Job title : Broker Consultant – George
Job Location : Western Cape, George
Deadline : November 03, 2024
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Qualification:
- Matric.
- A three year or higher bachelor’s degree or national diploma.
- A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.
Experience:
- At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role.
Knowledge:
- 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.
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 advisers relating to all aspects of intermediaries operations.
- To plan, organise and control liaisons with intermediaries, their managers.
- To ensure continuous improvement of service standards to clients.
- To ensure alignment to Treating Customers Fairly (TCF), in all business practices.
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
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