Commercial Financial Advisor - Face to Face Sales - RE5 and 120 FAIS Credits

Staff Concepts • Other • Louis Trichardt, Limpopo, South Africa • 19h ago

Job description: Salary R 30000-00 The Financial Advisor will be responsible to provide underwriting and sales assistance to the Broker The position will focus on personal and commercial lines business. Responsibilities: Gather Policy information Compile a summary of information Handle new application and quotations Handle and solve client enquiries (all existing business enquiries) Arrange appointments between Insure Adviser and Clients Manage Administrative Documentation (detailed records) Build and maintain good working relationships Maintain Service Level agreement deadlines Manage policy renewals Meet with clients Skills sets required: · Grade 12 · Computer literate (MS Outlook, Excel, and Word) · Successfully completed the RE 5 Examination (Representatives) · NQF Level 4 Short Term Insurance qualification or studying toward · A minimum of 2-3 years working experience within the Insurance industry · Good verbal and written communication skills · Good administration, organisation, and planning skills · Good multi-tasking and time management skills · Highly reliable, adaptable, and resilient · Problem solving · Attention to detail · Team player · Highly client-focused with good interpersonal skills

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