Transfers & Onboarding Consultant (Section 14

2 weeks ago


Johannesburg, Gauteng, South Africa Afrizan People Intelligence (Pty)Ltd Full time
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Roles and Responsibilities_

  • Contact Life Companies to chase & expedite transfers in progress
  • Understand specific transfer requirements for the various Life Companies
  • Expedite unit transfers with various competitor unit trust management companies
  • Create requirement checklists for investors / IFA's
  • Take full responsibility and own transfer process from cradle to grave
  • Prepopulate and prepare client packs of documentation and where necessary also assist the IFA/assistants in documentation preparation
  • Manage inbound calls from IFA's and their assistants
  • Always be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically and face to face at their offices.
  • Submit, track, and give feedback to sales consultants/RM (targets), IFA and assistants including formal weekly feedback (client level)
  • Manage flow of work in close conjunction with advisor liaison consultant/sales consultant/RM (instructions, queries, requests, rejections)
  • Manage exceptions
  • Log and resolve queries. Be able to give feedback on relevant queries as and when needed specifically to book Transfer/Group RA
  • Be approachable, available, and helpful as the point of escalation and clarity
  • Identify trends and raise with FNZ on a continuous basis
  • Maintain agreed upon turnaround times on all administrative tasks
  • Attend regular team meetings
  • Be able to build strong relationships with internal and external stakeholders
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QUALIFICATION_

  • A business / commercial degree with related industry experience
  • Minimum 5 years' experience of Linked Products, Local Unit Trusts and Offshore Funds is essential
  • Minimum 1 years' experience in dealing with Section 14, Living Annuity, voluntary products, and offshore transfers
  • Proficient in Microsoft Office Package
  • Excellent business writing skills
  • Strong knowledge of transfer processes and requirements
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Advert disclaimers:_

EE Disclaimer:

Kindly note that all positions will be filled in accordance with the Company's Employment Equity plan. We also encourage people with disabilities to apply.

POPIA Disclaimer:

Application Unsuccessful Disclaimer:

Job Type:
Contract

Contract length: 9 months

Salary:
R350, R420,000.00 per year

Education:

  • Bachelors (preferred)

Experience:

  • Section 14, Living Annuity and
Link Products: 1 year (required)

  • Linked Products, Local Unit Trusts and
Offshore Funds: 3 years (required)

Application Deadline: 2023/09/30

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