Brokers Assistant

Job descriptionSenior Broker Assistant Fourways. R R22 000 pmRE5 Qualification and min 1 year long term insurance experience compulsoryCapturing 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...

OverviewSenior Broker Assistant RandburgEnsuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly;Ensuring that all Compliance documentation is loaded on X-plan for the...

Broker Assistant/Para-Planner Position Available:We are currently looking to fill a permanent Broker Assistant/Para-Planner position located in Fourways Garden.What We Are Seeking:Experience in Life Insurance, Retirement, Sect 14s, Investments (local and offshore), Para-planning, Financial Needs Analysis, Estate Planning, New Business Administration,...

Experience and Required Business SkillsGrade 12 / MatricFAIS accreditation120 insurance credits requiredMinimum 4 years industry experienceSound knowledge of insuranceRE - RE 5 preferableExperience on the X Plan CRM system would be highly beneficialProficient in Word, Excel and OutlookExcellent relationship building skillsExcellent telephonic skillsEloquent...

Are you an individual or a group searching for a reliable and knowledgeable broker to trade with while improving your skills? Your search ends here INGOT Brokers is currently seeking driven traders who are eager to enhance their trading abilities and embark on a rewarding financial journey.At INGOT Brokers, we take pride in offering exceptional service and...

Who we areSafrican is a respected life insurer with a footprint in South Africa and a subsidiary in Eswatini. Safrican has over 2 million principle lives covered and more than 7 million lives assured, The Company has grown from strength to strength since 2004. Purpose The main purpose of this position is to support the group sales strategy and business plan...

PurposeThe main purpose of this position is to support the group sales strategy and business plan by growing and retaining allocated broker portfolio business through dynamic customer relationship management that ensures customer loyalty, grow intermediaries base, and, grow new profitable direct group business within the target markets to achieve desired...

Posting Description:Broker - Reinsurance FacultativeDo you have Facultative experience? Are you passionate about clients? Read onAon Reinsurance Solutions Africa is recruiting a Broker in our Facultative department, based on a hybrid basis, from our offices in Sandton.The primary role of the broker is to negotiate the best possible prices and capacity for...

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...

Area : Ferndale, Randburg, Gauteng Seeking an individual, preferably with experience in the Financial Services Industry, to join one of our teams as a Support Assistant. The purpose of the position is to deliver exceptional administration support with the goal to secure new clients and servicing our existing client base. Responsibilities: Manage flow of work...

Brokers serve as an integral interface between Willis Towers Watson clients and prospects and various insurance carriers in the marketplace. They advise Producers and other colleagues on the design of complex risk management programs for clients; present submissions to carriers, negotiate to secure coverage that meets client needs, oversee preparation of...

Gauteng, JHB - Northern SuburbsWell established short term insurance busniess seeking Internal Broker AdminTo provide the back up and support to the broker team, allowing them to exceed the customer's expectations efficiently, effectively and consistently.SKILLS & QUALIFICATIONS: FAIS compliant RE and relevant insurance qualification.DUTIES &...

Job Summary: We are seeking a highly skilled and motivated Elite Brokerage Assistant with RE5 and FAIS accreditation to join our prestigious team in the long-term insurance sector. The ideal candidate will provide exceptional support to our brokers and assist in managing client portfolios, ensuring compliance with industry regulations and delivering superior...

Job ClassificationRequisition: 122637Location: Sandton | JohannesburgNedbank Insurance | Distribution | Broker Channel Job Family Sales And Services Career Stream Sales Leadership Pipeline Manage Others FAIS Affected FAIS Affected YesJob Purpose To help brokers provide their clients with the best possible insurance coverage and risk management...

THIS ROLE IS FOR A LEADING FINANCIAL SERVICES COMPANY IN SOUTH AFRICAAbout the team:This team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client's investments. They advocate excellent client service and strive to be...

Our client who is an independent, specialist financial brokerage, who offer financial planning, asset management, short term insurance, tax and estate planning functions to medical practitioners nationally, is seeking a Short-Term Insurance Broker to join their Dynamic teamResponsibilities: Sales of new policies Servicing, maintenance, and reviews of clients...

Matric and RE 5 is essentialRelevant financial qualification ie. a minimum of 80 credits and further studies towards 120 creditsMinimum 2 years short term sales experience is requiredOwn transport and valid drivers licenseCommercial and Personal insurance lines experience will secureLeads are provided by the Life BrokersAppointments will be booked by the...

About the role:As Senior Broker Servicing Consultant you will our South African based Underwriting team in the handling of insurance business for corporates and their brokers. You will provide technical and operational assistance to meet clients', intermediaries' and internal underwriting needs, enabling true portfolio underwriting Duties and...

Job Classification Job Requisition Closing Date 11 July 202 Location Johannesburg Cluster Nedbank Wealth Business Unit Broker Channel Please Note: Preference will be given to applicants from Underrepresented Groups Job Family Insurance Short Term Career Stream Insurance Short-Term Leadership Pipeline Manage Others FAIS Affected FAIS Affected YesJob Purpose...

Position:Agent: Broker SupportPosition Purpose:To assist the Key Account Officers with the general administration, queries, presentations, stand in for KAO at the pay points etc.Experience:2 years experience in the medical aid industryQualifications:MatricGeneric Objectives:Specific deliverables:Operating Model: Ensure that payments were processed at correct...