Senior Broker Assistant

KMCK Talent Sourcing; Johannesburg; On-site; ZAR 240 000 - 360 000; Full time

Job summary

An established industry player is seeking a dynamic individual to manage broker administration and client interactions in the long-term insurance sector. This role involves ensuring compliance with financial legislation, capturing applications, and maintaining accurate records. The ideal candidate will have a solid background in long-term insurance, exceptional relationship-building skills, and proficiency in CRM systems and Microsoft Office tools. Join a collaborative environment where your proactive approach will support brokers in exceeding their sales targets and enhancing client satisfaction.

Qualifications

• Minimum 4 years industry experience in long term insurance.
• Proficient in advanced Excel and CRM systems.

Responsibilities

• Capture and process applications and ensure compliance documentation.
• Assist brokers in achieving and exceeding sales targets.

Skills

Long term insurance knowledge

Relationship building skills

Telephonic communication skills

Dynamic and proactive attitude

Excellent verbal communication

Education

Grade 12 / Matric

FAIS accreditation

120 insurance credits

Tools

CRM systems

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

To ensure that all broker administration, calls, cross selling and liaison with clients is up to date and in accordance with financial acts and legislation.

POSITION INFO :

Experience and Required Business Skills

1. Grade 12 / Matric
2. FAIS accreditation
3. 120 insurance credits preferable
4. Minimum 4 years industry experience (LONG term insurance)
5. Sound knowledge of long term insurance
6. Experience on CRM systems would be highly beneficial
7. Proficient in Word, Excel and Outlook - advanced Excel
8. Excellent relationship building skills
9. Excellent telephonic skills
10. Eloquent and well spoken
11. Dynamic
12. Proactive
13. Own vehicle

Position Description

1. Capturing and taking minutes of meetings from Financial Advisors interaction with clients
2. Capturing, processing and following up on applications
3. Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business and/or client servicing
4. Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly
5. Ensuring that all Compliance documentation is loaded for the Internal Compliance Officer as well that all FNA’s are attached to system on a daily basis
6. Keeping records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation
7. Obtaining Client Authorities for preparing portfolios as well as uploading quotations prior to Financial Advisor/s meeting with the client
8. Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients
9. Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client
10. In house servicing – Upgrades and downgrades
11. Ensuring that new business is processed timeously and that any outstanding quotations are followed up on – Pipe and new business must be followed up daily
12. Dealing with queries, difficult clients and complex queries that may be received by the Advisor/s and the Financial Planning Practice
13. Striving to assist your broker/s in achieving and exceeding sales targets