• Managing all aspects of a Personal portfolio
• Managing all aspects of existing client portfolio's, ensuring that all insurance requirements are identified ahead of time and met timeously
• Growing volume of business with existing client base
• Learning and understanding a wide variety of personal insurance products
• Keeping up to date with current legislation and industry trends
• Proficient in administration
• Communicating with clients and insurance companies
• Experience with Short Term Insurance products

Key performance areas:

• Client assessment and issue of policies
• Policy maintenance
• Client Service
• Retentions

Qualifications and experience:

• Matric
• FAIS Compliant (120 - 150 FAIS Credits)
• Regulatory Exam (RE5) - must be completed
• NQF level 4 or NQF level 5 in Wealth Management | Insurance