JOB DESCRIPTION
Qualifications:
- Office administration qualification or Business related (Degree/NQF 7)
Experience:
- 1-2 Year experience in financial service (essential)
- Insurance industry experience (preferred)
- Experience within the MDS Sales environment will be an advantage.
Duties & Responsibilities
- Demonstrating an understanding of end-to-end processes for various product lines.
- Identify and address processes that do not support business efficiency and ease of operation.
- Have a good understanding of Compliance process adherence and impact of non-adherence.
- Have an ability to present quotes and relevant supporting documents professionally to uphold an 'advice-led' approach.
- Ensure the new business process is handled end-to-end with minimal need for revisions.
- Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon receipt.
- Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements.
- Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager.
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Consult systems to view progress - those documents pull through correctly.
- Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure ca
Salary
Competitive
Monthly based
Location
Tokologo Local Municipality, Free State, South Africa
Job Overview
Location
Tokologo Local Municipality, Free State, South Africa
