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Johannesburg: Account Executive posted by The Skills Mine

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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