Senior Broker Assistant

Job Title: Senior Broker AssistantWe are seeking a highly skilled and experienced Senior Broker Assistant to join our team at KMCK Talent Sourcing.Key Responsibilities:Capture and take minutes of meetings from Financial Advisors interaction with clientsCapture, process, and follow up on applicationsEnsure compliance documentation and Financial Needs Analysis...

**Job Number** - 70538 **Job Type** - Permanent **Job Title** - Assistant to Senior Broker **Computer Skills** - MS Excel,MS Outlook,MS Word,MS Office **Industry** - Financial Services **City** - Johannesburg (Incl. Northern Suburbs) **Province** - Gauteng - Capturing and taking minutes of meetings from Financial Advisors interaction with clients; -...

**Senior Broker Assistant** Ensuring 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 Internal...

Role Description This is a full-time Broker Assistant / Broker Assistant Administrator role located in Randburg. As a Broker Assistant Administrator, you will be responsible for providing administrative support. Your day-to-day tasks may include managing calendars, organizing meetings, handling correspondence, making travel arrangements, and assisting with...

Role DescriptionThis is a full-time Broker Assistant / Broker Assistant Administrator role located in Randburg. As a Broker Assistant Administrator, you will be responsible for providing administrative support. Your day-to-day tasks may include managing calendars, organizing meetings, handling correspondence, making travel arrangements, and assisting with...

Posting Description: **Broker Assistant - Reinsurance Treaty** Do you have a great reinsurance knowledge? Looking for a career shift? We are Hiring Aon Re is hiring a Broker Assistant; this is a hybrid role with the flexibility to work both virtually and from our Head Office in Sandton. The primary role of a broker assistant is to act as a trainee broker...

Posting Description: **Senior Broker - Property** Great interpersonal skills? Good at advising clients and colleagues alike? Read on! Aon South Africa is hiring a Senior Property Broker located at our Head Office in Sandton, based on a hybrid basis. The role of a Senior Property Broker is to work closely with Client Managers, possess the technical...

Posting Description: **Senior Broker - Rest of Africa Treaty** Are you a knowledgeable Treaty professional? Ready for the next step in your career? Aon Reinsurance Solutions is recruiting a Senior Broker in the Rest of Africa Treaty department, based on a hybrid basis, from our Head office in Sandton. The primary role of the senior broker is to negotiate...

Paton Personnel is seeking a motivated and experienced Senior Broker Development Lead to drive their Broker Development strategy. With 10-15 years of experience in Group Risk and strong broker partnerships, this exciting opportunity can be secured.The ideal candidate will have exceptional sales skills, expert negotiation abilities, RE5 and NQF 5...

**Purpose of the Role**: Build and grow portfolios with independent brokers that will lead to increased production in our chosen products. Develop, retain and expand business relationship with independent broker distribution channels in South Africa. Manage relationships to ensure that service levels meet or exceed customer expectations across all products...

Senior Relationship Manager - Client and Broker Engagement - SSA Purpose of the role Build and grow relationships with brokers across the Global, International, National and Independent segments as well as with identified key clients to promote awareness of AIG products, appetites and brand selling points. Relationship management to include collaborating...

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...

Join our client a leading Financial Services Giant as a Broker Consultant. - Create valuable business partnerships to enhance the business. - Manage a panel of Brokers in your allocated area. - Prospecting, negotiating & Closing skills. - Assist with the on-boarding process and relationship management. - Provide growth, maintenance, and correct support to...

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...

**Position**: Agent: Broker Support **Position Purpose**: To assist the Key Account Officers with the general administration, queries, presentations, stand in for KAO at the pay points etc. **Experience**: 1 - 2 years experience in the medical aid industry **Qualifications**: Matric **Generic Objectives**: Specific deliverables: Operating Model: -...

THIS ROLE IS FOR A LEADING FINANCIAL SERVICES COMPANY IN SOUTH AFRICA **About 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...

Ensure Distribution core disciplines and best practices are implemented and utilized across all channels in the countries in SSA to optimize productivity and efficiency. Develop & maintain excellent relationships with Global, Independent brokers and other key distribution partners, ensuring retention of existing business and building sufficient pipeline to...

Minimum NQF 4 (100 credits and studies towards 120 credits) RE 5 is required, this is not negotiable Valid drivers license and own reliable transport Personal and commercial class of business, if registered as a representative after 2017. Minimum 3 years **personal and commercial lines** experience required. Fair knowledge of the FAIS, FICA and POPI...

Posting Description: **Private Broker** Do you have Client portfolio-handling experience? Great negotiation skills? Continue reading! Aon South Africa is hiring a Private Broker, this is a hybrid role with the flexibility to work both virtually and from our Head Office in Sandton. The role of a Private Broker is to manage, oversee - Get - Keep - Grow and...

Insurance Brokerage in Johannesburg North is seeking a dedicated Insurance Broker to oversee clients' short-term insurance needs, ensuring unparalleled personalized service and standards maintenance. Responsibilities include: - Servicing existing portfolios and providing quotations - Assisting clients telephonically and confirming instructions in writing -...