Financial Advisor-64862

at Unique Personnel
Location Ekurhuleni (East Rand), South Africa
Date Posted December 17, 2022
Category Finance
Job Type Full-time
Currency ZAR

Description

Unique Personnel boasts over 50 years (established in 1970) of personnel and staffing experience, so it's not surprising that even though our main focus has been providing on South African Staffing Solutions, we now recruit internationally for over 5000 clients

Duties & Responsibilities

New Business Development:

  • Marketing of insurance products to all clients in the designated key account through a holistic value proposition
  • Attend weekly sales meeting and any other meetings called by the Sales Director
  • Telephone and cross quote to all prospective clients on a daily basis
  • Financial Literacy education of clients
  • Cold calling of clients

 

Relationship Management:

  • Generate and maintain business relationship with Clients and lead providers alike
  • Provide ongoing service and support to your client base

 

Compliance and Portfolio Management:

  • Ensure that all information and documentation required for the issuing of policies is obtained from the client and to ensure that all policy documentation is completely and accurately filled out and uploaded on the system
  • Attend to maintaining the continuous and updated relationship with the client’s in your portfolio, including but not limited to the attendance on revisions of cover and/or renewals of policies
  • Ensure that all the relevant information required to accurately render quotations is obtained
  • Tracking and reporting of your key activities that lead to business conversion
  • Maintaining and tracking client relationships to ensure business retention
  • Administer basic policy and claims administration at source
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