Financial Brokers

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...

**Introduction** - Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by...

**Job Advert Summary**: PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Broker Consultant must...

**Introduction** - Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by...

**RESPONSIBILITIES** **Broker Customer Service** Provide a quality service to Brokers, while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with queries and investigating and resolving customer problems. Ensure continuous enforcement of new and existing marketing...

**Job Advert Summary**: PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Broker Consultant must...

**What will you do?** The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these...

**Job Title**:PA / Administrator to General Manager** **Job Summary**: **Duties and Responsibilities**: - To provide full secretarial and administrative services to the Senior Financial Advisor. - To maintain client service excellence. - Excellent communication skills (written and spoken). - Good telephonic skills. - Able to work under pressure. - Able to...

**Who 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...

Job title : Broker Consultant (Durban)Job Location : KwaZulu-Natal, DurbanDeadline : December 22, 2024Quick Recommended Links Jobs by Location Job by industries Qualifications: Matric  A three year or higher bachelor’s degree or national diploma A completed NQF 5 – Wealth Management or RFP 3 would be advantageous  Experience: At least 2 years’...

Job title : Broker Consultant (Durban) Job Location : KwaZulu-Natal, Durban Deadline : December 22, 2024 Quick Recommended Links Jobs by Location Job by industries Qualifications: Matric  A three year or higher bachelor’s degree or national diploma A completed NQF 5 – Wealth Management or RFP 3 would be advantageous  ...

Metrosure Insurance Brokers seeks to hire expirience Sales Represantetives to sell Funeral Cover. Desired Experience & Qualification: - Min 1-2 years expirence in working under supervision - Strong understanding of the products and services within these sectors. - Demonstrated ability to meet and exceed sales targets. - Excellent communication,...

**Sable International vacancy: Forex Broker** Sable International Forex SA is a foreign exchange intermediary offering foreign exchange and exchange control services to companies and private clients. We’re recruiting for a Forex Broker in our Durban office. If you are energetic, ambitious, enjoy interacting with clients and looking to develop your career...

Job title : Specialist: Broker ConsultantJob Location : KwaZulu-Natal, DurbanDeadline : December 21, 2024Quick Recommended Links Jobs by Location Job by industries PurposeTo provide advice & support to brokers & IFA's that engenders their trust & support in selling Liberty business to their clients. Develop, maintain & grow business relationships to increase...

Job title : Specialist: Broker Consultant Job Location : KwaZulu-Natal, Durban Deadline : December 21, 2024 Quick Recommended Links Jobs by Location Job by industries Purpose To provide advice & support to brokers & IFA's that engenders their trust & support in selling Liberty business to their clients. Develop, maintain & grow business...

ommercial Sales Brokers who are able to work in a team or their own The Commercial Sale Brokers will be expected to do own lead generation and achieve targets.Our client is offering a uncapped commission structure with excellent perks. Write your own check with a Basic Basic R 25000-00 Plus Uncapped Commission Plus Medical Plus Pension Plus Guaranteed 13th...

**Company Description** OUTsurance has been propelling the South African insurance industry forward for the last 25 years. As leaders in the field, we’re always looking for innovative ways to create digitally advanced solutions, without losing sight of our human values. Our continued success can be attributed to outstanding employees who set the bar high...

We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

The Financial Brokers Personal lines is responsible for the selling personal insurance products and services to the right clients. Who can reach Target and source own leads Fixed Basic R20000-00 Plus Uncapped Commission Plus Medical Plus Pension Plus Guaranteed 13th Cheque **Responsibilities**: - Quotations for clients - Follow up on leads - Building and...

Month End Process: - Reconcile monthly collection tapes per Insurer and Broker and balance back to Bank - Reconcile insurer bank accounts to Bordereaux after close off and the 16th of the month (Clearing recon) - Binder recon across different binder entities / brokers - Ensuring premium allocated or transferred to the correct month - Agent bordereaux to be...