Purpose of Role: To provide and implement advice in respect of insurance needs and solutions to our clients comparisons, and quotation) for presentation to clients. Provide the specialist advice in respect of Life Insurance Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate and engage clients in order to better meet their needs. Monitor and report on the success and implementation requirements. Competencies: Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent
Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc.
Preference will be
relevant class of business and product specific training
FAIS compliant (continuous professional development)
Meet the FAIS minimum experience requirements in respect of long-term insurance
FAIS purposes Fully computer literate, xPlan experience advantageous
Excellent communication skills
(self-starter)
To provide and implement advice in respect of insurance needs and solutions to clients
is based in Kloof / Gillitts. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent relevant class of business and product specific training FAIS compliant (continuous professional development) good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance FAIS purposes Fully computer literate, xPlan experience advantageous Excellent communication skills, initiative (self-starter) To provide and implement advice in respect of insurance needs and solutions to clients
is based in Kloof / Gillitts. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent relevant class of business and product specific training FAIS compliant (continuous professional development) good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance FAIS purposes Fully computer literate, xPlan experience advantageous Excellent communication skills, initiative (self-starter) To provide and implement advice in respect of insurance needs and solutions to clients
operational requirements Facilitate and promote training and development initiatives in line with operational Oversee DBN debtors clerk duties and assist as needed Review and submit for new accounts before sending with the group accountant Amend product codes when needed with group accountant Advise dept. Manager when reports Price changes Update cost and selling rates provided by the Managing Director Run major price changes end of the day when needed Print out reports and rectify any discrepancies when needed Conduct backups to
financial qualification. At least 3-5 years' relevant experience Skills: Computer literate with excellent advanced business intelligence knowledge and experience Audit experience Strong people skills Strong analytical control of expenses within budgeted framework. Providing national financial information when required. curbing monthly costs. Providing regional branch training given branch needs identified or requested requested. e.g. stock training, income statement training and daily cash reconciliation training. Assist with
financial qualification. At least 3-5 years' relevant experience Skills: Computer literate with excellent advanced business intelligence knowledge and experience Audit experience Strong people skills Strong analytical control of expenses within budgeted framework. Providing national financial information when required. curbing monthly costs. Providing regional branch training given branch needs identified or requested requested. e.g. stock training, income statement training and daily cash reconciliation training. Assist with
Accounting related degree
Implementing the software at clients premises Performing need analysis and payroll setup in such a way that all which is based on consulting, training and support hours On-site training at client's premises Telephone calls on Call Logging System (CRM) Presenting Training Courses Staying up to date with all statutory payrolls for financial year-end processing. To provide timely action requests for transfer of long service Regulations. To provide the calculation of redundancy and termination calculations. To provide support and
Implementing the software at clients premises Performing need analysis and payroll setup in such a way that all which is based on consulting, training and support hours On-site training at client's premises Telephone calls on Call Logging System (CRM) Presenting Training Courses Staying up to date with all statutory payrolls for financial year-end processing. To provide timely action requests for transfer of long service Regulations. To provide the calculation of redundancy and termination calculations. To provide support and