1. PROVIDE ADVICE TO CLIENTS

• Verify the positive identification of the client
• Provide correct and accurate advice to clients on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy; (TCF)
• Make notes on the system
• Provide assistance on demutualization enquiries

4. FIT AND PROPER REQUIREMENTS

Adhere and comply to FSB board notice in terms of FAIS

FORMAL EDUCATION:

• Matric

EXPERIENCE:

• 2 Years’ Experience in the Insurance Industry;
• 1 Year Client Services
• Category A, B1, B2, C and Retail Benefits (Advantage)