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Transfers & Onboarding Consultant (Section 14
2 weeks ago
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
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
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
- Linked Products, Local Unit Trusts and
Application Deadline: 2023/09/30
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