Description:
We are looking for an experienced Financial Planner / Advisor to work as a Senior Client Service Consultant to join a long term insurance company with a big footprint in South Africa towards Pretoria
Responsible for offering clients accurate information regarding products and premiums
TCF
Data capturing
Policy retention
Attend to policy changes
Overcome objections from difficult clients
Underwriting
Attend to broker queries
Reinstatements
Must have:
Matric
RE 5
FAIS credits
DOFA
Must be within client service role for at least 1 year
Must have worked in long term industry for no less than 2 years'
Excellent English communication
Deadline driven
Admin driven
Great client relationship building and retention skills
Great persuasion skills