PERSONALITY TRAITS

JOIN THE TEAM

Royal Square Financial is committed to providing our clients with unparalleled excellence. As such, our talent selection criteria must always seek to find the best candidates possible to join our young, dynamic and knowledgeable team to serve our clients.

Royal Square Financial is looking for a variety of candidates who are ambitious, self-motivated, energetic and goal orientated with critical thinking and decision-making ability. We are looking for candidates who enjoy the challenges of targets, work independently and well under pressure and want to be in control of their own destiny. The candidates must have good communication, interpersonal and leadership skills.

FEATURED JOBS

Royal Square Financial requires Experienced Financial Advisors in Life Insurance, Investments or Short Term Insurance to increase our team in the following areas:

Jhb North: Sandton, Bryanston, Randburg and Fourways
Jhb Central: Rosebank, Parktown North, Houghton & City of Joburg
We are looking for exceptional people with exceptionally big dreams!

We offer…

  • 100% Commission based structure with benefits – unlimited earning potential
  • Vesting incentive/bonus for on target performers
  • Excellent support structure
  • Continuous training
  • Rewards & Recognition for outstanding performance

We require you to…

  • Establish and maintain a client base
  • Achieve sales targets
  • To give professional advice to clients
  • To build a profitable practice

Must have…

  • Minimum 36 months experience in Life Insurance, Investments or Short Term Insurance
  • Grade 12 (or equivalent) or a higher industry qualification
  • RE Certificate for Representatives
  • Minimum 120 Long-Term FAIS Credits
  • Valid South African Driver’s License and own vehicle
  • 3 Years relevant industry experience

Job Type: Full-time
Local candidates only:

  • Johannesburg, Gauteng
Apply

Royal Square Financial requires Experienced Financial Advisors in Life Insurance, Investments or Short Term Insurance to increase our team in the following areas:
Jhb North: Sandton, Bryanston, Randburg and Fourways
Jhb Central: Rosebank, Parktown North, Houghton & City of Joburg
We are looking for an exceptional leader who is a self-starter and has the ability to lead a team.

We offer…

  • Commission based structure with a basic salary – unlimited earning potential
  • Vesting incentive/bonus for on target performers
  • Excellent support structure
  • Continuous training
  • Rewards & Recognition for outstanding performance

We require you to…

  • Establish and maintain a client base
  • Achieve sales targets
  • To give professional advice to clients
  • To build a profitable practice
  • Develop and lead a team of Financial Advisors

Must have…

  • Minimum 36 months experience in Life Insurance, Investments or Short Term Insurance
  • B.Com Degree or National Diploma in Finance / Risk Management or similar
  • CFP (or studying towards within 24 months)
  • RE Certificate for Representatives and/or Key Individuals
  • Minimum 120 Long-Term FAIS Credits
  • Valid South African Driver’s License and own vehicle
  • 3 Years relevant industry experience

Job Type: Full-time
Local candidates only:

  • Johannesburg, Gauteng
Apply

Royal Square Financial is looking to appoint an Executive Personal Assistant/Office Manager, responsible
for Office Management and Sales Support.

Jhb North: Sandton, Bryanston, Randburg, Rosebank, Parktown North and Fourways

We offer…

  • R12, 000 basic salary plus benefits
  • Performance Bonus
  • Continuous training and Higher-Education
  • Rewards & Recognition for outstanding performance

We require you to…

  • Full Support functions for Sales Team
  • Diary management for Sales Team
  • Handling incoming calls and emails
  • Produce presentations and weekly reports
  • Full admin support
  • Travel arrangements
  • Plan and coordinate meetings, conferences, workshops
  • Office management
  • Stationery orders
  • Monthly grocery purchases
  • Ordering of lunch/snacks for meetings
  • Bookings & Training Coordination
  • Restaurant bookings

Must have…

  • National Diploma or Relevant industry experience
  • 3 – 5 years Executive PA experience or Office Management Experience
  • PC Literate with excellent typing skills
  • Microsoft Office – Word , Excel, Powerpoint and Outlook are key
  • Quotes Package training will be provided for all other software
  • Attention to detail and accuracy in all things
  • Excellent organisational skills
  • Ability to handle pressure and deliver on deadlines
  • Valid South African Driver’s License and own vehicle

Job Type: Full-time
Local candidates only:

  • Johannesburg, Gauteng
Apply

Royal Square Financial is looking for a Corporate Specialist – Employee Benefits Consultant.

