Sat, 20 July, 2019
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Paraplanner (MKT174)
Posted date [2019-Apr-25]  (ID: 2896)
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Paraplanner (MKT174) in Randpark Ridge

R12000 – R15000 per month

Benefits will commence after successfully completion of a 3-month probation period

Benefits include pension and provident fund, medical aid and cellphone allowance

Educational requirements:

  • Grade 12
  • B Com finance or business related fields (Qualification must be completed)
  • 1-2 years’ experience within an insurance related/broker support role

OR

  • 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/paraplanner role

Duties include but are not limited to:

  • Preparing financial analysis for clients and risk management needs analysis
  • Continuously monitor client financial situations with detail and accuracy
  • Regular changing in priorities and diary management
  • Appointment scheduling
  • Diary management
  • Creating comparative insurance quotes
  • Compiling service quotes for life and investment products
  • 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
  • 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

Our client a leading insurance brokerage specialising in life, healthcare and short term insurance is currently recruiting for a dynamic Paraplanner with superior communication, customer service and strong organisational skills to join their team. An outgoing sales personality is required for this role as you will be dealing with customers telephonically and face to face.

The post is available to candidates who are looking for grow a career within the financial services industry.

HOW TO APPLY: Please Register and then APPLY ONLINE
    
Job Title Paraplanner (MKT174)
Nationality South African
Employment Equity Open to all Candidates
Town/City Randburg
Location Gauteng
Country South Africa
Job Type Permanent
Industry Insurance
Salary R15000 per month
Languages Spoken
Job Ref No
Start Date As soon as possible
Closing Date
Telephone 0114313542
    
HOW TO APPLY: Please Register and then APPLY ONLINE