Senior Broker Assistant
3 weeks ago
**Experience and Required Business Skills**
Grade 12 / Matric
FAIS accreditation
120 insurance credits required
Minimum 4 years industry experience
Sound knowledge of insurance
RE 1 - RE 5 preferable
Experience on the X Plan CRM system would be highly beneficial
Proficient in Word, Excel and Outlook
Excellent relationship building skills
Excellent telephonic skills
Eloquent and well spoken
Excellent administrative skills
Negotiation skills
Dynamic
Proactive
Own vehicle
**Position Description**
Capturing and taking minutes of meetings from Financial Advisors interaction with clients
Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business and / or client servicing
Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly
Ensuring that all Compliance documentation is loaded for the Internal Compliance
Officer as well that all FNAs are attached to system on a daily basis
Keeping records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation
Obtaining Client Authorities for preparing portfolios as well as uploading quotations prior to Financial Advisor/s meeting with the client
Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients
Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client
In house servicing Upgrades and downgrades
Ensuring that new business is processed timeously and that any outstanding quotations are followed up on Pipe and new business must be followed up daily
Dealing with queries, difficult clients and complex queries that may be received by the Advisor/s and the Financial Planning Practice
Striving to assist your broker/s in achieving and exceeding sales targets
Contacting clients for beneficiary changes / Wills / arrear premiums / replacements / broker changes/ lapses / cancellations
Liaise with broker consultants and Insurance Companies
Sending out communication and liaising with clients to keep them updated
Following up on leads and campaigns
Check the database for possible new business
Contacting clients for counter-offer letters and declines
Must attend all training sessions and ensure employee is ready for required FICA assessment
Checking all user groups are linked Directors, Shareholders, Trusts, Trustees, Employer/Employees etc
Changes to Buy & Sells & ensuring they are updated annually
Package: R15k to R20 p/m depending on experience and qualifications + commission + incentives, group life insurance, medical hospital cover.
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