape Town will be considered! MUST have a CLEAR Credit and CRIMINAL record! This role is focused on, but not limited to; servicing broker requests, includi...
This is an IT Role in which you will need to maintain the software and hardware of employee computers across various departments. Self Sufficient Hard Worker Skills Business Acumen Computer Literacy Communication Delegation Knowledge Insurance and brokerage industry and environment Knowledge of specialist liability is an advantage Legal requirements of the insurance industry Marketing and Sales P...
This is an IT Role in which you will need to maintain the software and hardware of employee computers across various departments. Self Sufficient Hard Worker Skills Business Acumen Computer Literacy Communication Delegation Knowledge Insurance and brokerage industry and environment Knowledge of specialist liability is an advantage Legal requirements of the insurance industry Marketing and Sales P...
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...
This is a IT Role Business Acumen Computer Literacy Communication Delegation Knowledge Insurance and brokerage industry and environment Knowledge of specialist liability is an advantage Legal requirements of the insurance industry Marketing and Sales Principles Personal Attributes Assertiveness Interpersonal effectiveness Service excellence Ability to effectively adapt to change Education Matric ...
This is a IT Role Business Acumen Computer Literacy Communication Delegation Knowledge Insurance and brokerage industry and environment Knowledge of specialist liability is an advantage Legal requirements of the insurance industry Marketing and Sales Principles Personal Attributes Assertiveness Interpersonal effectiveness Service excellence Ability to effectively adapt to change Education Matric ...
General Duties: Assist the Senior Paraplanner / Broker to build and maintain constructive and effective relationships with clients. Support the Senior Paraplanner / Broker in such a way that they are able to provide clients with suitable, customized financial advice after having meticulously analyzed their existing portfolio together. Maintain the relationships with clients on the Senior Paraplan...