WELCOME Responsibilities for Client Care Team Lead: Interact with clients and build relationships with value to existing client quotations by upselling products Oversee a team of client care consultants and exceptional client experience Mastermind creative ways to deliver an exceptional client experience Resolve Resolve complex client problems or disputes in a professional manner Matric Well Spoken Organisational
of insurance? As an Insurance Advisor , your mission is to guide clients through the insurance jungle
As an independent Financial Brokerage, our client provides exceptional and unique services to professionals provided it's clients for over 30 years.
Work with company book of clients to meet and review advice and offerings. Prospect and obtain new clients in the market to add to it's already extensive manner, building rapport and confidence in the clients.
Work with various FSP's and internal communication with clients
Develop comprehensive financial plans tailored to individual client
Provide
Maintaining Relationships with Dealers • Quoting Clients • Sales Responsibilities and Duties • To contact and via WhatsApp. • Gathering information from clients in order to provide them with insurance quotes up to date. • Selling the relevant quote to the client and assisting them in making an informed decision conclusion. • Liaising with Underwriting: make sure the client has been transferred to Underwriting to get the all details pertaining to last conversation with client. • ILD test – attending training and passing tests
Maintaining Relationships with Dealers • Quoting Clients • Sales Responsibilities and Duties • To contact and via WhatsApp. • Gathering information from clients in order to provide them with insurance quotes up to date. • Selling the relevant quote to the client and assisting them in making an informed decision conclusion. • Liaising with Underwriting: make sure the client has been transferred to Underwriting to get the all details pertaining to last conversation with client. • ILD test – attending training and passing tests
Maintaining Relationships with Dealers • Quoting Clients • Sales Responsibilities and Duties • To contact and via WhatsApp. • Gathering information from clients in order to provide them with insurance quotes up to date. • Selling the relevant quote to the client and assisting them in making an informed decision conclusion. • Liaising with Underwriting: make sure the client has been transferred to Underwriting to get the all details pertaining to last conversation with client. • ILD test – attending training and passing tests
Maintaining Relationships with Dealers • Quoting Clients • Sales Responsibilities and Duties • To contact and via WhatsApp. • Gathering information from clients in order to provide them with insurance quotes up to date. • Selling the relevant quote to the client and assisting them in making an informed decision conclusion. • Liaising with Underwriting: make sure the client has been transferred to Underwriting to get the all details pertaining to last conversation with client. • ILD test – attending training and passing tests
of insurance? As an Insurance Advisor , your mission is to guide clients through the insurance jungle
success As an independent Financial Brokerage, our client provides exceptional and unique services to professionals it has provided it's clients for over 30 years. Work with company book of clients to meet and review their advice and offerings. Prospect and obtain new clients in the market to add to it's already extensive manner, building rapport and confidence in the clients. Work with various FSP's and internal departments communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
WELCOME Responsibilities for Client Care Team Lead: Interact with clients and build relationships with value to existing client quotations by upselling products Oversee a team of client care consultants and exceptional client experience Mastermind creative ways to deliver an exceptional client experience Resolve Resolve complex client problems or disputes in a professional manner Matric Well Spoken Organisational