🎯
Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.
Job Description
- Managing all aspects of a Personal portfolio
- Managing all aspects of existing client portfolio's, ensuring that all insurance requirements are identified ahead of time and met timeously
- Growing volume of business with existing client base
- Learning and understanding a wide variety of personal insurance products
- Keeping up to date with current legislation and industry trends
- Proficient in administration
- Communicating with clients and insurance companies
- Experience with Short Term Insurance products
Key performance areas:
- Client assessment and issue of policies
- Policy maintenance
- Client Service
- Retentions
Qualifications and experience:
- Matric
- FAIS Compliant (120 - 150 FAIS Credits)
- Regulatory Exam (RE5) - must be completed
- NQF level 4 or NQF level 5 in Wealth Management | Insurance