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We are looking for an experienced Client service administrator / Financial advisor to join our Life Insurance client towards Pretoria
Offer clients advice on premiums, policies, loans, payments
Attend to policy cancelations
Update client policy details on the system
Liaise with back office on client documentation
Persuade client to keep policy by offering different solutions
RE 5 certificate
Must have: Class of business: long term insurance and investments
Must have: CPD: long term insurance and investments
Wealth management certificate - 120 FAIS credits - an advantage
At least 2 years' working experience in a Life insurance industry, 1 year client service experience
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