Financial Planner / Advisor

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