Account Executive

Recruiter:

The Skills Mine

Job Ref:

3148134544

Date posted:

Tuesday, April 8, 2025

Location:

Johannesburg, South Africa

SUMMARY:
-

POSITION INFO:

Requirements:

Up to 5 years of relevant experience, with a preference for candidates who have some technical broking experience
RE5
120 Credits in Relevant Financial Advisory and Intermediary Services (FAIS) (preferred)

Responsibilities:

Responsible for Book of business which includes growth (organic, new business, upselling, cross selling), maintenance and retention
Regular client interactions and documented outcomes/discussion
Provide good advice to clients and explain policies in order to protect their assets and protect them against financial loss
Meeting FAIS requirements in terms of documentation and client record of advice
Maintain good intra-branch/department communication and co-operation
Client Management
Up to date knowledge of changes in the insurance industry (class of business training, CPD training, product specific training)
Compliance knowledge, champion and ensure adherence to all FAIS requirements
Advocate Treating Customers Fairly principles: internal clients and external third parties (potential new clients)
Manage clients effectively to avoid exposing the business to risk and incurring Professional Indemnity claims
Manage clients’ complaints and escalate if necessary

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