PURPOSE OF THE JOB:To provide comprehensive administrative support to financial planners specialising in long term insurance and employee benefits, ensuring efficient operations, client satisfaction, and risk mitigation within the insurance sector. DUTIES AND RESPONSIBILITIES OF THE JOB: - Provide client with Disclosure notices, Letter of Authority and client information forms as needed per...
Roles and Responsibilities - Assist the Consultants with all administrative tasks. - Assist clients with employee benefit queries (telephonic and email). - Liaise with service providers to ensure queries are resolved. - Provide feedback to client and/or consultant on progress and resolution. - Keep tracking reports up to date. - Assist Consultants with onboarding of new clients both digitally...
Synopsis: A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company. Job Description: Job Description/Duties: • Assisting Financial Planners in all their administrative tasks • Research product information • Prepare financial planning and investment proposals •...
A well-established Insurance Brokerage in Pretoria East is looking for a New Business Insurance Broker to join their team. The ideal candidate will be responsible for evaluating applications, calculating quotations, and ensuring the company minimises exposure to losses while offering clients comprehensive and cost-effective policies. Key Responsibilities: - Evaluate insurance proposals, assess...
Broker Consultant Location: Western Cape Bellville Employment Type: Permanent Working Hours: Monday to Friday | 08h00 16h30 Role Overview A well-established organisation within the financial services / funeral insurance sector is seeking a detail-oriented and self-motivated Broker Consultant to provide administrative and operational support to the Sales Support function. This role requires...
ENVIRONMENT: A dynamic Micro Insurer is seeking a Broker Consultant who will provide high-level administrative support to the Sales Support Department. Excellent MS Office knowledge and attention to detail is a requirement to successfully fulfil this role. You will capture Broker information on the in-house system, coordinate Broker applications, and assist in the resolutions of escalations...
Role Title: Broker Support (Sales & Finance Administration) Location: South Africa (Fully remote) Type: Long Term - Contractor Hours: Monday to Friday (12am – 8am SAST) Salary: R16 000 - R27 000 per month - Negotiable based on experience Reporting to: Director / Executive Leadership Team About our client: A rapidly-growing commercial finance brokerage specialising in asset, vehicle, truck...
Overview Hire Resolve is currently seeking a Broker Support Administrator to join our clients team in Cape Town. In this role, you will provide administrative support to our broker network, ensuring efficient and effective service delivery. You will be responsible for handling inquiries, processing paperwork, and providing general support to brokers. The ideal candidate will have strong...
Job Description To drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project manage various business development activities and initiatives, and ensure delivery of the portfolio's key objectives. Critical outputs of the role is to identify leads, support campaigns and build relationships within assigned regions. Hello Future Invest and Insure...
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. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building...
What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship...
Company Description: OUTsurance has been propelling the South African insurance industry forward for the last 27 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to outstanding employees who set the bar high with their energy and expertise. If you’re...
Job Purpose Provide support to Broker Consultants in processing all sales transactions assigned, within the set standards required by the company thus contributing to the productivity of the branch. Assist the Broker Consultant to develop and maintain effective business relationships with brokers in order to attract develop and retain profitable business. Assist where required to interpret,...
Job Purpose Provide support to Broker Consultants in processing all sales transactions assigned, within the set standards required by the company thus contributing to the productivity of the branch. Assist the Broker Consultant to develop and maintain effective business relationships with brokers in order to attract develop and retain profitable business. Assist where required to interpret,...
We are looking for a junior Real Estate Broker to serve as a point of reference between property owners and prospective buyers. You will assist landlords in promoting their properties for sale and offer advice to interested buyers. The goal is to forward and secure a mutually satisfactory agreement. Responsibilities- Assist sellers in how to best promote their properties to attract advantageous...
Description To provide administrative support to the sales team in the region- 1. Provide administrative support to the brokers & representatives- Handling telephone enquiries from brokers & reps- Prepare quotations for brokers and reps in the sales managers’ absence.- Distribute correspondence to brokers and reps- Distribute and handle enquiries regarding commission statements - Administrate...
Are you a driven sales professional with a passion for relationship-building and luxury investment products? Our client, a leader in rare coins and medallions, is seeking an ambitious Senior Broker to join their retail team. As a Senior Broker, you will play a central role in guiding clients through their investment journey, growing your own portfolio of collectors, and delivering exceptional...
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...
Company Description: OUTsurance has been propelling the South African insurance industry forward for the last 27 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to outstanding employees who set the bar high with their energy and expertise. If you’re...
Company Description: OUTsurance has been propelling the South African insurance industry forward for the last 27 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to outstanding employees who set the bar high with their energy and expertise. If you’re...