myRecruit

Consultant Permanent

4508957 Sales 06 Sep 2019
myRecruit Port Elizabeth
Market related
Detail Information
Job Summary
Position for Consultant
Job Description
Quotations requested from panel of insurers
Notes updated on System & New business register
Follow up on quotation if out of SLA
Ensure rates & quotations are competitive or negotiate lower rates.
Quotations loaded on System.
Check quote comparison proposals, recommendations on cover made.
Presenting quotations to clients in person
Maintaining contact with clients, follow up for feedback on quotes/information outstanding
Complete all Compliance documentation with client & ensure FICA requirements are met
Record of Advice completed.
Oversee tasks given to Para-planner & Sales assistant – ensure accuracy of tasks
Identify cross-selling opportunities not yet identified
Ensure targets are met

Desired Experience & Qualification
Matric / Grade 12 qualification.
Fully Bilingual (English & Afrikaans)
RE5 Examination for representatives
Full qualification recognized by FSCA for Fit & Proper Status.
CFP Examination advantageous
Class of Business Certificates in Personal & Commercial Lines (if DOFA date falls after 1 April 2017)
Driver’s License non negotiable.
Clean Record with FSCA (i.e. no previous debarments)
Flexible to travel & work after hours, attending to Client events and / or networking opportunities
Knowledge of principles and practices of basic office/administrative management.
Proficiency in MS Office suite including Excel etc. ***email***
Key Skills / Requirements
Please refer to description