Formal Qualifications:

• Matric (Grade 12).
• A three year or higher Bachelor’s degree or National Diploma.
• A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.

Experience and Knowledge:

• At least 2 years’ experience in the Financial Services or Life Assurance industry in a sales and/or service-related role.
• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential

Computer Literacy:

• MS Office package, particularly Internet, Outlook, and Excel

Interpersonal and Intrapersonal Skills:

• Relating to customers
• Communicating in writing
• Communicating orally
• Quality orientated
• Reliable
• Customer focused
• Resilient
• Results-driven

Duties and Responsibilities

• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information
• Constant communication and feedback to Advisors relating to all aspects of intermediary operations
• Plan, organise and control liaisons with intermediaries, their managers
• Ensure continuous improvement of service standards to clients
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices