Paarl: Life Insurance Administrator

Requirements: Grade 12 Minimum of 4-6 years` experience in the Life Insurance industry. Knowledge and understanding of Life Insurance products and services. Must be able to fit in a high-pressure environment Good understanding of MS Excel, Word and Outlook

Duties and Responsibilities: Assist in identifying and targeting potential clientsFollow up on leads and facilitate initial client meetingsAssist in the preparation, processing, and administration of new policy applicationsMaintain up-to-date records of cl

Minimum Requirements: Minimum of 2 to 3 years experience in the full process of Life Insurance Administration Minimum Grade 12 Qualification Additional relevant qualifications preferred | RE5 | Service Provider Training Proficiency in Afrikaans and English

Must have completed qualification in either Financial Planning/ Wealth Planning / Management with relevant industry certificates RE1/ RE5. Proven track record of building and maintaining relationships with Financial Advisors and Brokers - with experience p

Must have completed qualification in either Financial Planning/ Wealth Planning / Management with relevant industry certificates RE1/ RE5. Proven track record of building and maintaining relationships with Financial Advisors and Brokers - with experience p

Must have completed qualification in either Financial Planning/ Wealth Planning / Management with relevant industry certificates RE1/ RE5. Proven track record of building and maintaining relationships with Financial Advisors and Brokers - with experience p

Must have completed qualification in either Financial Planning/ Wealth Planning / Management with relevant industry certificates RE1/ RE5. Proven track record of building and maintaining relationships with Financial Advisors and Brokers - with experience p

Must have completed qualification in either Financial Planning/ Wealth Planning / Management with relevant industry certificates RE1/ RE5. Proven track record of building and maintaining relationships with Financial Advisors and Brokers - with experience p

Must have completed qualification in either Financial Planning/ Wealth Planning / Management with relevant industry certificates RE1/ RE5. Proven track record of building and maintaining relationships with Financial Advisors and Brokers - with experience p

Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio

Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio

Drive analytics transformation across African markets by leading initiatives, enhancing data maturity, and creating actionable insights and reports. Collaborate with in-country teams, support analytics infrastructure, and innovate to operationalize solutio

Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning.Client Portfolio Management: Analyze and manage client portfolios,