Job Title Short Term Specialist Advisor
Division EFInsure
Date Reviewed 1 September 2020
Location Efficient Wealth Bellville
Employment Permanent
Purpose statement To grow the client base of the EFW advisor and lock the client in the value offering of EFW
Position in the organisation Reports to: Snr Advisor EFINSURE and General Manager Financial Planning Centre

Subordinates: Support team

Duties
Sales and client retention
• Consultation with prospective clients to obtain information to provide quotes
• Provide accurate quotations and advice
• Sign up clients with relevant product providers
• Guide and assist claims assistants and clients
• Annual reviews and changes on policies
• Personal and commercial lines
• Adhere to compliance rules
• Full utilization of different systems

People
• Guidance and assistance with escalated requests
• Teamwork

Processes
o Utilising of internal processes and systems
o Logging of all interactions with clients
o Notifying of referral advisors at all times of progress
o Product Provider interactions
o Utilising product provider applications for quotations
o Ensuring correct information change between all parties
o Handling and resolving escalated requests
o Compliance
o Ensure correct process is followed and adhered to
o Attend all product specific training where needed and keeping CPD points up to date
o Administration
o Ensure accurate record keeping on system
o Timeously resolution of escalated queries
o Ensuring that all paperwork is obtained from clients to enable administrative personnel to do their work
o General
o Understand all support team functions to be able to assist on all levels
Job Evaluation Criteria Formal Education
Matric
B
achelor of Commerce or related degree
Excellent knowledge of English and Afrikaans (speak, write, understand)
RE 5 and CPD points up to date

Experience:
2 years relevant consultation experience in both Personal and Commercial lines business
2 years’ experience as an Advisor

Critical Competencies Knowledge
- Product Knowledge: Santam, OMI, Hollard etc
- Systems knowledge – Quotation application of product providers
- Technical Knowledge – Commercial and Legal (Compliance)
- Technological: MS Office, Zoom and other electronic platform tools of engagement
- Bilingual (fluent in English and Afrikaans – speaking, writing, and understanding)
- Professional service delivery Skills
- Planning and execution
- Deadline driven
- Process Driven
- Ability to apply facts to the rules and regulations
- Risk assessment capabilities
- Attention to detail
- Methodical
- Highly organized
- Dependable
- Written and verbal communication skills
- Management and delegation skills
- Early adaptor to new technology

Only short-listed candidates will be contacted.