Personal Assistant to RGM: Broker and Advisor: SLS: SanlamConnect: Cape Region : Bellville Location: Bellville, Western Cape, ZA 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...
A reputable recruitment agency in South Africa is seeking a finance professional to manage broker commission payments and reconcile accounts. The ideal candidate has a Matric Certificate and at least 3 years of relevant finance experience, with advanced MS Excel skills. Familiarity with Pastel Evolution is advantageous. The role values initiative, ownership, and problem-solving within a...
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...
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 : Job Description / Duties - Assisting Financial Planners in all their administrative tasks - Research product information - Prepare financial planning and...
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...
Join our client, a leading Financial Services Giant, as a Broker Consultant. As a Business Consultant, the successful candidate will be responsible for building and maintaining the relationship between our Client and Intermediaries/Financial Planners. The successful candidate's focus areas would be: - Create valuable business partnerships to enhance the business. - Manage a panel of Brokers in...
Overview Hire Resolve is currently seeking a Broker Support Administrator to join our client’s 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...
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 necessary. Responsibilities - Underwriting Management Support the underwriting of new business and renewal cases by verifying the completeness and accuracy of information and checking...
Broker Consultant page is loaded## Broker Consultantlocations: Johannesburg: Cape Townposted on: Posted Todaytime left to apply: End Date: January 31, 2026 (18 days left to apply)job requisition id: R41350# Job DescriptionTo drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project manage various business development activities and initiatives, and...
A recruitment agency is looking for a Broker Administrator to manage new business processes in Pretoria East. The candidate will assist in client targeting, handle policy applications, and maintain client records while ensuring excellent service to existing clients. The role requires fluency in Afrikaans and English, a matric certificate, and ideally 2 or more years of experience in the life...
Description To drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project managing various business development activities and initiatives, and ensuring delivery of the portfolio’s key objectives. Critical outputs of the role are to identify leads, support campaigns and build relationships within assigned regions. Hello Future Invest and Insure...
Join our client, a leading Financial Services Giant, as a Broker Consultant. As a Business Consultant, the successful candidate will be responsible for building and maintaining the relationship between our Client and Intermediaries/Financial Planners. The successful candidate's focus areas would be: - Create valuable business partnerships to enhance the business. - Manage a panel of Brokers in...
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...
Job Title : Broker Administrator - New Business (Pretoria East) Duties and Responsibilities : Assist in identifying and targeting potential clients Follow up on leads and facilitate initial client meetings Assist in the preparation, processing, and administration of new policy applications Maintain up-to-date records of client policies and ensure all documentation is accurate Monitor...
Overview 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...
Join our client, a leading Financial Services Giant, as a Broker Consultant. As a Business Consultant, the successful candidate will be responsible for building and maintaining the relationship between our Client and Intermediaries/Financial Planners. The successful candidate's focus areas would be: - Create valuable business partnerships to enhance the business. - Manage a panel of Brokers in...
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...
Overview 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...
A leading financial services provider in South Africa is seeking a Broker Consultant to enhance support and drive business objectives through non face-to-face interactions. Responsibilities include building relationships, driving sales, and managing queries. The role requires a Matric certificate and relevant qualifications in financial services like a BComm or Marketing diploma. Experience in a...
A leading financial services provider in Cape Town is seeking a Broker Consultant. The role focuses on driving sales through non face-to-face interactions with brokers, providing support, and managing new and existing business queries. Ideal candidates will possess a relevant qualification in financial services and have prior experience as a Broker Consultant or Assistant. Successful individuals...