Financial Advisor Commercial Business Insurance

Leading Financial Services Company in Gauteng is looking for Financial Advisors with a minimum 3 year experience in Commercial Business Insurance. Business Development Customer Relationship Development / Prospecting Customer Needs Clarification Sell Customer Propositions Sales Opportunities Creation Customer Relationship Management / Account...

Our client in the Insurance industry is currently looking for a **Financial Advisor**, in Midrand. **Responsibilities**: - Understand client's financial goals and assist in creating strategies. - Maintaining client relationships. - Identify financial strategies. - Preparing financial projections using calculations and research. - Sourcing leads for the...

Our client is the holding company of some of South Africa’s leading and innovative financial institutions. They looking for ambitious Financial Advisors to assist in planning and implementing pursuit of strategic opportunities for Business Insurance, by cultivating client relationships or other commercial relationships and identifying new markets for...

Role Description This is a full-time role as a Commercial TiFinancial Advisor in Cape Town. The Commercial Financial Advisor will be responsible for day-to-day tasks such as selling commercial insurance policies towards achieving a target, providing customer service and maintaining client relationships. These daily tasks would be towards a bigger goal of...

Business DevelopmentCustomer Relationship Development / ProspectingCustomer Needs ClarificationSell Customer PropositionsSales Opportunities CreationCustomer Relationship Management / Account ManagementCustomer Relationship Management (CRM) DataOperational CompliancePersonal Capability BuildingEDUCATION Matric/SAQA Accredited Equivalent (Essential)Full...

Who are we? - Matric or National Senior Certificate. - Insurance qualification or credits based on date of first appointment to commercial lines insurance. - Where applicable, Class of Business or Continuous Professional Development (CPD) training. - FAIS Regulatory Examination for Representatives (RE5). - Must have your own reliable transport. - Valid code...

Our clients is looking for financial advisors to sell the short term insurance products in personal lines - Extensive knowledge of the Short-Term Insurance Industry - Thorough understanding of the short-term insurance industry and products - Thorough understanding of business principles - Be able to write 40 quotes a month and close 8 sales a moth and get 5...

Commercial 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...

Associate Financial Adviser - Discovery Location: Rand Park Ridge & Sea Point Cape Town Reporting to Franchise Principal Remuneration: R20 000 - R35 000 & commission About the Role: **Requirements**: - 3> years financial planning - Discovery product accreditations - Discovery Smart Advice and other tools proficient - RE5 - Class of business - Full industry...

JOB PURPOSE Assists in planning and implementing pursuit of strategic opportunities for Business Insurance, by cultivating client relationships or other commercial relationships and identifying new markets for Business Insurance products or services. RESPONSIBILITIES - Business Development - Customer Relationship Development / Prospecting - Customer Needs...

Who are we? Take a step up and form part of the dynamic Business Claims Management Team. In these changing times, you will need to take control, stay calm and make sure that we live up to our client’s expectations! What will make you successful in this role? Grade 12/Standard 10/NQF 4 Minimum 3 years short-term insurance experience Minimum 2 years Claims...

An integral contributor to the commercial function of the business. - Assist the Commercial Manager and business in various commercial related tasks in support of the business commercial needs. - Assist Business Development in business winning activities. - Lead and co-ordinate the proposal function. - Ensure compliance with policies, procedures and...

Who are we? Looking for a new challenge? We are looking for a Business Claims Recoveries Advisor in our Legal Department. This role involves analytical assessment of merits and quantum on claims in order to recover damages through communicating and negotiating with insurance companies, brokers, attorney firms and uninsured other parties. T his role will deal...

- Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. - Client Portfolio Management: Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals. - Sales...

Our clients are looking for financial advisors to sell the short-term insurance products in personal lines with an extensive knowledge of the Short-Term Insurance Industry No Descaling Basic You must have strong lead generation skills. Do 45 quotes a month. Be able to sell to clients face to face and do face to face Presentations. Be able to do 5...

**Insurance Manager** **Responsibilities**: Manage the maintenance, development, performance, governance, administration and delivery of the insurance provision for the organisation to produce an efficient service and delivery solution, maximising efficiency, performance and best value against pre-agreed targets. Ensuring that the insurance team...

**Job description** **THE ROLE** Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment Business Development Consultants advise primarily on motor and household domestic insurance. Business Development Consultants who are TARGET DRIVEN You will engage with...

The Commercial Manager acts as a strategic advisor for the coal operations and logistics function. They are responsible for developing and implementing initiatives to maximize the commercial value of these areas. This includes managing associated commercial risks to ensure profitability and sustainability. **Key Responsibilities**: **Purchasing management...

**Job Duties/Responsibilities will include**: Management Reporting and Analysis of accounts Ensure all control accounts are reconciled monthly Monthly Income statement and balance sheet reconciliations Assist Regional Managers with financial information Review and distribution of Advisor commission statements Assist with Advisor queries until resolution...

Commericial Financial Director R 2 million Neg. CA (SA) qualification Non-Negociable. Responsible for leading and managing the finance portfolio for the Organisation, ensuring professional and ethical financial standards, practices and governance, and a cohesive finance service offering that is aligned to the business strategies. Determine and direct...