Account Executive
Posted on 2025-04-09
Employer | The Skills Mine |
---|---|
Salary | 0 |
Category | Finance Accounting |
Location | Gauteng / Johannesburg |
Job Summary
Requirements:
- Up to 5 years of relevant experience, with a preference for candidates who have some technical broking experience
- RE5
- 120 Credits in Relevant Financial Advisory and Intermediary Services (FAIS) (preferred)
Responsibilities:
- Responsible for Book of business which includes growth (organic, new business, upselling, cross selling), maintenance and retention
- Regular client interactions and documented outcomes/discussion
- Provide good advice to clients and explain policies in order to protect their assets and protect them against financial loss
- Meeting FAIS requirements in terms of documentation and client record of advice
- Maintain good intra-branch/department communication and co-operation
- Client Management
- Up to date knowledge of changes in the insurance industry (class of business training, CPD training, product specific training)
- Compliance knowledge, champion and ensure adherence to all FAIS requirements
- Advocate Treating Customers Fairly principles: internal clients and external third parties (potential new clients)
- Manage clients effectively to avoid exposing the business to risk and incurring Professional Indemnity claims
- Manage clients complaints and escalate if necessary
Account Executive position available in Gauteng, Johannesburg. This job position was posted by The Skills Mine. The job has been posted as a premium ad on 2025-04-09 at 13:00:57 in the Finance Accounting category
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