brokers assistant jobs

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...

Job Number- 70538Job Type- PermanentJob Title- Assistant to Senior BrokerComputer Skills- MS Excel,MS Outlook,MS Word,MS OfficeIndustry- Financial ServicesCity- Johannesburg (Incl. Northern Suburbs)Province- Gauteng- Capturing and taking minutes of meetings from Financial Advisors interaction with clients;- completed correctly), servicing and any other requirements;- Ensuring that compliance...

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 •...

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...

Northpoint Realty Group is seeking dynamic and driven Commercial Brokers in Real Estate to join our dynamic team. If you are a Commercial Broker or Residential Real Estate Agents with aproven track record read on. HOW YOU WILL BENEFIT - 100% Commission from day 1: After a one-time initial cap, you’ll take home the full commission on every deal No hidden fees, no splitting with the house – just...

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...

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...

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 to...

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...

Job Description To drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project manage various business development activities and initiatives, and ensure delivery of the portfolio's key objectives. Critical outputs of the role is to identify leads, support campaigns and build relationships within assigned regions. Hello Future Invest and Insure...

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...

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...

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...

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...

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...

Company Description OUTsurance has been propelling the South African insurance industry forward for the last 28 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? 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...