Minimum Requirements
Formal Qualifications:
Matric (Grade 12).
A three year or higher Bachelor’s degree or National Diploma.
A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.
Experience and Knowledge:
At least 2 years’ experience in the Financial Services or Life Assurance industry in a sales and/or service-related role.
Intermediate knowledge of the Life Assurance or Financial Services Industry.
Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential
Computer Literacy:
MS Office package, particularly Internet, Outlook, and Excel
Interpersonal and Intrapersonal Skills:
Relating to customers
Communicating in writing
Communicating orally
Quality orientated
Reliable
Customer focused
Resilient
Results-driven
Duties and Responsibilities
To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information
Constant communication and feedback to Advisors relating to all aspects of intermediary operations
Plan, organise and control liaisons with intermediaries, their managers
Ensure continuous improvement of service standards to clients
Ensure alignment to Treating Customers Fairly (TCF), in all business practices
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