Broker Assistant/Para-Planner

With the humble beginnings of a single store in Johannesburg CBD opened by Anthony and David Spitz in 1968, SPITZ has grown from strength-to-strength to become synonymous with the excellence of the exclusive international brands it offers in store.An exciting opportunity exists for an Assistant Planner at THE SPITZ GROUP working on the Green Cross and GX&Co....

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...

Location:JohannesburgSalary: Job Type:PermanentReference:63827Job Summary: Our client is a leading figure in the commercial real estate industry who represent both landlords and tenants through the offering leasing, sales, valuations, corporate real estate advisory and property management services. With capacity in there fast-paced Johannesburg team, they...

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...

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...

Internal Advisor Para planner. R R30 000 pmSALESFollow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Advice on Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of - per monthAssist with downgrades if required and only if necessaryAssist with marketing...

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...

INSURANCE ADMIN ASSISTANTR 20,000 pmKillarney, JohannesburgSmall insurance brokers require an experienced person to handle following duties:Preparing, completing and submitting of all Compliance documents.Upload client financial information onto the software systems, and prepare scenarios to beused by financial planners in the preparation of written Records...

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 &...

IntroductionOur client is looking for an experienced Demand Planner/Supply Chain Analyst to join their Gauteng-based team.Duties & ResponsibilitiesThe Demand Planner will be responsible for identifying opportunities for stock optimisation and process efficiencies. He/she will facilitate an effective flow of information and communication between company and...

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...

Senior Merchandise Planner Permanent Tea00006 Design Manufacturing Gauteng, JHB Northern Suburbs Monthly Basic Salary (Market related, Negotiable) Senior Merchandise Planner to join the team and assist in implementing merchandise strategies, and managing a range of assortments and replenishment We have an exciting opportunity for a Senior Merchandise...

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...