Current Vacancies at TWK Agri

Responsibilities and Duties

• General administrative duties relating to insurance
• Complete monthly reports
• Request quotations relating to life insurance products
• Make and confirm appointments
• Capturing of data on necessary systems
• Correspond with internal and external stakeholders
• Maintain a continuous update of the client database
• Ensure that client records are created and updated
• Follow up with financial advisors/brokers regarding outstanding client information and compliance

Qualifications and Skills

• Matric / Grade 12
• At least 5 years experience in the Insurance Industry (advantageous)
• Computer literate
• Advanced skills in Excel (advantageous)
• At least 2 years work experience in an administrative position
• Knowledge of astute
• Understanding the different platforms of Discovery, Momentum, Liberty Life, Sanlam, PPS, Brightrock, etc
• Excellent interpersonal and communication skills
• Deadline driven, good organizing and planning skills

go to method of application »

Responsibilities and Duties

• Assisting Financial Planners in all their administrative tasks
• Thorough understanding of current FICA and FAIS legislation
• Prepare financial plans and provide analysis and recommendations
• Gather client data, including risk tolerance and financial goals
• Identifying existing clients whose portfolios need to be reviewed
• Input client data to financial planning software
• Research and select appropriate financial products or investments
• Preparation of Financial Plans (Death, Disability, Retirement and Estates)
• Maintain client records and ensure compliance
• Maintain Client Relationship Management system
• Assist with new business development and marketing efforts
• Respond to client inquiries

Qualifications and Skills

• Matric / Grade 12
• Relevant financial qualification / or qualification applicable to the long-term insurance industry (advantageous)
• At least 5 years experience in the Insurance Industry (advantageous)
• 3+ Years of experience in financial planning and analysis preferred
• Advanced skills in Excel (advantageous)
• Excellent interpersonal and communication skills
• Excellent research, analytical and problem-solving skills
• Deadline driven, good organizing and planning skills
• Must be able to speak and understand Afrikaans and English due to client base

go to method of application »

Responsibilities and Duties

• Maintain records of business transactions and product inventories, reporting data to company
• Facilitate the effective management of orders on national level
• Maintain optimum inventory levels against targets
• Analyse demand vs stock
• Build lasting relationships with suppliers
• Follow-up on orders from suppliers
• Utilise relevant reports to ensure accurate purchasing of stock
• Monitoring dead/slow-moving stock and taking timeous actions
• Source of new products/trends in accordance with management
• Maintain and update filing
• Follow company policies and procedures
• Other projects and responsibilities as assigned
• Ensure that risks are monitored, tracked and managed effectively

Qualifications and Skills

• Matric / Grade 12
• Relevant tertiary qualification
• Minimum 4 years’ experience in a procurement / buying environment within the Agricultural sector
• Computer literate
• Knowledge of agricultural products
• Good interpersonal and communication skills
• Strong negotiation skills
• Detail orientated
• Valid driver’s license