- Randburg
- Salary: R10 000.00 - R12 000.00 Per Month
- Job Type: Permanent
- Sectors: Call Centre Insurance Medical
- Reference: copy-CDA-VBC-05
Vacancy Details
Employer: M&M Staffing Solutions
- Develop and maintain relationships between financial advisors and the business.
- Maintain weekly contact with all advisors via telephone calls, WhatsApp messages, or emails.
- Support new business applications and retention initiatives by preparing quotes and providing relevant information.
- Responsible for turnaround times of advisor queries or complaints with the business’s internal departments.
- Assist new brokers with onboarding processes and facilitate training on products and services.
- Demonstrating a solid understanding of the company's products or services.
- Responsible for marketing the insurer’s select product range to advisors.
- Ensure that advisors are updated on all new products or product enhancements.
- Technical training on products and services.
- Understand advisors’ requirements and success metrics and report on results.
- Ensure adherence to business and statutory requirements.
- Ensure alignment to Treating Customers Fairly (TCF).
Required Skills
- Account Management: 3 to 4 years
- Customer Service: 2 to 3 years
- Problem Solving: 2 to 3 years
- Risk Management: 3 to 4 years
- Underwriting Broker: 3 to 4 years
Candidate Requirements
- Matric (Grade 12)
- At least 5 years of experience in the Financial Services or Life Assurance industry in a sales and/or service-related role.
- Proficient in English (Afrikaans would be advantageous)
- RE1/5 would be advantageous.
- A Marketing/ Management Diploma will be an advantage.
SKILLS
- Excellent verbal and written communication skills.
- Organisation and time-management skills.
- Detail orientated.
- Customer service approach to all interactions
- Reliable and Resilient
- Results-driven
- Problem-Solving Skills
- Computer literacy - MS Office package, particularly Outlook, and Excel
14 people have applied for this job. 160 people have viewed this job.
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