Job Description

• Reports To: Business Manager, High Net Worth
• Renumeration: Per approved remuneration structure. Further details of this as well as other terms of employment will be discussed at the interview

JOB PURPOSE:

• Sale and Advisory services
• Handling of all customer requests
• Relationship management
• Prospecting
• Feedback management.
• Reporting and Data Management

JOB DESCRIPTION:

• Proactively identify, contact and sell life policies to target market.
• Maintain a consistent high level of service delivery whilst identifying new business opportunities.
• Serve as personal insurance advisers and or consultants to their clientele in the value creation process.
• Manage all customer related issues ranging from online services to policy administration issues, payment of premiums, advice on new products and loyalty related benefits or services.
• Conduct periodic visits to the client and establish strong relationship.
• Develop and maintain a client referral database on potential clients.
• Keep records of all business generated
• Manage client exits whilst ensuring utmost customer satisfaction

Required Skills or Experience

• A minimum of a 1st degree in any discipline from a recognized local or international university
• At least 3 years working experience in sales or client services environment
• Have excellent IT skills
• Excellent oral and written communication skills
• Focused and structured in approach, effectively managing multiple tasks to meet deadlines.
• Creative, confident and professional person with high levels of drive and integrity