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  • Posted: May 28, 2021
    Deadline: Not specified
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  • ASI Financial Services ('ASI'?) is a Proudly South African, Independent, Financial services company, which is a Level 1 B-BBEE contributor. We are proud to be the largest and fastest growing, independent financial advisory firm on the continent - advising in over 20 African countries with over R13 billion in annual premium income, liabilities and ...
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    Service and Distribution Advisor

    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

    Method of Application

    Interested and qualified? Go to ASI Financial Services on www.linkedin.com to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

    View All Vacancies at ASI Financial Services Back To Home

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