PURPOSE OF THE JOB:To provide comprehensive administrative support to financial planners specialising in long term insurance and employee benefits, ensuring efficient operations, client satisfaction, and risk mitigation within the insurance sector. DUTIES AND RESPONSIBILITIES OF THE JOB: - Provide client with Disclosure notices, Letter of Authority and client information forms as needed per...
Roles and Responsibilities - Assist the Consultants with all administrative tasks. - Assist clients with employee benefit queries (telephonic and email). - Liaise with service providers to ensure queries are resolved. - Provide feedback to client and/or consultant on progress and resolution. - Keep tracking reports up to date. - Assist Consultants with onboarding of new clients both digitally...
Synopsis: A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company. Job Description: Job Description/Duties: • Assisting Financial Planners in all their administrative tasks • Research product information • Prepare financial planning and investment proposals •...
A well-established Insurance Brokerage in Pretoria East is looking for a New Business Insurance Broker to join their team. The ideal candidate will be responsible for evaluating applications, calculating quotations, and ensuring the company minimises exposure to losses while offering clients comprehensive and cost-effective policies. Key Responsibilities: - Evaluate insurance proposals, assess...
Broker Consultant Location: Western Cape Bellville Employment Type: Permanent Working Hours: Monday to Friday | 08h00 16h30 Role Overview A well-established organisation within the financial services / funeral insurance sector is seeking a detail-oriented and self-motivated Broker Consultant to provide administrative and operational support to the Sales Support function. This role requires...
ENVIRONMENT: A dynamic Micro Insurer is seeking a Broker Consultant who will provide high-level administrative support to the Sales Support Department. Excellent MS Office knowledge and attention to detail is a requirement to successfully fulfil this role. You will capture Broker information on the in-house system, coordinate Broker applications, and assist in the resolutions of escalations...
Role Title: Broker Support (Sales & Finance Administration) Location: South Africa (Fully remote) Type: Long Term - Contractor Hours: Monday to Friday (12am – 8am SAST) Salary: R16 000 - R27 000 per month - Negotiable based on experience Reporting to: Director / Executive Leadership Team About our client: A rapidly-growing commercial finance brokerage specialising in asset, vehicle, truck...
Overview Hire Resolve is currently seeking a Broker Support Administrator to join our clients team in Cape Town. In this role, you will provide administrative support to our broker network, ensuring efficient and effective service delivery. You will be responsible for handling inquiries, processing paperwork, and providing general support to brokers. The ideal candidate will have strong...
Who 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. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated...
Join TIH, home to some of South Africa's leading financial service providers, and grow your career while being part of an organisation with purpose. Job Purpose Support the underwriting of new business and renewal cases by verifying the completeness and accuracy of information and checking against standard rates, referring issues to senior colleagues when...
Company Description OUTsurance has been propelling the South African insurance industry forward for the last 27 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 with their energy and expertise. If you're...
Our client in the Insurance industry is currently looking for a Technical Broker – Commercial & Personal Insurance, in Witbank, Mpumalanga. Responsibilities: Handle end-to-end underwriting and policy administration for both personal and commercial lines. Assist clients with policy renewals, endorsements, and quotations. Provide technical support and advice to clients on suitable insurance...
Galetti Corporate Real Estate is committed to developing long-term, successful relationships that contribute to achieving personal and business goals for our valued clients, including an impressive list of noteworthy investors, business owners, and corporates. Led by a team of highly dynamic, passionate, and experienced real estate specialists, Galetti Corporate Real Estate is one of South...
Company Description DG Property is a dynamic commercial and residential real estate agency specializing in sales, leasing, and property valuations. Our team consists of innovative professionals dedicated to providing expertise that supports business performance and investment growth. With a mission to help clients turn their visions into reality, we aim to transform the commercial real estate...
ANVIL Property Smith ANVIL is a specialist commercial and industrial property brokerage operating nationally. We focus on consistent output, well managed transactions and brokers who are prepared to build results through sustained effort. We are expanding our brokerage team and are looking for a commercial property broker who wants ownership of their pipeline and clear accountability for...
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 clients as part of a long- term relationship...
Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...
Company Description OUTsurance has been propelling the South African insurance industry forward for the last 27 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 with their energy and expertise. If you're...
Who 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 vision: We aspire to be the best at building...
Who are we? Miway is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the right people on board, we will continue to...