New Business Assistant/Financial Advisor Assistant (Bellville)

1 month ago1538 views
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General Details
Advertised By:Agency
Company Name:FJJ Consultation Services
Job Type:Full-Time
Employment Equity:Non EE/AA

My client, a small and established Sanlam BlueStar Financial Advisory practice based in Bellville needs the services of a new business assistant to support the financial advisors who specialise in financial planning for professional clients and must therefore possess over strong administrative and interpersonal skills.

Core functions include:

  • Processing of new business applications
  • Drawing of quotations for life policies, RA's and investments
  • Obtain outstanding information such as bank details, medical information, etc
  • Arrange medical examinations for clients
  • Liaise with clients and underwriters
Job Requirements:
  • Minimum of 3 years' experience in a relevant financial services environment (especially long term insurance) and particularly new business (NUB) experience
  • Has preferably worked in a financial or insurance brokerage environment
  • The ability to work accurately and independently without direct supervision dealing with more than one issue simultaneously
  • A working knowledge of Sanport will strengthen the application
  • The ability to communicate with clients in English as well as Afrikaans
  • Grade 12 and proficient in MS Word and Excel
  • Salary negotiable based on relevant experience
  • Monthly performance bonus if monthly practice targets are met
  • Incentive bonus in December based on the performance of both the practice and the individual
  • 21 days annual leave/year
Working hours: Mondays to Fridays 8h00 till 16h00
Forward your CV (max 3 pages) to:
Should you not be invited for an interview within 10 days kindly accept that your application was not shortlisted for an interview

Id Subtitle 1094073664
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Frikkie Joubert
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