Financial Advisor-64891
| Location | Nelson Mandela Metropole (Port Elizabeth, South Africa |
| Date Posted | June 6, 2022 |
| Category |
Finance
|
| Job Type |
Full-time
|
| Currency | ZAR |
Description
Duties & Responsibilities
Job Description:
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
Inherent Requirements:
Must have earned a minimum of R300 000 in production commission in the last 12 months and must be able to provide commission statements to corroborate that
A minimum of one years experience as a financial advisor
Own reliable vehicle and valid driver’s license
RE and FAIS will be an advantage
Matric / Grade 12
We will be made exceptionally happy if...
You have proven success in the long term insurance industry
You have your full insurance qualification (RE and Fais credits)