Ad is valid till: 14 June 2019
ID 590935

Broker Support Assistant Assistant to Financial Advisor (MKT142)

Broker Support Assistant/Assistant to Financial Advisor (MKT142)

Randpark Ridge

R12000 – R15000 per month

Matric / Grade 12 / National Senior Certificate (Essential)

Financial Advanced Diplomas/National Degrees (Essential)

Financial Services or Certified Financial Planning Certificate. FAIS Key Individuals RE 1. (Preferred)

Certifications

Certified Planning Certificate (Essential)

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 Muller
Company name:
Email address:
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