Minimum Requirements: Grade 12 MUST have a drivers license and own reliable vehicle Two years industry related experience and a sound knowledge of Insurance Experience on the X-Plan insurance package would be highly beneficial Word, Excel and Outlook is a must Discovery Life Insurance/Invest experience highly beneficial Must be able to work remotely from home when and if required Duties and Responsibilities and Performance Outcomes: Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that applications are completed correctly), servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to X-plan on a daily basis; Keeping records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation; Obtaining Client Authorities for preparing portfolios via Astute, act Finding, checking them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – upgrades and downgrades; Ensuring that new business is processed timeously and that any outstanding quotations are followed up on – pipe and new business must be followed up daily; Dealing with queries, difficult clients and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently and Fairly; Striving to assist your broker/s in achieving and exceeding sales targets; Contacting clients for beneficiary changes / Wills / arrear premiums / replacements / broker changes / lapses / cancellations and ensuring that we try to save this business; Liaise with broker consultants and Insurance Companies; Sending out communication and liaising with clients to keep them updated; Following up on leads and campaigns; Check the database for possible new business and ensure that details on system are up to date and correct; Contacting clients for counter-offer letters and declines; General administration and in-house servicing/new business; Must attend all training sessions and further, the candidate is required to complete and pass the FICA assessment; Assisting clients in going from blue to gold on Vitality; Checking all user groups are linked Directors, Shareholders, Trusts, Trustees, Employer/Employees etc; Changes to Buy and Sells and ensuring they are updated annually. Job Types: Full-time, Permanent
Pay: R15000,00 - R25000,00 per month
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