Relationship Consultant at Old Mutual South Africa

Job Description

Minimum Requirements:

• Namibian Citizenship;
• A minimum qualification of grade 12 with approximately 4 years' experience in the life insurance environment;
• A sound knowledge of Individual Life products and mainframe competence (Life) would be advantageous;
• Excellent client care orientation;
• Ability to listen and integrate information;
• Attention to detail;
• Computer literacy.

Job Description:

• Providing quality service and client care;
• Providing support to brokers and consultants;
• Handling all general queries;
• Administering client information;
• Executing routine administration procedures to ensure immediate operational excellence in response to requirements;
• Providing direct or indirect service to customers and intermediaries;
• Performing general office functions;
• Using standard administrative techniques to coordinate own work;
• Collaborating effectively with others to achieve personal results;
• Adhering to service and quality standards.
• Keep accurate records of all NB issued cases in a single report;
• Keep all records of completed FIA docs received and captured on the above report;
• Keep record of all outstanding/incomplete FIA docs on the report mentioned in the first bullet;
• Identify trends for example brokers who regularly fail to submit the FIA documentation;
• Submit updated report to Compliance and BD Manager;
• Regular audits from Compliance with regards to quality and progress.