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  • Posted: Apr 2, 2024
    Deadline: Not specified
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  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    RAD Resources is a level 2 B-BBEE contributor and was established with the aim to provide our clients with the best staffing solutions. With a hands on approach from the Directors themselves, this makes RAD a unique and personalised service provider. We provide Recruitment services as well as professional CV typing.
    Read more about this company

     

    Financial Advisor Long Term Insurance/Life

    • Develop a robust personal network within the sales territory and represent the organization at industry events to identify sales opportunities.
    • Source referrals and recommendations from existing customers and contacts to enhance the organization's reputation.
    • Identify Personal Lines and Business Insurance opportunities.
    • Consult with customers to understand their needs, gather and analyze complex data, and develop specifications for customer requirements.
    • Conduct financial needs analysis, client portfolio analysis, and provide financial advice.
    • Identify products or services that meet customer needs and propose suitable configurations.
    • Conduct customer onboarding, explaining advanced features of products/services.
    • Manage personal objectives and take actions to ensure their achievement.
    • Develop and implement customer contact plans to build new relationships and manage existing ones.
    • Act as the first point of contact for customer queries and complaints, resolving issues promptly.
    • Manage key client relationships to maintain satisfaction, retention, and loyalty.
    • Ensure compliance with company-wide document management systems and operational procedures.
    • Stay updated on organizational policies, regulatory codes, and codes of conduct.
    • Participate in personal capability building activities such as training, coaching, and development planning.

    Method of Application

    Interested and qualified? Go to RAD Resources on webapp.placementpartner.com to apply

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