Jobs
>
Financial Advisor
>
East London

    Financial Advisor - East London, South Africa - Micah Govender Developments

    Micah Govender Developments
    Micah Govender Developments East London, South Africa

    1 week ago

    Default job background
    Contract
    Description
    Role Purpose


    Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI).

    Business Development Consultants advise primarily on motor and household domestic insurance.

    Responsibilities and work outputs

    • Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
    • Minimum requirement of 8.5 written policies per month
    • Maintain and update your Lead Generation Matrix on a weekly basis
    • Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
    • Sign up a minimum of 5 active lead referral agents
    • Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
    • Keep up to date and fully informed on product comparisons with opposition products
    • Stay abreast of MI product changes and enhancements
    • Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
    • Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
    • Maintain the required dress code and professional appearance
    Competencies required

    • Technical Retail Acumen
    • Retail Sales Skills
    • Risk awareness
    • Cross selling
    Experience and Qualifications

    • Matric/Grade 12
    • FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
    • FAIS Regulatory examination for Representatives (RE5)
    • 12 CPD (continuous professional development) points
    • Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
    • Call center agents not preferred unless they have a minimum of 5 years' experience
    • All required regulatory exams and accreditation
    • One year's proof of commission earnings (minimum R pm)
    • Candidate must have his own transport (CAR) and license
    We're looking for someone with

    • Extensive knowledge of the Short-Term Insurance Industry
    • Thorough understanding of the short-term insurance industry and products
    • Thorough understanding of business principles
    • Interpersonal Skills
    • Ability to handle conflict
    • Negotiation skills
    • Problem solving skills
    • Risk Assessment and analysis
    • Insurance Principles and practice
    • Customer and Personal Service
    • Clerical and administrative procedures
    • Be professional at all times with prospects, clients and other MI stakeholders
    • Presentation skills, both 1:1 and to groups
    • Ability to present professionally
    • Sales skills
    • Prospecting skills

    NB:
    Salary is R uncapped commission
  • Ikusasa Recruitment Group

    Financial Advisor

    2 weeks ago

    Ikusasa Recruitment Group East London, South Africa

    **THE ROLE** · Financial advisors / Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment · Financial advisors / Business Development Consultants advise primarily on motor and household ...

  • Ikusasa Recruitment Group

    Financial Advisor

    2 weeks ago

    Ikusasa Recruitment Group East London, South Africa

    We are looking for Financia Advisors for the insurance industry Personal and Commercial lines who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down Business Dev ...

  • Scorpex Recruitment

    Junior Financial Advisor

    2 weeks ago

    Scorpex Recruitment East London, South Africa

    **Junior Financial Advisor (Eastern Cape)** · - RE5 essential · - Dipl / Deg in Accounting or equivalent · - Investment Experience · - Must be well-spoken and be hungry for sales · - Must be extremely good at building and maintaining client relationships · - Must come from a trad ...

  • Scorpex Recruitment

    Investments Financial Advisor

    1 day ago

    Scorpex Recruitment East London, South Africa

    **Junior Financial Advisor (Eastern Cape)** · - **RE5 essential**: · - **Dipl / Deg in Accounting or equivalent**: · - **Investment Experience Essential**: · - Must be well-spoken and be hungry for sales · - Must be extremely good at building and maintaining client relationships ...

  • Montana Resourcing

    Paraplanner & Business Development Co-ordinator

    2 weeks ago

    Montana Resourcing East London, South Africa

    **Purpose of role** · - Business development and para planning support for a panel of Financial Advisors and the regional Portfolio Manager. · - Assist in developing, activating and executing on an Advisor's prospecting plans. · - Identify business development opportunities in ea ...

  • Pro Select Consulting

    Business Development Broker Consultant

    1 week ago

    Pro Select Consulting East London, South Africa

    Consistently deliver and exceed on allocated sales targets. · - Develop, manage and maintain strong relationships with Financial Advisers, ensuring consistent growth of their panel. · - Assist in identifying new potential Financial Advisers and opportunities for business growth. ...

  • The Recruiters

    Experienced Stockbroker

    1 week ago

    The Recruiters East London, South Africa

    **Title**: · **EXPERIENCED STOCKBROKER / PORTFOLIO MANAGER - EQUITIES**: · **Salary**: · - Market related · **Description**: · - A leading independent stockbroking and private wealth management company offering local and offshore private client equity portfolio management and tra ...

  • Psalms23consulting

    Experienced Stockbroker

    1 week ago

    Psalms23consulting East London, South Africa

    A leading independent stockbroking and private wealth management company offering local and offshore private client equity portfolio management and trading services is looking for a dynamic, experienced, and appropriately qualified Stockbroker / Portfolio Manager who is also able ...

  • Staff Solutions

    Revenue Collection

    3 weeks ago

    Staff Solutions East London, South Africa

    Eastern Cape, East London · - Negotiable Cost To Company (Market related, Negotiable) · Opportunity Available Our leading client in the Business Development Sector is looking to employ a Revenue Collection & Debt Management Manager to join their dynamic team in East London. · **S ...

  • Sanlam

    Senior Hcbp

    2 weeks ago

    Sanlam East London, South Africa

    **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 w ...

  • Abantu Staffing Solutions

    Manager - Securities, Monitoring and Control

    2 weeks ago

    Abantu Staffing Solutions East London, South Africa

    **Employment Type **:Full Time · **Experience **:8 to 10 years · **Salary **:Negotiable · **Job Published **:13 July 2023 · **Job Reference No. **: · **Purpose of the Job** · - Responsible for ensuring compliance to all loan approval conditions; coordination of legal agreements ...

  • Ikusasa Recruitment Group

    Financial Consultant

    3 days ago

    Ikusasa Recruitment Group East London, South Africa

    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 sel ...

  • Nedbank

    Business Manager Commercial Banking

    1 week ago

    Nedbank East London, South Africa

    **Business Manager Commercial Banking** · - Location: East London - Eastern Cape- Closing Date- 03 May 2024- Career Stream- Relationship Management · - Leadership Pipeline- Manage Self: Professional (MSP) · - FAIS Affected- FAIS Affected - Yes**Job Purpose** · - To grow commercia ...

  • Gold City Offshoring (Pty) Ltd

    Accounts Senior

    2 days ago

    Gold City Offshoring (Pty) Ltd East London, South Africa

    GCO is thrilled to offer an exceptional opportunity for a skilled, detail-oriented, and proactive **Accounts Senior** to join the dynamic Accounts team of one of our prestigious UK-based clients. Under the guidance of a Business Advisor, you will play a pivotal role in delivering ...

  • Sanlam

    Senior HCBP

    2 weeks ago

    Sanlam East London, South Africa

    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 ...

  • Jobking

    Pre-sales :Architect-MTN South Africa

    3 weeks ago

    Jobking East London, South Africa Full time

    Mission/ Core purpose of the Job: (Short description) · To provide a specialised presales service to the relevant verticals within the Sales environment, to design next generation solutions for existing and prospective customers and become the trusted advisors within our interna ...