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 ...
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...
Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc.Preference will be given to candidates with a CFPRE5 is essentialHave completed relevant class of business and product specific trainingFAIS compliant (continuous professional development)Completed supervision for long-term insurance categoriesAbility to function at a strategic level whilst fulfilling operational respon...
Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc. Preference will be given to candidates with a CFP RE5 is essential Have completed relevant class of business and product specific training FAIS compliant (continuous professional development) Completed supervision for long-term insurance categories Ability to function at a strategic level whilst fulfilling operational ...
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 ...
Reference: JHB000960-VM-1 Leading organisation within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Preference will be given to candidates with a CFP RE5 is essential Have completed relevant class of business and product spe...
Requirements:Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc.Ability to function at a strategic level whilst fulfilling operational responsibilities.Meet the FAIS honesty, integrity, and good standing requirements.Meet the FAIS minimum experience requirements in respect of long-term insurance products.Must not have been declared insolvent or provisionally insolvent.E...
Reference: PE002316-RW-1 Our client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language preferred. A wonderful career opportunity awaits you. Requirements: Minimum 5 y...
Reference: PE002316-RW-1 Our client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language preferred. A wonderful career opportunity awaits you. Requirements: Minimum 5 y...
Reference: JHB000960-VM-1 Leading organisation within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Preference will be given to candidates with a CFP RE5 is essential Have completed relevant class of business and product spe...
Join this customer-centric and dynamic financial services company with a global footprint and a proud history of innovation. Vibrant, successful, and value-orientated with an awesome dynamic culture. Their success can be attributed, amongst other things, to the outstanding people that work for them. This Insurance brand is a formidable player in the short-term insurance market. Is a values-based ...
Business Development Consultant DURBANRole PurposeBusiness Development Consultants 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 client.Business Development Consultants advise primarily on motor and household domestic insurance.Responsibilities and work outputs Source...
Business Development Consultant DURBANRole PurposeBusiness Development Consultants 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 client.Business Development Consultants advise primarily on motor and household domestic insurance.Responsibilities and work outputs Source...
Business Development Consultant DURBAN Role Purpose Business Development Consultants 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 client. Business Development Consultants advise primarily on motor and household domestic insurance. Responsibilities and work outputs So...
Purpose of Role: To provide and implement advice in respect of insurance needs and solutions to our clients in conjunction with the client Partner. Job Responsibilities: New Advice Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive advice documents (proposals, comparisons, an...
Purpose of Role: To provide and implement advice in respect of insurance needs and solutions to our clients in conjunction with the client Partner. Job Responsibilities: New Advice Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive advice documents (proposals, comparisons, an...
Description Our client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products). To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language preferred. A wonderful career opportunity awaits you. Requirements:Minimum 5 years experience...
Our Client, are a Short Term Insurance Broker Group based in Durban, Accountable for overseeing the overall finance function for the Group which responsibilities include, but is not limited to: Oversight and management of the accounts team (7 individuals) which consists of 1 Financial Manager, 3 Accountants, a Bookkeeper and 2 Assistants. Oversee the timeous and accurate preparation of Monthly an...
Our Client, are a Short Term Insurance Broker Group based in Durban, Accountable for overseeing the overall finance function for the Group which responsibilities include, but is not limited to: Oversight and management of the accounts team (7 individuals) which consists of 1 Financial Manager, 3 Accountants, a Bookkeeper and 2 Assistants. Oversee the timeous and accurate preparation of Monthly an...
The purpose of the role is to ensure accurate backup support to Branch and Team and deliver high levels of client service / skills in line with operating procedures and governance. QUALIFICATIONSMatric, FAIS Compliant (Full Short Term Insurance Qualification at NQF level 4 or higher). Higher qualification advantageSuccessfully passed RE1 / 5MINIMUM REQUIREMENTSEffective Time Management skills, co...
Are you a dynamic professional with a passion for driving business growth? We have an outstanding opportunity with a leading Financial Services company seeking a talented Business Development Consultant. Business Development Consultants 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 la...
Responsibilities: Manage policy renewals Sourcing new business Handle new application and quotations Handle and solve client enquiries (all existing business enquiries and potential new clients) Arrange appointments with clients (on-site meetings) Maintain MyPractice System Manage Administrative Documentation (detailed records) Build and maintain good working relationships Maintain Service Level ...
Are you a dynamic professional with a passion for driving business growth? We have an outstanding opportunity with a leading Financial Services company seeking a talented Business Development Consultant. As a Business Development Consultants, you 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 ...
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...
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