Ad is valid till: 14 June 2019
ID 590934

Broker Support Assistant Assistant to Financial Advisor Broker Trainee (MKT142)

Broker Support Assistant/Assistant to Financial Advisor/Broker Trainee (MKT142)

Randpark Ridge

R12000 – R15000 per month

 

Benefits will commence after successfully completion of a 3-month probation period

Benefits include pension and provident fund, medical aid and cellphone allowance

Our client a leading insurance brokerage specialising in life, healthcare and short term insurance is currently recruiting for a dynamic Broker Support Consultant/Broker Trainee with superior communication, customer service and strong organisational skills to join their team. An outgoing sales personality is required for this role as you will be dealing with customers telephonically and face to face. This role is sales and business development focused.

Candidates must be available to start immediately/Short notice and preferably reside within a close proximity to the area.

The post is available to candidates who are looking for grow a career within the financial services industry and be trained into a Broker role.

Educational requirements:

Grade 12

B Com finance or business related fields (Qualification must be completed)

1-2 years’ experience within an insurance related/broker support role

 

Duties include but are not limited to:

Adhere to the company’s work process flow timeously

Adapt to changes or improvements implemented by management

Answering of telephones, taking and relaying messages

Making of appointments and schedule meetings

Cold calling and lead generation

Maintain calendar and client database

Gather information from clients and reinsurers for renewal negotiations

Keep accurate and up to date records

Maintain files and filing

Accurately record written and verbal correspondence with clients and reinsurers

Assist clients and reinsurers with queries

Assist with presentations and reports

Handle and finalise renewals with management supervision

Preparation of placing slips, cover notes and wordings

Assist with research on new clients

Assist with research on new products

Develop and maintain ongoing relationships with clients and reinsurers

Continually seek opportunities in order to secure new business

Marketing and networking with new, existing and potential clients

Occupation:
Insurance administrator
Finance jobs
More details
Salary:
15000 R
Contract type:
Full-time
Job location, contacts
Location:
Johannesburg
Gauteng
Name:
Mel
Company name:
Email address:
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