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Financial Advisor Long Term Insurance/Life needed at RAD Resources

Gauteng, Johannesburg Full Time Accounting / Financial Services

Job title : Financial Advisor Long Term Insurance/Life

Job Location : Gauteng, Johannesburg

Deadline : May 02, 2024

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  • Develop a robust personal network within the sales territory and represent the organization at industry events to identify sales opportunities.
  • Source referrals and recommendations from existing customers and contacts to enhance the organization’s reputation.
  • Identify Personal Lines and Business Insurance opportunities.
  • Consult with customers to understand their needs, gather and analyze complex data, and develop specifications for customer requirements.
  • Conduct financial needs analysis, client portfolio analysis, and provide financial advice.
  • Identify products or services that meet customer needs and propose suitable configurations.
  • Conduct customer onboarding, explaining advanced features of products/services.
  • Manage personal objectives and take actions to ensure their achievement.
  • Develop and implement customer contact plans to build new relationships and manage existing ones.
  • Act as the first point of contact for customer queries and complaints, resolving issues promptly.
  • Manage key client relationships to maintain satisfaction, retention, and loyalty.
  • Ensure compliance with company-wide document management systems and operational procedures.
  • Stay updated on organizational policies, regulatory codes, and codes of conduct.
  • Participate in personal capability building activities such as training, coaching, and development planning.

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

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