Health & Wealth Adviser (Brokerage)
Full-time
AtripleA recruitment & temps
Health & Wealth Advisor_Brokerage Sector: Medical/Insurance Location: Pretoria Salary: R 5000 (benefits: monthly fuel voucher, cell phone, laptop & commission) Purpose of job: To ensure team performance in line with set targets and compliance to membership processes for new business and the retention of existing members. To contribute towards the organizational growth by applying the most effective selling techniques of selling and retention functions within the Sales Team to ensure membership growth as per the desired member profile with special attention to process requirements. Role outputs: 1. Building and maintain good relationships with all stakeholders 2. Maintain excellent client service daily on:
• Personal & Telephonic interaction with product providers, administration staff & clients
• Concise e-mail communication to current client base, potential clients and administration staff
• Formal report interpretation and reporting to Manager
• Advising potential clients (face to face, telephonically and or electronically) on all products as per product base and per FAIS requirements
• Administration process of completing necessary documentation with potential clients
• Follow-up on outstanding information & documentation on all applications for all product suppliers
• Follow-up on all feedback received
• Assisting in all queries received
• All after sale service to clients
• Office duty as per office requirements
• Submitting documents for processing
• All product benefit confirmation
• Maintain records as per office/FAIS requirement o Walk-In Centre duties
• General Sales Duties Requirements:
• Sales tactics/principles
• FSB structure and FAIS Act
• Good industry knowledge
• Good understanding of the Financial Industry
• Good understanding of product provider underwriting policy
• Above average interpretation of product provider terminology
• Computer skills (MS Office, Excel & Outlook)
• Inter personal skills
• Grade 12
• RE 5
• Drivers Licence and own vehicle Send your CV and latest pay slip to *****@*****.co.za AtripleA Recruitment and Temps
• Personal & Telephonic interaction with product providers, administration staff & clients
• Concise e-mail communication to current client base, potential clients and administration staff
• Formal report interpretation and reporting to Manager
• Advising potential clients (face to face, telephonically and or electronically) on all products as per product base and per FAIS requirements
• Administration process of completing necessary documentation with potential clients
• Follow-up on outstanding information & documentation on all applications for all product suppliers
• Follow-up on all feedback received
• Assisting in all queries received
• All after sale service to clients
• Office duty as per office requirements
• Submitting documents for processing
• All product benefit confirmation
• Maintain records as per office/FAIS requirement o Walk-In Centre duties
• General Sales Duties Requirements:
• Sales tactics/principles
• FSB structure and FAIS Act
• Good industry knowledge
• Good understanding of the Financial Industry
• Good understanding of product provider underwriting policy
• Above average interpretation of product provider terminology
• Computer skills (MS Office, Excel & Outlook)
• Inter personal skills
• Grade 12
• RE 5
• Drivers Licence and own vehicle Send your CV and latest pay slip to *****@*****.co.za AtripleA Recruitment and Temps
Vacancy posted 14 hours ago
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