Financial Advisor at KDO

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)