Johannesburg: Broker Assistant/Para-Planner

Date	2024-06-05
Job Title	Broker Assistant/Para-Planner
Employer	More Information
Salary	Basic+
Category	Accounting Finance
Location	Gauteng / Johannesburg

Job Summary

Broker Assistant/Para-Planner Position available: Permanent position based in Fourways Garden. What we are seeking: Experience in the following: Life Insurance Retirement Sect 14s Investments (both local and offshore) Para-planning /Financial Needs Analysis/Estate Planning New Business Administration Preparation of quotes Compliance Wills and Trusts Servicing of existing client base Setting up of appointments Duties and responsibilities: Knowledge in one or all the aforementioned areas, as well as the ability to communicate with clients, write effectively, and manage & resolve customer queries. Self-starter personality and would be able to manage themselves Be able to correspond with clients and do quotes Servicing of clients in terms of queries, keeping customers up to date and new business Changing of beneficiaries and switch forms REs Looking for new business opportunities from current client base Applicant to reside in Fourways or surrounding areas with own transport. Must be well spoken and presentable with excellent communication skills. Be able to think out the box and work without supervision.

Broker Assistant/Para-Planner position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2024-06-05 in the Accounting Finance category

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