Job Summary Responsibilities: Interact, manage and provide effective client service Prepare and finalise commission statements Implement new business Prepare risk and investment quotes Prepare client files Process client queries and instructions Administer all products Coordinate prospect projects Research product information Maintain the CRM system Minimum requirements: Grade 12 / NQF4 qualification 2 3 years relevant work experience in Short term and Life/Investment within the financial services industry Proficient in both spoken and written English and at least one other of the official South African languages Computer literacy (MS Office) Recommended requirements: RE5 Competencies required: Resilient Teamwork Organising and planning Client service orientation Attention to detail
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