Service and Distribution Advisor at ASI Financial Services

About the job
INTRODUCTION

• At ASI Financial Services, we are looking to hire a talented SERVICE AND DISTRIBUTION ADVISOR to join our team. If you’re hard-working, dedicated and willing to roll up your sleeves in order to get a result, ASI Financial Services is a great place to grow your career.

QUALIFICATIONS AND EXPERIENCE

• Matric, FIAS Fit & Proper compliant (NQF Level 5, Regulatory Exams) and continuous learning is expected.
• Microsoft Office proficient and proficiency in English (second language proficiency preferable)
• Drivers licence and own car essential as travel is required
• 2years experience in customer service experience
• Excellent communication (verbal & written)
• Customer service excellence
• Willing to go the extra mile

KEY RESPONSIBILITIES AND ACCOUNTABILITY

CONSULTING AND DISTRIBUTION

• Demonstrate a good understanding of the medical scheme industry
• Conduct in-depth analysis of members’ financial needs and provide appropriate advice, record, save and provide member with a copy of the record of advice
• Ensure that members understand the benefits, exclusions, administration processes and procedures
• Medical scheme distribution
• Conduct onsite member assist sessions and training sessions

ADMINISTRATION AND QUERY MANAGEMENT

• Attend to the resolution of members and/or employer queries. You are required to escalate complex queries to your supervisor as soon as possible
• Save client communication on internal drive, keep record of attendance register for training sessions, on-site session, queries received and option change forms
• Request necessary data/information from schemes/funds to support projects
• Provide the Human Resource and Payroll team of each client in your portfolio with monthly dashboard report/stats of all activities and analysis relevant to you scope of responsibilities

PROFESSIONALISM

• Ensure clear, effective and professional communication to clients
• Always adhere to high standards of quality and professionalism (punctuality, formal dress code, professional written and verbal communication etc.)
• Comply with FAIS code of conduct
• Adhere to ASI’s ‘Style Guide’ protocol, ensure that all external communication is peer reviewed before sending
• Treat clients with dignity and respect
• Keep work station neat, orderly and tidy
• Work collaboratively and efficiently with other team members and provide support where required
• Live by the ASI core values