candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term matters and provide recommendations on long term insurance products Promote business to increase customer certifications Strong understanding of the long term insurance space Excellent sales skills Must have current
Leading organisation within the "investments / insurance and financial services industry" requires a half must have administration experience within the insurance industry. Qualifications and Experience 2-3 years administration experience in the financial services / insurance industry is required : Life cover and investments providing the required levels of client services to insurance clients. The PA is part of a regional team and for engagement between Financial Planner and insurance client. FICA and AML capture and checking on client
administration experience in the financial services / insurance industry is required : Life cover and investments
insurance clients.
The PA is part of a regional
for engagement between Financial Planner and insurance client.
FICA and AML capture and checking
/>Administration relating to client transfer and new insurance business transactions.
Submission of intermediary
to the lodgment rules.
Submission of new insurance business application(s), together with supporting
a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies, including including life insurance, annuities, funeral, retirement policies, etc. The broker will be responsible providing expert advice, and finding the best insurance solutions to meet those needs. This role involves determine their insurance requirements. Provide expert advice on suitable long-term insurance products. Explain various insurance policies. Sales and Policy Placement: Present and sell long-term insurance products
selling of short-term commercial and personal insurance products and services to the right clients Responsibilities: client base Advising clients on their short-term insurance needs Handling of incoming and outgoing calls
NQF Level 4 – full qualification (short-term insurance) as set by regulation. • DOFA confirmation from FSCA. • 10 years claims experience in short term insurance • Computer Literate (MS Outlook, Excel, Word)
2-3 years call centre sales experience in Life Insurance to join reputable company in Jhb North. MUST HAVE: 2 years call centre sales experience in Life Insurance industry Successful track record in sales DUTIES: call centre Working from leads Sales of Life Insurance products to clients Closing deals Reaching targets
processes. Minimum requirements: Matric Short Term Insurance Certificate NQF 4 (NON-NEGOTIABLE) Regulatory
responsible for the selling of short-term personal insurance products and services to the right clients. Aggressive client base • Advising clients on their short-term insurance needs • Handling of incoming and outgoing calls client base • Advising clients on their short-term insurance needs • Handling of incoming and outgoing calls
midsize businesses and particular expertise in: 1. Insurance 2. Banking 3. Wealth and Investments 4. Retail within area of responsibility taking into account the Absa standards. Ensure that processes and procedures provided to changes are reflected on appropriate Absa supporting and training documentation. Accountability: