Financial Adviser: Commercial and Personal
2 weeks ago
**Designation**:
Financial Adviser: Commercial and Personal | Roodepoort Constantia, Gauteng
**Category**:
Advisers
**Job Level**:
Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
**Posted by**:
PSG Konsult
**Posted on**:
13 Jun 2023
**Reference Number**:
PSG-SUPP-VAC0097
**Closing date**:
11 Jul 2023
**Position Type**:
Permanent
**Location**:
Roodepoort Constanti
**Overview**:
**VACANCY | FINANCIAL ADVISER: COMMERCIAL AND PERSONAL| ROODEPOORT CONSTANTIA, GAUTENG | PERMANENT**
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
**Job description**:
The Advisor is responsible for the selling of short-term commercial and personal insurance products and services to the right clients.
**Responsibilities**:
- Aggressive selling of short-term products specialising in commercial and personal lines
- Quotations for clients
- Follow up on leads
- Building a client base
- Advising clients on their short-term insurance needs
- Handling of incoming and outgoing calls
- Renewal of policies
- Building and maintaining good working relationships with clients, product providers, colleagues etc.
- On-site meeting with clients
- Dealing with service providers
- Implement company strategy
***Skill sets required**:
- Grade 12
- NQF Level 4 - Full qualification (short-term insurance) as set by regulation
- Regulatory examination 1 (Representatives) RE5 successfully completed
- A minimum of 5 years´ short-term insurance experience in commercial and personal lines
- DOFA confirmation from FSCA
- Good verbal and written communication skills
- Good negotiating skills
- Highly client-focused with good interpersonal skills
- Resilient with a good level of stress tolerance
- Problem solving and analysis
- Planning and organising
- Strong sales and marketing experience
- Own transport
**How to apply**:
-
Commercial Coordinator
2 days ago
Roodepoort, South Africa Clicks Group Limited Full time**Listing reference**: 015908**Listing status**: Online- **Position summary** **Industry**:FMCG & Supply Management - **Job category**:Other: FMCG, Retail, Wholesale and Supply Chain**Location**:Roodepoort - **Contract**:Permanent**EE position**:Yes**Introduction** - We are looking to recruit a permanent Commercial Coordinator to work for United...
-
Financial Planner
Found in: Talent ZA C2 - 1 week ago
Roodepoort, South Africa Sanlam Full timeWho are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
-
Financial Planning Analyst
Found in: Talent ZA 2A C2 - 2 weeks ago
Roodepoort, South Africa Network International Full timeResponsibilities:Develop and Improve Financial Planning: Continually refine budgeting, financial projections, and operating forecasts to provide accurate insights into future financial performance.Commercial Insight and Analysis: Provide deep insights into financial results, identifying trends and challenging business performance to drive improvement.Key...
-
Financial Services Sales Consultant
1 day ago
Roodepoort, South Africa Octogen Pty Ltd Full timeAre you passionate about the Financial Services industry? We are looking for a vibrant person who has a passion about helping people lead a financially healthy lifestyle. **Responsibilities**: * - Talking to clients to determine their expenses, income and gather information needed to develop a financial budget - Reviewing client accounts and plans on a...
-
Roodepoort, South Africa MTN Nigeria Full timeThe **Auditor: Financial and Operational Audit **role will be accountable to achieve the following objectives: - Assist the auditor level 3/manager in the execution of process and programme audit plans, in order to ensure that processes and systems comply with company policies and procedures as well as statutory and regulatory policies covering processes...
-
Senior Customer Relations Officer
3 days ago
Roodepoort, South Africa IIE MSA and IIE Varsity College Full time**Direct Reporting Line**: Campus Head **Varsity College** is an educational brand of The Independent Institute of Education (The IIE). The IIE enjoys the reputation of being at the forefront of private higher education in South Africa, and is registered with the Department of Higher Education and Training (DHET) to provide higher education qualifications...
-
Financial Services Sales Consultant
2 days ago
Roodepoort, South Africa Octogen (Pty) Ltd Full time**An opportunity exists for a dynamic and energetic self-starter passionate about sales and creating an exceptional experience for clients.** Purpose of role - Coach clients to achieve a healthy financial lifestyle - Meet monthly sales targets and drive collections - Personal and telephonic interaction with clients (and potential clients) - Build and...
-
Regional Support Manager: SanlamConnect Gauteng South Region: Constantiakloof/Rosebank/Boksburg
Found in: Talent ZA C2 - 1 week ago
Roodepoort, South Africa Sanlam Full timeWho 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...
-
Office Assistant
6 days ago
Roodepoort, South Africa PSG Wealth Distribution Full time**Job description**: The Office assistant will be responsible to provide administrative assistance. **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary...
