BComm Degree CFP RE1 and RE5 10 - 15 years experience in the Compliance Space Extensive knowledge of
Specialist is to focus on recruiting external brokers (advisors) and servicing them to grow our distribution
with fostering long-term relationships between brokers and their clients. The primary objective of this
recruit, and onboard new brokers, provide ongoing support to existing brokers, and expand our distribution
Distribution team, the primary focus will be to work with Brokers being the interface between themselves and Everest
BROKER RECRUITMENT
Specialist is to focus on recruiting external brokers (advisors) and servicing them to grow our distribution with fostering long-term relationships between brokers and their clients. The primary objective of this recruit, and onboard new brokers, provide ongoing support to existing brokers, and expand our distribution Distribution team, the primary focus will be to work with Brokers being the interface between themselves and Everest awareness. Duties/Responsibilities: BROKER RECRUITMENT Identify potential brokers and develop strategies to recruit
Specialist is to focus on recruiting external brokers (advisors) and servicing them to grow our distribution
with fostering long-term relationships between brokers and their clients. The primary objective of this
recruit, and onboard new brokers, provide ongoing support to existing brokers, and expand our distribution
Distribution team, the primary focus will be to work with Brokers being the interface between themselves and Everest
BROKER RECRUITMENT
fund management and liquidity. Studying towards CFP would be an advantage. Minimum requirements: Knowledge advantage. B Com degree / CFP (Certified Financial Planner) or studying towards a CFP would be an advantage
fund management and liquidity. Studying towards CFP would be an advantage. Minimum requirements: Knowledge advantage. B Com degree / CFP (Certified Financial Planner) or studying towards a CFP would be an advantage
marketing team and coordinate training and other broker functions. Matric Post Graduate B.Comm, Engineering Stats Preparation: Broker Premium consolidation Broker information consolidation Broker target consolidation consolidation Broker area distribution Marketing Training: Powerpoint Presentation preparation Research for Marketing
Administration: Attend to the personal tasks assigned by the Brokers for whom you work on a daily basis. These tasks tasks will include duties such as running the Brokers daily diary, making, confirming and rescheduling meetings appointments and taking messages Ensuring that the Brokers clients' Salesforce and Drive folders are kept kept up to date Arrange travel details for Brokers from time to time Communication with the Insurer on any any policy amendments as per the Broker's instruction Preparation of presentations, quotations and client
contract. Attend to broker/client queries Articulate company products and services to brokers/clients Liaise Liaise with broker consultants Provide support and assistance to other internal teams Keep brokers up to date of products Create reports/data extracts as per broker's request from time to time Escalate complex issues confidence dealing/explaining products to clients/brokers Sound computer skills - Microsoft Office a must
contract. Attend to broker/client queries Articulate company products and services to brokers/clients Liaise Liaise with broker consultants Provide support and assistance to other internal teams Keep brokers up to date of products Create reports/data extracts as per broker's request from time to time Escalate complex issues confidence dealing/explaining products to clients/brokers Sound computer skills - Microsoft Office a must