Fiduciary Consultant

Recruiter:

DK Consulting

Job Ref:

DS/LB

Date posted:

Thursday, October 7, 2021

Location:

Johannesburg, South Africa

Salary:

R20K per month guaranteed for 6 months, thereafter commission

SUMMARY:
Join top Life Insurance company and market Wills & Estates product to clients

POSITION INFO:

Maintaining a 70% sales conversion ratio of the Product
Gathering accurate information for the drafting of the Wills
Issuing of quotations
Ensuring all compliance is complied with
Liaising with internal departments on processing issues
Follow-up and tracking of business submitted
Developing and maintaining relationships with Financial Advisers
Communicating effectively with the Financial Adviser and Identify opportunities
Building relationships with internal departments to ensure superior service is offered to clients
Participating in proactive sales and marketing initiatives

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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