Paraplanner Fourways

7 months ago

Johannesburg, South Africa The Recruitment Council Full time

Qualifications and Experience
- Life Insurance.
- Retirement.
- Investments.
- Para-planning / Financial Needs Analysis / Estate Planning.
- New Business Administration.
- Preparation of quotes.
- Compliance.
- Wills and Trusts.
- Servicing of existing client base.
- Setting up of appointments.
- REs would be preferable.

Duties and responsibilities:

- Knowledge in one or all the aforementioned areas, as well as the ability to communicate with clients, write effectively, and manage & resolve customer queries.
- Self-starter personality and would be able to manage themselves.
- Be able to correspond with clients and do quotes.
- Servicing clients in terms of queries, keeping customers up to date and new business.
- Changing of beneficiaries and switch forms.
- Looking for new business opportunities from the current client base.

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