Life Insurance Broker Assistant

SUMMARY:
Our client in the insurance industry based in Gqeberha is seeking a dynamic Life Insurance Broker Assistant to join their team

POSITION INFO:
Duties

• Provide comprehensive client servicing and financial planning support, ensuring that clients receive accurate, efficient and professional assistance across their investment, insurance and retirement needs.
• Support the Financial Adviser/Paraplanner with portfolio administration, client queries, financial planning processes and implementation of client instructions, while proactively identifying opportunities to improve client outcomes and maintaining strong, professional client relationships.

• Grade 12-qualification
• Be Fully bilingual (English & Afrikaans)
• RE5 Examination (advantageous)
• Full relevant tertiary qualification, minimum 120 Credit NQF Level 5 (advantageous)
• FSCA Fit & Proper representative (advantageous)
• Class of Business: Health Service Benefits (advantageous)
• Class of Business: Long Term Insurance (advantageous)
• Class of Business: Pension Fund Benefits (advantageous)
• Class of Business: Investments (advantageous)
• Class of Business: Long- and Short-term Deposits (advantageous)
• A proven track record of Continuous Professional Development accrued in previous years
• Certificates recording Product Specific Training completed through various service providers
• Computer skills and knowledge (especially of Word, Excel, Outlook, Internet)
• Knowledge of operation of standard office equipment
• Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping
• Knowledge of principles and practices of basic office/administrative management
• Group Corporate Schemes – Know the different types of products, limits and restrictions
• Tax implications and benefits – How tax will be applied in the event of retirements / death / disability; fringe benefits and when benefits will be tax deductible.
• Investments - Know and understand how to read market movements / fluctuations; income revisions and portfolio rebalances / switches).