QUALIFICATIONS & EXPERIENCE

• Work experience in a similar customer facing role beneficial
• Previous Brokerage experience is an advantage.
• QFA qualified or working towards same
• Have a broad knowledge of Life products & Pensions
• Experience in administering group pensions a distinct advantage
• Understand documents required for regulatory purposes and how to structure same
• Can demonstrate an ability to work independently and use initiative.
• Provide excellent communication, telephone organisational skills with the ability to build relationships quickly.
• Be a good organiser with attention to detail and an ability to prioritise tasks and follow through on same

• Working with a team of sales advisors to provide sales support and administration to new customers.
• Processing and overseeing new business applications.
• Updating Policy and client information on internal CRM system.
• Engaging in continuous improvement of the company’s services and procedures and complying with regulatory requirements.
• Dealing with customer correspondence and queries on an ongoing basis.
• Ensure adherence to Regulatory Requirements throughout all duties.