Job Title: Short Term Specialist Advisor
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

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
NQF 5 or relevant qualification
RE 5 and CPD points up to date
Class of Business (COB) would be advantageous
Excellent knowledge of English and Afrikaans (speak, write, understand)

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