  • B.Com (Economics or Insurance), BA Law /LLB, CFP, IISA, or other industry related qualification is preferable
  • RE Certificate for Representatives and/or Key Individuals
  • Minimum 120 Long-Term FAIS Credits
  • Valid South African Driver’s License and own vehicle
  • 3-5 years in the Employee Benefits industry, with sales and marketing exposure.
  • Minimum of 2 years’ experience in selling umbrella funds (preferable)

Purpose of the job
The successful candidate will market the company’s Corporate products and services to tied and non-tied intermediaries to promote or buy the company’s Corporate products and to influence the intermediaries to promote or buy the company’s Corporate products.

Responsibilities

  • Acquiring new business and meeting set production targets
  • Analysing intermediaries’ business and making recommendations for opportunities to increase their corporate client base and capitalise on corporate leads
  • Act as a catalyst and influencer in terms of practice building for intermediaries
  • Completion and presentation of a detailed Employee Benefit Needs Analysis and or Existing Fund Needs Analysis
  • Provision and presentation of a detailed fund structure and quote, based on identified needs and shortfalls
  • Detailed reports on comparative costs and benefits
  • Making appropriate recommendations on how existing funds/schemes may be upgraded
  • Ability to present at board level
  • Negotiations with company directors and trustees in respect of fund/scheme and benefit structure
  • Presentations and communications to company employees
  • Structured handover of new funds to Servicing/Operations

Competencies

  • In-depth industry, environmental, compliance and legislative knowledge
  • In-depth understanding of the SME Segment
  • Strong technical Employee Benefits knowledge
  • Negotiation skills at board level and at point-of sale
  • Analytical and Technical competence
  • Learning orientation
  • Adaptable to change
  • Excellent written and verbal reasoning
  • Sales skills
  • Self-motivated and Results driven
  • Sense of urgency
  • Assertiveness
  • Competitive

Department : Consultants and Actuaries
Reports To: Managing Director

Trustee meetings

  • Ensuring agenda and annexure are drafted and given to the MD for approval 3 weeks prior to the meeting;
  • Ensure that agenda for meetings are collated, bound and distributed correctly 1 week before the meeting;
  • Attend trustees and Sub-Committee meetings, take minutes, ensure minutes are typed and given to MD 1 week after meeting, and circulate minutes within 2 weeks of meeting;
  • Matters arising to be actioned within one month after meeting.

Administration

  • Writing reports
  • Daily administration to ensure the efficient running of funds
  • All written communication with clients and internal departments
  • Calculating unit pricing of funds and benefit calculations, compiling and maintaining account summaries for all funds, ensuring that standard documents, such as quarterlies, surveys etc, are issued timeously to clients.
  • Annual financial reviews
  • Compilation of the rules of the fund
  • Monitoring and ensuring risk benefit rates
  • Conducting rebrokes by comparing rates with insurance companies
  • Managing the overall administration of funds and co-ordination of benefit statements
  • Compilation and distribution of member communication
  • Managing a portfolio of clients
  • Monitoring of fees
  • Budgets and targets
  • Financial Management – Invoicing clients for additional work, collecting income timeously. (insured commission included), Controlling of expenditure.
  • Generating maximum income possible for the branch, monitoring commission schedules
  • Client Relationship
  • Keep client updated with developments in the employee benefit market. Facilitating and co-coordinating internal departments
Apply

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