Short Term Insurance Consultant: Client Service (FAIS)

Absa Group; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial institution in Johannesburg is looking for a Customer Service Representative to deliver dynamic customer service by resolving queries and upselling insurance products. The ideal candidate will possess a Further Education and Training Certificate and relevant experience as per the FAIS Act. This position offers an opportunity to be part of an evolving financial services team.

Qualifications

• Understanding FAIS Fit and Proper Requirements.
• Experience relevant per FAIS Act.
• Completion of regulatory exams and product training.

Responsibilities

• Answer incoming calls and resolve customer queries.
• Provide financial advice and handle retentions.
• Ensure customer satisfaction and quality assurance of service.

Skills

Customer service

Call resolution

Financial advice

Upselling

Education

Further Education and Training Certificate (FETC)

Job description

Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

To deliver dynamic customer service by answering incoming calls timeously, resolving customer queries and upselling other indirect Insurance products on offer. Offer financial advice to the customer and handle retentions.

Job Description

Customer satisfaction, call resolution, quality assurance of service and calls, and compliance.

• FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service)


• FSCA-Approved Qualification Regulatory Exam for Representatives (RE5)


• Experience As Per the FAIS Act


• Product Specific Training once Onboarded


• Class Of Business Training


• Continuous Professional Development


• Attest To Honesty, Integrity, and Good Standing

Education

Further Education and Training Certificate (FETC)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised