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- 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.
*Accounting / Financial Services jobs in south africa
*Financial Advisor Long Term Insurance/Life in Johannesburg
Financial Advisor Long Term Insurance/Life - Gauteng, Johannesburg, South Africa - RAD Resources
Description
RAD Resources's job vacancy, Career and Recruitment
Job title : Financial Advisor Long Term Insurance/Life jobs in Gauteng
Job Location : Gauteng, Johannesburg
Deadline : May 02, 2024
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