Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management
(Bcom / BSc/ B. Proc) – Financial Planning/Life Insurance •Proficient in EXCEL and PowerPoint •8 Years
Pretoria East
INDUSTRY: Insurance
SALARY / CTC : R 17 000insurance. Skills & Attributes
Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management
experience in the insurance industry
Client, a corporate leader in the Short Term Insurance Industry is looking for HUNGRY New Business Hunters advise primarily on motor and household domestic insurance. Responsibilities and work outputs Source sufficient with opposition products Stay abreast of Momentum Insure product changes and enhancements Be compliant in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics 12 FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010);
Description Outbound Consultant - Insurance To support the goals and objectives of the campaign by ensuring - Cold calling SA clients • Minimum 6 months insurance telesales experience (cold calling) - Ideally
to serve as the link between the client and the insurer. Provide meaningful input to facilitate the finalization working with short-term Insurance claims – non negotiable
organisation that redefines the landscape of insurance solutions and prioritize the growth and prosperity on a journey with one of the largest brands in insurance, proudly South African owned and committed to purpose of the role is to execute on the Momentum Insure Sales strategy. This will include the achievement possible cost This role leads and directs the Momentum Insure BDC channel, strong leadership is required to motivate To ensure that the processes within the Momentum Insure Sales Team comply with legislative and process
Business Development
Customer Relationship Development / Prospecting
Customer Needs Clarification
Sell Customer Propositions
Sales Opportunities Creation
Customer Relationship Management / Account Management
Customer Relationship Management (CRM) Data
Operational C