Business Segment: Insurance & Asset Management
To formulate an accurate assessment and understanding of Insurance Business and Commercial client's needs pertaining to the relevant products and sell the relevant products in accordance with the business needs.
Qualifications
Minimum Qualifications
Type of Qualification: Higher Certificate in Business Commerce
Field of Study: Relevant FAIS qualification
RE5 Certificate
Experience Required
Client Coverage
1-2 years Commercial Insurance Experience
Relevant FAIS qualification and experience.
Previous experience in sales contact centre environment with good understanding of bank processes, policies, and products (Short Term Commercial Insurance).
Broking experience or previous experience with relationship management would be an advantage.
Additional Information
- Generating Ideas
- Challenging Ideas
- Making Decisions
- Providing Insights
- Adopting Practical Approaches
- Articulating Information
- Following Procedures
- Producing Output
- Showing Composure
- Exploring Possibilities
- Application & Submission Verification (Business Banking)
- Banking Process & Procedures
- Processing
- Client Acceptance & Review
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