Description:
Key Responsibilities:Identify and develop new business opportunities within the insurance sector. Build and maintain strong client relationships to drive sales growth. Provide tailored financial planning solutions to clients. Utilize Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages effectively. Manage client data and processes using Zoho Office and Atwork CRM System. Ensure accuracy in client documentation and compliance with industry standards. Demonstrate an in-depth understanding of insurance products and financial planning solutions. Key Requirements:
Proven experience in the insurance industry. Minimum 3 years experience. RE5 qualification (required). Wealth management experience Proficiency in using Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages. Strong knowledge of Zoho Office, Atwork, and Microsoft Office Suite. Class off Business exams done. NQF level 5 Wealth management or Financial Planning credits required. Looking to study further to become a CFP professional financial advisor. Bursary funding available. Detail-oriented with excellent organizational skills. Self-motivated, proactive, and capable of taking initiative. Ability to learn quickly and adapt to a fast-paced environment. Willingness to go the extra mile to ensure client satisfaction.
05 Mar 2025;
from:
gumtree.co.za