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KRIJKAMP DEN OUDE is een eigentijds accountants- en advieskantoor in Nijkerk en Soest. Als klant van ons ervaart u de deskundigheid van ons team: korte lijnen, pro-actief, innovatief en persoonlijk betrokken bij uw organisatie en uw persoonlijke omstandigheden. Om u optimaal te ondersteunen bestaan onze werkzaamheden uit een breed scala van activiteiten. ...
Job Description
Financial Advisor
PURPOSE OF THE JOB:
To provide customers with excellent service by understanding their needs, identify cross-sell solutions and develop enduring and rewarding relationships.
CRITERIA
Matric
RE (added Advantage)
Self-motivated and the ability to work without supervision
Ability to work under pressure
Strong interpersonal and communication skills
Ability to solve problems and decision making
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Sales:
To effectively sell The Hollard My Life and More product face to face
To use appropriate interpersonal styles and communication methods to gain acceptance of Hollard’s from prospects in the Public Sector(Teachers, Nurses, and Police)
To accurately identify insurance needs by asking effective questions and listening attentively
Match benefits accordingly and demonstrates how a product satisfies the needs
Gain commitment to recommended action around buying an insurance product
To handle objections and overcome them with ease
Develop sales strategies to compete with other individuals or companies who sell insurance
Explain features, advantages of policies and/ products to promote a sale
Perform administrative tasks, such as maintaining records of potential clients
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Customer Service:
Full and accurate assessment of all maintenance requests within scope, in terms of policy processes and procedures.
Maintaining clear and consistent communication with internal & external parties regarding maintenance of policies and requirements thereof.
Follow up on outstanding requirements with internal & external parties.
Maintaining professional verbal and written communication with customers (internal and external).
Ensure that the targets are met.
To resolve all incoming queries effectively and efficiently thus ensuring customer satisfaction.
Contact clients on incomplete new business and records daily stats.
Full knowledge, understanding, and ability to accurately, scan, index, and allocate mail on workflow within SLA time.
Qualifications
Matric
RE (added Advantage)
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