Health&Wealth Adviser (Brokerage), Pretoria

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

Building and maintain good relationships with all stakeholders

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

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 policyAbove 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

AtripleA Recruitment and Temps



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