Grade 12 / Senior Certificate Min 3 years' Admin experience Proficient in Microsoft Office Suite (MS Word
advantage) Need to be able to take supervision of 1 or 2 people Need to be able to control a process Need to situations Need to be able to communicate with internal colleagues and external clients Need to be able work on their own (self starter) Need to be able to work in Teams Need to understand that the work is very
Minimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.
Life insurance experience is essential ie. Death, Disability and Critical Cover needs
Estate Planning
Business Assurance
Short-term insurance experience is an advantage
Appropriate tertiary qualification
standing requirements
Meet the FAIS minimum experience requirements in respect of long-term insurance
categories
Fully computer literate, xPlan experience advantageous
Excellent communication skills
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories Fully computer literate, xPlan experience advantageous Excellent communication skills,
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories Fully computer literate, xPlan experience advantageous Excellent communication skills,
researching the market for the best solutions for their needs.
on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance ntify, refine, clarify, and define the business need
reconciliations and other reconciling tasks as needed
flexibility to encompass additional responsibilities as needed. This is an opportunity to work in a dynamic and related tertiary qualification. Minimum of 5 years' experience in a similar role. Proficiency in QuickBooks QuickBooks Online and Excel, with extensive experience in data analysis, formula creation, and spreadsheet management Knowledge of financial regulations and compliance. Experience dealing with product imports. Strong analytical Flexibility to take on additional responsibilities as needed to support the Finance Manager and the broader
on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance ntify, refine, clarify, and define the business need