Life Insurance Broker Assistant

SUMMARY:
Our client in the insurance industry based in Gqeberha is seeking a dynamic Life Insurance Broker Assistant to join their team

POSITION INFO:
Duties Provide comprehensive client servicing and financial planning support, ensuring that clients receive accurate, efficient and professional assistance across their investment, insurance and retirement needs. Support the Financial Adviser\/Paraplanner with portfolio administration, client queries, financial planning processes and implementation of client instructions, while proactively identifying opportunities to improve client outcomes and maintaining strong, professional client relationships. Minimum Requirements: Grade 12-qualification Be Fully bilingual (English & Afrikaans) RE5 Examination (advantageous) Full relevant tertiary qualification, minimum 120 Credit NQF Level 5 (advantageous) FSCA Fit & Proper representative (advantageous) Class of Business: Health Service Benefits (advantageous) Class of Business: Long Term Insurance (advantageous) Class of Business: Pension Fund Benefits (advantageous) Class of Business: Investments (advantageous) Class of Business: Long- and Short-term Deposits (advantageous) A proven track record of Continuous Professional Development accrued in previous years Certificates recording Product Specific Training completed through various service providers Computer skills and knowledge (especially of Word, Excel, Outlook, Internet) Knowledge of operation of standard office equipment Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping Knowledge of principles and practices of basic office\/administrative management Group Corporate Schemes - Know the different types of products, limits and restrictions Tax implications and benefits - How tax will be applied in the event of retirements \/ death \/ disability; fringe benefits and when benefits will be tax deductible. Investments - Know and understand how to read market movements \/ fluctuations; income revisions and portfolio rebalances \/ switches).