2 -Years of regulatory insurance would be beneficial.
Must have matric.
Must
Job Title: Short-Term Insurance and Wealth Advisor
Location: Oudtshoorn
commission per premium wrote for long term funeral products. Short term: 16,5% /2 of the premium = commission
services.
Your NQF 5 Full Short Term Qualification approved by FSCA, 5 Years experience
role, 8 Years experience in Short Term Insurance together with verbal and written communication
providing quality client service:
Your NQF 5 Full Short Term Qualification approved by FSCA, 5 Years experience
role, 8 Years experience in Short Term Insurance together with verbal and written communication
providing quality client service:
Responsibilities:
- Selling Insurance (car and household) telephonically
- Achievement
/>Matric
RE Certificate
30 FAIS credits (short-term insurance)
Remuneration Package:
/>Successful applicant will be responsible for selling insurance products (life cover, funeral cover, income protection
illness) to potential clients. Responsibilities:
Sales of insurance packages to potential
potential clients.
Achievement of sales targets and objectives.
Adherence to Quality and Compliance
Scope of work
Overview:
Our client, a well-established hedge fund manager, with a long history delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role high service levels and building positive client relationships. Responsibilities include client onboarding onboarding and effectively managing all client queries.
Responsib
listed Asset Management company and engage with clients face to face, via email or telephone providing processes. Trouble-shoot and problem solve and ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years experience in an Asset Management business; Financial Services experience specifically Asset Management, Retirement Offshore; Call Centre experience in Financial Services business; Excellent business writing skills; Afrikaans
Overview: We are a recruitment for a Client Service Specialist for a company in the asset and private great opportunity to take ownership of the client service function and play a vital role in the company's growth. Key Responsibilities: Client Relations: Be the primary contact for client inquiries. Build and maintain strong client relationships through proactive communication and exceptional service. Address client requests and adherence to Service Level Agreements. Regulatory Compliance: Ensure all client interactions comply