Short Term Insurance(FAIS) Consultant Client Service
4 days ago
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Job Summary
- To deliver dynamic customer service by answering incoming calls timeously, resolving customer queries and upselling other idirect Insurance products on offer. Offer financial advice to the customer and handle retentions.
Job Description
- Customer satisfaction, call resolution, quality assurance of service and calls, and compliance.
- FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
- FSCA-Approved Qualification Minimum 150 FAIS Credits short term insurance
- Regulatory Exam for Representatives (RE5)
- Experience As Per the FAIS Act
- Product Specific Training once Onboarded
- Class Of Business Training
- Continuous Professional Development
- Attest To Honesty, Integrity, and Good Standing
Education
- Further Education and Training Certificate (FETC)
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