Short-term Insurance Paraplanner

We are looking for Dynamic independent Short-Term Insurance Paraplanners who are based around the Helderberg area, Cape Town, who specialise in supporting clients with holistic financial solutions designed to save clients money, gain greater benefits and build long-term wealth. The company provides Medical Aid, GAP Cover, Individual Risk Planning, Buy &...

**Introduction** Momentum Insure, in partnership with INSETA (Insurance Sector Education and Training Authority), is offering young South Africans a fantastic learning opportunity in the short-term insurance industry **Role Purpose** The Learnership Programme, which will commence in 13 March 2023, offers participants the opportunity to develop their...

Position : Short term Insurance underwriting administratorOur client is looking for an underwriting administrator in the Somerset west area. The individual must be committed and driven with experience in the insurance industry.Short-term only, mainly commercialTransportMarineLogisticsSpecialised RiskRequirements :MatricRE5Fais compliant

Responsibilities:- Selling Insurance (car and household) telephonically- Achievement of sales targets and objectives- Adherence to Quality and Compliance processes to minimize business riskExperience:The ideal candidate must have:-at least 1.5 year outbound sales experience.Clear Credit and Criminal RecordsQualificationsMatricRE Certificate30 FAIS credits...

Responsibilities: - Selling Insurance (car and household) telephonically- Achievement of sales targets and objectives- Adherence to Quality and Compliance processes to minimize business riskExperience: The ideal candidate must have:- at least 1.5 year outbound sales experience. Clear Credit and Criminal Records Qualifications Matric RE Certificate 30 FAIS...

Responsibilities:- Selling Insurance (car and household) telephonically- Achievement of sales targets and objectives- Adherence to Quality and Compliance processes to minimize business riskExperience:The ideal candidate must have:-at least 1.5 year outbound sales experience.Clear Credit and Criminal RecordsQualificationsMatricRE Certificate30 FAIS credits...

RBS Graduate Program RBS is one of the largest Short Term Insurance Brokerages in Southern Africa and has just become a Level one BBBEE contributor. Our team is highly experienced and respected in the industry. All successful applicants will receive: - A salary - Laptop - Tools for the trade for the duration of the program - A degree in Business Admin,...

Ascot Wealth Management South Africa is seeking a highly motivated and detail-oriented Junior Financial Paraplanner to support our team of advisors. The Paraplanner will be working closely with an experienced Wealth Manager and their team, handling the day-to-day paraplanning duties, meeting deadlines and ensuring the smooth running of their meetings by...

**Short-Term Outbound Sales Consultant** Our client is looking for Short-Term Outbound Sales Consultants to enable sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer life’s financial questions and to ultimately grow and protect wealth. **Main Responsibilities** - Selling...

We looking for Finacial Advisors with experience inlead generation who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down Business Development Consultants advise primarily on motor and household domestic insurance You must be able to source...

**Lecturer (Short-term insurance)** **NEW** Academics - Stellenbosch, Western Cape **Location**: - Stellenbosch**Contract Type**: - Permanent**Appointment Date**: - March 2023 or as soon as possible**Remuneration**: - Market related**Role Description** Duties will include planning, co-ordination and implementation of scheduled activities; maintenance...

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Preparation of financial plans and needs analysis according to internal processes Communicate with relevant product providers to request required information Complete client onboarding...

Commercial Short-Term BrokerLocations: JHB, Cape Town - Durbanville, Sea Point & KZNReports To: Broker PrincipalRemuneration: Basic & Commission (R15 000 – R30 000)The Ideal candidate for this role has 5+ years short term experience and 3> years commercial experience. A proven track record of business development skills and new client acquisition skills...

**Insurance Administrator** The insurance administrator job description is commonly made up of the following: **Key task and responsibilities**: - Managing and performing general administrative duties - Answering of all incoming phone calls - Handling of general client enquires - Create and send quotes to existing and new clients - Renewal/underwriting of...

INSURANCE CONSULTANT (JG10) WHAT DOES THE INSURANCE CONSULTANT DO?Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants base in Cape Town, Bellville. The insurance consultant role is focused on providing an end-to-end service and support to brokers. WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?This role is...

Due to continuous growth, our client is looking for an underwriting administrator in the Somerset west area. Person must be committed and driven with experience in the insurance industry. Must have a Matric certificate, RE 5 and be fais compliant. Insurance experience is a must, along with computer literacy and willing to work with clients on a daily...

BASED IN THE WESTERN CAPE: (No previous insurance experience required) My client is a customer-centric and dynamic financial services company with a global footprint and a proud history of innovation. They are a formidable player in the short-term insurance market. As a values-based organization they take their reputation for awesome service and innovation...

Requirements:Relevant investment/financial degree or diploma / qualification.Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice.Knowledge of Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.Knowledge of...

Requirements:Relevant investment/financial degree or diploma / qualification.Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice.Knowledge of Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.Knowledge of...

Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...