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Broker Support Assistant/Assistant to Financial Advisor (MKT142)

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Broker Support Assistant/Assistant to Financial Advisor (MKT142)
Randpark Ridge
R12000 – R15000 per month

Matric / Grade 12 / National Senior Certificate (Essential)
Financial Advanced Diplomas/National Degrees (Essential)
Financial Services or Certified Financial Planning Certificate. FAIS Key Individuals RE 1. (Preferred)
Certifications
Certified Planning Certificate (Essential)
1-2 years’ experience within an insurance related/broker support role

Duties include but are not limited to:
Adhere to the company’s work process flow timeously
Adapt to changes or improvements implemented by management
Answering of telephones, taking and relaying messages
Making of appointments and schedule meetings
Cold calling and lead generation
Maintain calendar and client database
Gather information from clients and reinsurers for renewal negotiations
Keep accurate and up to date records
Maintain files and filing
Accurately record written and verbal correspondence with clients and reinsurers
Assist clients and reinsurers with queries
Assist with presentations and reports

Handle and finalise renewals with management supervision
Preparation of placing slips, cover notes and wordings
Assist with research on new clients
Assist with research on new products
Develop and maintain ongoing relationships with clients and reinsurers
Continually seek opportunities in order to secure new business
Marketing and networking with new, existing and potential clients

Job Requirements: 

Broker Support Assistant/Assistant to Financial Advisor (MKT142)
Randpark Ridge
R12000 – R15000 per month

Matric / Grade 12 / National Senior Certificate (Essential)
Financial Advanced Diplomas/National Degrees (Essential)
Financial Services or Certified Financial Planning Certificate. FAIS Key Individuals RE 1. (Preferred)
Certifications
Certified Planning Certificate (Essential)
1-2 years’ experience within an insurance related/broker support role

Duties include but are not limited to:
Adhere to the company’s work process flow timeously
Adapt to changes or improvements implemented by management
Answering of telephones, taking and relaying messages
Making of appointments and schedule meetings
Cold calling and lead generation
Maintain calendar and client database
Gather information from clients and reinsurers for renewal negotiations
Keep accurate and up to date records
Maintain files and filing
Accurately record written and verbal correspondence with clients and reinsurers
Assist clients and reinsurers with queries
Assist with presentations and reports

Handle and finalise renewals with management supervision
Preparation of placing slips, cover notes and wordings
Assist with research on new clients
Assist with research on new products
Develop and maintain ongoing relationships with clients and reinsurers
Continually seek opportunities in order to secure new business
Marketing and networking with new, existing and potential clients

Job Type: 

Permanent

Company Name: 

Kontak Recruitment

Company Location: 

Click here to apply

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