-
Planning and Scheduling Co-ordinator
2 weeks ago
Roodepoort, South Africa IIE MSA and IIE Varsity College Full time**Direct Reporting Line**: Head: Academic Operations **IIE MSA,** formerly known as Monash South Africa, was founded in 2001 by Monash University. Since April 2019 we are part of The Independent Institution of Education (The IIE), a leader in the higher education sphere. The IIE is internationally recognised by the British Accreditation Council. IIE MSA,...
-
Campus Bursar
2 weeks ago
Roodepoort, South Africa ADvTECH Full time**Key Purpose Statement** To provide financial support and assistance to staff and parents at school level and to act as the conduit between the School and Group Shared Services in providing input and resolving queries. To assist the School Principal/s with budgetary control and expense management at the School/s. Responsibilities will include payroll...
-
Tender Costing Analyst
5 days ago
Roodepoort, South Africa Fidelity Services Group Full time**Tender Costing Analyst** The above position is vacant at CSA Head Office Helderkruin, reporting to the Group Bid Manager. The overall purpose of this position is to assist in checking the costings of Bids done by the Tender Administrators before submission. **Minimum Requirements**: - B. Degree/ Diploma in Internal Audit or equivalent. - 3-5 Years’...
-
Handyman(Plumbing)
2 days ago
Roodepoort, South Africa IIE MSA and IIE Varsity College Full time**Direct Reporting Line**: Facilities Co-ordinator IIE MSA, formerly known as Monash South Africa, was founded in 2001 by Monash University. Since April 2019 we are part of The Independent Institution of Education (The IIE), a leader in the higher education sphere. The IIE is internationally recognised by the British Accreditation Council. IIE MSA, located...
-
Handyman(Electrical)
2 days ago
Roodepoort, South Africa IIE MSA and IIE Varsity College Full time**Direct Reporting Line**: Facilities Co-ordinator IIE MSA, formerly known as Monash South Africa, was founded in 2001 by Monash University. Since April 2019 we are part of The Independent Institution of Education (The IIE), a leader in the higher education sphere. The IIE is internationally recognised by the British Accreditation Council. IIE MSA, located...
-
Career Centre Co-ordinator
3 days ago
Roodepoort, South Africa IIE MSA and IIE Varsity College Full time**Direct Reporting Line**: Head: Student Experience **IIE MSA**, formerly known as Monash South Africa, was founded in 2001 by Monash University. Since April 2019 we are part of The Independent Institution of Education (The IIE), a leader in the higher education sphere. The IIE is internationally recognised by the British Accreditation Council. IIE MSA,...
-
Facilities Administrator
2 days ago
Roodepoort, South Africa IIE MSA and IIE Varsity College Full time**Direct Reporting Line**: Facilities Co-ordinator **IIE MSA**, formerly known as Monash South Africa, was founded in 2001 by Monash University. Since April 2019 we are part of The Independent Institution of Education (The IIE), a leader in the higher education sphere. The IIE is internationally recognised by the British Accreditation Council. IIE MSA,...
-
Senior Planning
3 days ago
Roodepoort, South Africa IIE MSA and IIE Varsity College Full time**Direct Reporting Line**: Head: Academic Operations **IIE MSA** is an educational brand of The Independent Institute of Education (The IIE). The IIE enjoys the reputation of being at the forefront of private higher education in South Africa, and is registered with the Department of Higher Education and Training (DHET) to provide higher education...
-
Senior Planning
3 days ago
Roodepoort, South Africa IIE MSA and IIE Varsity College Full time**Direct Reporting Line**: Head: Academic Operations **IIE MSA,** since April 2019 we are part of The Independent Institution of Education (The IIE), a leader in the higher education sphere. The IIE is internationally recognised by the British Accreditation Council. IIE MSA, located on a 100-hectare campus in Ruimsig, Johannesburg, in the province of...
-
Training Officer
2 days ago
Roodepoort, South Africa AFFINITY HEALTH MEDICAL INSURANCE Full timeCurrently looking for a Training Officer to present, facilitate and deliver effective learning interventions including formal training,online training,coaching or any other applicable learning methods **Requirements**: - Matric - SAQA Aligned FSCA approved qualification - FAIS Regulatory Examination for Representatives (RE5) - Completed Class of Business...
-
Sectional Title Portfolio Manager
3 days ago
Roodepoort, South Africa Ability Recruitment Full time2023-06-26 - 2023-07-17 - Permanent - JHB002824 - Property- Gauteng, Roodepoort - R 20000 - R 30000 Monthly Cost To Company- We have a position available for a young dynamic 3-5 years experienced Property Manager. This person must have good knowledge of Sectional Titles Schemes Management Act as well as CSOS. - 3 to 5 years property management experience. -...