Recruitment Agency




Paraplanner (MKT174)

Posted by Kontak Recruitment on Tuesday, April 23, 2019 Under: Banking

Paraplanner (MKT174)
Randpark Ridge
R12000 – R15000 per month

Educational requirements:
Grade 12
B Com finance or business related fields (Qualification must be completed)
1-2 years’ experience within an insurance related/broker support role
Matric / Grade 12 / National Senior Certificate (Essential)
Financial Advanced Diplomas/National Degrees (Essential)
Financial Services or Certified Financial Planning Certificate. FAIS Key Individuals RE 1. (Preferred)
Certified Planning Certificate (Essential)
1-2 years’ experience within an insurance related/paraplanner role

Duties include but are not limited to:
Preparing financial analysis for clients and risk management needs analysis
Continuously monitor client financial situations with detail and accuracy
Regular changing in priorities and diary management
Appointment scheduling
Diary management
Creating comparative insurance quotes
Compiling service quotes for life and investment products
Adhere to the company’s work process flow timeously
Adapt to changes or improvements implemented by management
Answering of telephones, taking and relaying messages
Making of appointments and schedule meetings
Maintain calendar and client database
Gather information from clients and reinsurers for renewal negotiations
Keep accurate and up to date records
Maintain files and filing
Accurately record written and verbal correspondence with clients and reinsurers
Assist clients and reinsurers with queries
Assist with presentations and reports
Handle and finalise renewals with management supervision
Preparation of placing slips, cover notes and wordings
Assist with research on new clients
Assist with research on new products
Develop and maintain ongoing relationships with clients and reinsurers
Continually seek opportunities in order to secure new business
Marketing and networking with new, existing and potential clients

Our client a leading insurance brokerage specialising in life, healthcare and short term insurance is currently recruiting for a dynamic Paraplanner with superior communication, customer service and strong organisational skills to join their team. An outgoing sales personality is required for this role as you will be dealing with customers telephonically and face to face.

To apply online:
To email Application: [email protected] and quote MKT174 in the subject line

In : Banking 

Tags: paraplanner  financial advisor  broker support 
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