12 Deloitte jobs in Durban

Join to apply for the Independent Financial Services Sales Agent: Durban role at iMasFinance

3 days ago Be among the first 25 applicants

Join to apply for the Independent Financial Services Sales Agent: Durban role at iMasFinance

Job Purpose

iMas Insurance Brokers is looking for Independent Insurance Sales Agents within Durban and surrounding areas, with knowledge and experience in Life Insurance, specifically targeting the retail mass market. These individuals should be self-starters with an entrepreneurial flair and the capability to work independently.

Job Specifications

iMas Insurance Brokers provides you the benefits of:

• A well-established and reputable brand in our target market
• A lucrative commission split
• Compliance and admin office support
• Infrastructure to support sales activities
• Multiple product offerings
• Comprehensive financial wellness training programme
• Focus on well-established networks in the retail mass market sectors

Minimum Requirements

Our Independent Brokers must meet the following minimum qualifications and experience:

• Matric
• A tertiary qualification (advantageous)
• FSCA recognized qualification, as per FAIS requirements (advantageous)
• Regulatory Exam for Representatives (RE5) (advantageous)
• Minimum 1 year sales experience in the life insurance industry
• Clear ITC
• Clear criminal record
• Valid drivers license

• Entry level

• Full-time

• Sales and Business Development

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Description:

The Group is looking for a graduate with minimal work experience to join Santova Financial Services in our Umhlanga Office. This oppportunity will facilitate practical hands-on experience as well as an in-depth exposure to all facets of short-term insurance focusing on niche as well as general markets and select candidates may also participate in the Company's development of new financial services products.

The primary objective of this opportunityis to develop entrepreneurialindividuals who will be capable of growing the business through innovative solutions and strategic customer engagement.

This opportunity offers significant long-term career prospects , with progression and opportunities directly tied to individual performance and initiative .

Strategic Focus Areas

• Domestic underwriting and claims handling
• Commercial underwriting and claims handling
• Comprehensive understanding of the various policy wordings for the products that are being marketed to clients
• Focusing on the importance of customer relationships and customer service
• Becoming an accredited representative in accordance to FAIS Law Legislation to market, manage and advise on domestic, commercial, corporate and specialist insurance
• Exposure to information systems, business intelligence, data analysis and client report writing
• Professional client engagement offering comprehensive and tailor-made insurance solutions underwritten by highly regarded national and international insurers for total peace of mind
• Developing risk solutions ranging from captive insurance products, profit share facilities, risk

RPO Recruitment's client is seeking a Tax Accountant to join their team in Durban. The ideal candidate should be technically strong in both tax and accounting, and have a proven track record of success in managing complex tax issues. They will be responsible for being the tax technical lead both internally and in interactions with SARS.

Responsibilities:

• Oversee all of The Company's tax products
• Prepare and review tax returns for individuals, businesses, and trusts
• Advise clients on tax planning and compliance matters
• Represent clients in tax audits and disputes
• Keep up to date with the latest tax legislation and developments
• Provide tax training and support to internal staff
• Act as the tax technical lead both internally and in interactions with SARS

• Bachelor's degree in accounting or related field
• Completed SAICA or SAIPA articles
• Minimum 3 years' post articles experience in tax accounting
• Strong technical knowledge of tax and accounting principles
• Experience in dealing with SARS both via e-filing and other channels
• Experience with tax planning
• Ability to work independently and as part of a team
• Excellent communication and interpersonal skills
• Experience in training and mentoring staff

• Salary: R540K/yr - R650K/yr, salary negotiable
• Paid Time Off (PTO) (if applicable)
• Training & Development

1 day ago Be among the first 25 applicants

Direct message the job poster from Salesworx Recruitment (Pty) Ltd

We are seeking a Client Relationship Officer to join our client's team.

• The Client Relationship Officer (CRO) is responsible for servicing all existing private clients within the Wealth Team’s client book.
• The CRO provides first-class service to clients, maintaining and increasing the Company’s market share in Funds Under Management.
• Builds trusting relationships with private wealth clients, understanding their needs and offering suitable products and services.
• Follows up and closes appointments from qualified leads to acquire new business, allowing Wealth Specialists to focus on client engagement.

• Contact qualified leads, set up, and close appointments for the Wealth Specialist.
• Respond promptly and professionally to client queries and requests, providing high levels of service.
• Track and maintain all leads received by the team, ensuring timely follow-up.
• Maintain and reconcile daily team figures and submit reports.
• Liaise with clients as per company guidelines.
• Use the company’s CRM system effectively.
• Arrange appointments for Wealth Specialists, ensuring all paperwork is prepared.
• Verify deal packs, cover schedules, and will applications for completeness before submission.
• Assist in completing any outstanding requirements for deals.
• Understand company products to assist clients effectively.
• Ensure compliance with FSB and FAIS regulations, handling all business and client interactions ethically and legally.

• 3-year tertiary qualification in finance or commerce-related field.
• 3-5 years’ experience in financial services, especially investments, sales, financial planning, and estate planning.
• Valid driver’s license.

• Over 5 years’ experience in the industry.
• Postgraduate Diploma in Financial Planning or studying towards it.
• Passed the RE5 exam.

• Understanding of investment and fiduciary services.
• Quick learner of business models and products.
• Awareness of competitor offerings.
• Proficient in computer and technology use.

• Salary: R15,000 - R20,000 basic.

• Employment Type: Full-time
• Job Function: Finance
• Seniority Level: Not Applicable

We are seeking a Client Relationship Officer to join our client's team.

• The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our client's existing private clients that form part of the Wealth Team’s allocated client book.
  
• The CRO provides first class service to all clients and as such maintain and increase the Company’s market share in the areas of Funds Under Management. These individuals build a trusting relationship with our private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services we offer.
  
• The CRO is also responsible for following up and closing appointments from our various qualified leads sources. This focus allows for Wealth Specialists to be in front of clients, so they can sign and acquire new business.
  
  

• Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist.
  
• Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.
  
• Handling, maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and followed up within the Company’s set timelines.
  
• Maintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figures.
  
• Liaison with all clients allocated to the Wealth Specialist team as per the Company’s set guidelines.
  
• Full and proper use of the Company’s CRM package.
  
• Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews.
  
• Checking of all deal packs, cover schedules and will applications submitted by Wealth Specialists are completed correctly and in full then submitted to the Regional Administration Manager for final checking.
  
• Assistance in attending to any outstanding requirements to complete any deal.
  
• Understanding all Company’s products in order to assist clients in terms of their queries.
  
• Ensure that the Company is always compliant with regards to the regulations of the Financial Services Board and the FAIS Act; thereby ensuring all new business administration is completely compliant as per the Company’s and the FSB’s guidelines as well as handling termination and complaints in a compliant manner while always striving to treat the client fairly.
  
  
  
  

• Tertiary qualification (3-year degree) in a finance/commerce related field of study.
  
• 3-5 years’ experience in financial services with emphasis and exposure to investments, with experience in sales, conducting full needs analysis, financial planning and estates planning.
  
• Valid driver’s license.
  
  

• 5+ years’ experience in the industry.
  
• Postgraduate Diploma in Financial Planning or studying toward the qualification.
  
• Written and passed the Representative (RE5) exam.
  

• A sound understanding and working knowledge of investment and fiduciary services in the marketplace.
  
• Rapid learning ability to understand and grasp the client's business model and the products and services offered within the Group.
  
• Awareness and cognisance of competitor activities and offerings.
  
• Computer literate and technologically savvy.
  
  
  
  

• Salary: R15 000 - R20 000 basic