In internal sales and distribution team in Banking and Insurance, is looking for full time Servicing Consultants to provide new business, servicing and marketing support on all product lines to independent financial advisers.

Key Outputs • Taking telephonic queries from Discovery Direct financial advisers from investigation through to resolution and feedback
• Drafting new business and servicing quotations upon request from financial advisers
• Capturing of Life and Invest new business applications
• Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries/correspondence and reporting on it on a frequent basis
• Working on various Discovery Systems (Smart Advice, Smart Track, Paradigm, Front Line, and SAM)
• Review, follow-up and track new business cases
• Liaise with operation support areas on servicing and processing issues
Personal Attributes and Skills • You pride yourself on providing efficient and effective service to financial advisers with consistency and reliability
• You are resourceful enough to build relationships with financial advisers though telephonic interactions and written communication
• You are alert to business opportunities that present themselves and are able to capitalize on them to increase production
• You enjoy enhancing your existing competencies as well as developing new knowledge and skills

Qualifications:
• Metric or Equivalent
• Regulatory Exams (RE) – Advantageous

Experience:
• Knowledge of MS Office Suite
• Beneficial:
• Understanding of Financial Planning
• Knowledge of insurance (short-term, health, risk and investment industry)
• Customer service experience – Essential