Reference: HC003109-Carol-2 Call Centre Agent (Insurance Industry) Retail Investments Service and Operations Role Purpose As a Call Centre Agent - Service Specialist within our RISO Service Centre, you will be one resolving complex product related queries. As a Call Centre Agent - Service Specialist, you will be expected our servicing channels, currently being telephone calls, emails, digital portal and manual instruction processing primary role in one of these channels, but all Call Centre Agents -Service Specialists are appointed to
Reference: HC003109-Carol-2 Call Centre Agent (Insurance Industry) Retail Investments Service and Operations Role Purpose As a Call Centre Agent - Service Specialist within our RISO Service Centre, you will be one resolving complex product related queries. As a Call Centre Agent - Service Specialist, you will be expected our servicing channels, currently being telephone calls, emails, digital portal and manual instruction processing primary role in one of these channels, but all Call Centre Agents -Service Specialists are appointed to
and are known throughout the industry for their experience and strong track records. How you'll role In Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular qualification 2 years' experience in a financial advisory role Financial planning and sales experience Must be in transferable book of AUM will be beneficial Offshore experience will be beneficial Salary Basic commission (to
and are known throughout the industry for their experience and strong track records. How you'll role In Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular qualification 2 years' experience in a financial advisory role Financial planning and sales experience An RE 5 qualification transferable book of AUM will be beneficial Offshore experience will be beneficial Salary Basic commission (to
and are known throughout the industry for their experience and strong track records. How you'll role In Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular qualification 5 years' experience in a financial advisory role Financial planning and sales experience Must be in transferable book of AUM will be beneficial Offshore experience will be beneficial Salary Basic commission (to
and are known throughout the industry for their experience and strong track records. How you'll role In Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular meetings with key clients What you'll need Proven experience in a financial advisory or wealth management African equivalent) Financial planning and sales experience A strong desire to learn and grow professionally will be beneficial but not essential Offshore experience will be beneficial Salary Basic commission (to
and are known throughout the industry for their experience and strong track records. How you'll role In Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular meetings with key clients What you'll need Proven experience in a financial advisory or wealth management African equivalent) Financial planning and sales experience A strong desire to learn and grow professionally will be beneficial but not essential Offshore experience will be beneficial Salary Basic commission (to
accounting fundamentals and principles and bookkeeping experience. May include any or all of the following: ledgers
SKILLS:
Data Collection and Analysis
Works without supervision and provides technical guidance when
making.
Compliance Management
Works without supervision and provides technical guidance when
others.
Policy and Regulation
Works without supervision and provides technical guidance when
area of expertise.
Assessment
Works without supervision and provides technical guidance when
similar, coupled with 3-5 years Fixed Assets experience in a Manufacturing environment. Duties include: floor, re-name assets and change from one cost centre to another; assist the Senior Accountant in the assets are listed under the correct cost centres etc. SAP experience essential in terms of the assets module
Min. 3 Years Insurance experience in a Call Centre Commercial Insurance experience RE would be an advantage