Job Summary

• FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
• FSCA-Approved Qualification
• Regulatory Exam for Representatives (RE5)
• Experience As Per the FAIS Act
• Product Specific Training once Onboarded
• Class Of Business Training
• Continuous Professional Development
• Attest To Honesty, Integrity, and Good Standing

Job Description

• Customer Experience: To provide service excellence and achieve customer satisfaction |
• Call Resolution: Resolve incoming client queries by utilising all available tools and ensuring that calls that the relevant queries are escalated to the Client Services Manager: once all other avenues have been exhausted. |
• Quality Assurance of service and calls: Ensuring that all claims information relating to appointment of service is captured on the ASTI system and that the follow up with the service providers is completed so that that quality and productivity standards are met, in all actions with the customers. |
• Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards.

FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):

• FSCA-Approved Qualification
• Regulatory Exam for Representatives (RE5)
• Experience As Per the FAIS Act
• Product Specific Training once Onboarded
• Class Of Business Training
• Continuous Professional Development
• Attest To Honesty, Integrity, and Good Standing

Education

• Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)