Jobsrican
Website Momentum
Job Description:
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
[the_ad id=”21943″]Job Responsibilities:
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Escalate client queries to the relevant department or stakeholder.
- Achieve set targets on production, quality and conversion.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Calculated and advise on tax and legal implications of products and or changes.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
- Accurately capture client information, relevant actions and sales on the systems.
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
Job Requirements:
- Compliance with FAIS Fit and Proper requirements
- Driver’s license and own transport (desirable)
Qualification & Experience:
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- 2 years’ experience in a sales and/or customer service role
- Finance or Business related tertiary qualification (desirable)
- Matric or equivalent NQF 4 qualification
Job Details:
Company: Momentum
Vacancy Type: Full Time
Job Location: Bloemfontein, Free State, South Africa
Application Deadline: N/A
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