Paraplanner

🗏Job Type

Full Time

Insurance
Our client in the Umhlanga area is recruiting for a Paraplanner, to be part of a growing sales team.
The Paraplanner is required to consult with customers telephonically – with a view to gather information, identify client needs, advise on products and facilitate acceptance of financial planning proposals.
In addition, the Paraplanner is responsible for managing the customer journey through the Customer Relationship Management System and subsequent workflows.
The successful candidate must have foundational knowledge and experience in the financial services industry.

Gathering customer information and establishing needs
Providing information on products and services
Assisting the customer to conclude a financial planning proposal
Ensuring customer satisfaction and regular communication throughout the customer journey
Ensuring that all telephone, email and other modes of communication are efficiently and effectively dealt with
Ensuring that the highest standard of quality is maintained throughout the customer experience
Accurately capturing customer information on relevant business systems
Updating customer records as and when required

Providing management with regular reporting and feedback
Matric
Minimum of 2 years experience in a long-term insurance call centre/paraplanning environment.
FAIS-accredited and completion of RE advantageous
A minimum of 2 years experience in a long term insurance call centre/paraplanning environment.
Rneg


Apply Here http://bit.ly/2PkrwGH

Job id : , #71138, 23 views,

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