Insurance and Financial Specialist

1 day ago


East London, Eastern Cape, South Africa Old Mutual Full time
Role Description

This position requires an experienced professional to provide expert advice on insurance and financial services to clients.

Key Responsibilities:
  • Customer Relationship Development: Build strong relationships with customers to understand their needs and preferences.
  • Sales Data Management: Analyze sales data to identify trends and opportunities for growth.
  • Product Knowledge: Develop and maintain in-depth knowledge of insurance and financial products.
  • Communication: Effectively communicate with customers, colleagues, and stakeholders.
Requirements
  • Grade 12 (Matric)
  • Valid Driver's License and Own Car
  • FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
  • Clear Criminal and Credit Check
  • Minimum of 3 years working experience (preferably in sales)
  • Computer Literacy (MS Word, PowerPoint, and Outlook)
  • Excellent Communication Skills (written and verbal)
  • Presentation Skills an added advantage


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