Experience and Required Business Skills

Grade 12 / Matric

FAIS accreditation

120 insurance credits preferable

Minimum 4 years industry experience LONG term insurance)

Sound knowledge of long term insurance

RE 1 - RE 5 preferable

Experience on CRM systems would be highly beneficial

Proficient in Word, Excel and Outlook - advanced Excel

Excellent relationship building skills

Excellent telephonic skills

Eloquent and well spoken

Excellent administrative skills

Negotiation skills

Dynamic

Proactive

Own vehicle

Position Description

Capturing and taking minutes of meetings from Financial Advisors interaction with clients

Capturing, processing and following up on applications

Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business and / or client servicing

Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly

Ensuring that all Compliance documentation is loaded for the Internal Compliance

Officer as well that all FNAs are attached to system on a daily basis

Keeping records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation

Obtaining Client Authorities for preparing portfolios as well as uploading quotations prior to Financial Advisor/s meeting with the client

Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients

Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client

In house servicing Upgrades and downgrades

Ensuring that new business is processed timeously and that any outstanding quotations are followed up on Pipe and new business must be followed up daily

Dealing with queries, difficult clients and complex queries that may be received by the Advisor/s and the Financial Planning Practice

Striving to assist your broker/s in achieving and exceeding sales targets

Contacting clients for beneficiary changes / Wills / arrear premiums / replacements / broker changes/ lapses / cancellations

Liaise with broker consultants and Insurance Companies

Sending out communication and liaising with clients to keep them updated

Following up on leads and campaigns

Check the database for possible new business

Contacting clients for counter-offer letters and declines

Must attend all training sessions and ensure employee is ready for required FICA assessment

Checking all user groups are linked Directors, Shareholders, Trusts, Trustees, Employer/Employees etc

Changes to Buy & Sells & ensuring they are updated annually

Package: R12k to R14k p/m depending on experience and qualifications + commission + incentives, group life insurance, medical hospital cover.

Should you not have received a response to your application within two weeks of submitting your CV, please consider your application unsuccessful. Your CV will be kept on file for any further suitable positions.

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