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...
Who are we?SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to ...
Sales Manager: Personal Finance Broker Distribution KZN page is loaded Sales Manager: Personal Finance Broker Distribution KZN Apply locations Durban time type Full time posted on Posted Yesterday job requisition id JR-52975 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role manages a sales ...
Sales Manager: Personal Finance Broker Distribution KZN page is loaded Sales Manager: Personal Finance Broker Distribution KZN Apply locations Durban time type Full time posted on Posted Yesterday job requisition id JR-52975 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThis role manages a sales t...
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...
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 Consultants main objectives shall include the following (not to be treated...
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 businessFormal Education- Matric- Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA)Technical/Legal Certifica...
These jobs were popular with other job seekers Johannesburg - North (Sandton / Midrand / Diepsloot) Johannesburg - North (Sandton / Midrand / Diepsloot) Our client, a well-established short-term insurance Underwriting Manager, specialising in niche products is seeking to recruit a Sales Manager to join their dynamic Fourways, Johannesburg team.Duties & ResponsibilitiesLead sales team and grow pan...
Broker Consultant - Newrtown, WCFull job descriptionMain ProposeTo recruit, maintain and develop brokers and achieve set targetsMain Outputs and Responsibilities1. Develop and maintain sales and marketing planDevelop and implement an integrated sales & marketing planReview progress and compile report on progress made2. Recruit BrokersGrow distribution channel by sourcing and selecting appropriate...
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...
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...
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...
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...
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...
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...
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...
Join our client a leading Financial Services Giant as a Broker Consultant. As a Business Consultant the 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 of Brokers in your allocat...
Our client is looking for passionate, tech-savvy broker consultants looking to challenge the status quo and make a positive impact on brokers and their customers. Specific responsibilities include supporting the development of the client's broker proposition, attracting, onboarding, activating and supporting independent brokers, and ultimately driving broker sales volumes. Responsibilities: Devel...
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...
Join this insurance giant as a Broker Consultant Manager. You will be responsible for driving and growing sales from the traditional independent and corporate brokers through a team of dedicated personal relationship broker consultants, resulting in an increase in market share with this segment, ultimately driving profitable growth. Education : Grade 12/ SAQA Accredited Equivalent (Essential) Reg...
PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means that it exists solely for the benefit of its members. Thus, members who are policyholders can exclusiv...
Broker Relationship Manager MVIA 2023-04-25 Southern Suburbs (Cape) Job Ref #: MV-44 Industry: Insurance Job Type: Permanent Positions Available: 1 Motor Insurance and Non-Insurance Value Added Products and Services Call Center seeking a Broker Relationship Manager. Job Description We are seeking a talented and motivated individual to lead our team of broker relationship consultants in driving sa...
THE MAIN RESPONSIBILITIES OF THE ROLE INCLUDES Identify new potential short-term insurance brokers and opportunities for growth.Develop, manage, and maintain long-term relationships with brokers.Initiate and manage marketing activities to promote the Safire brand within the community, and to secure new business.Drive sustainable business growth and profitability to reach and exceed sales targets....
SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting the...