Title: Administrator Sandton Discovery
Business Unit: Sales & Distribution
Function: Administration and Office Support
Date: 18-Jan-2022
Discovery Direct Services Consultant
This job maybe for you, if:
- 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 capitalise on them to increase production
- You enjoy enhancing your existing competencies as well as developing new knowledge and skills
We want to meet you if:
- You have the following educational qualifications:
- 2 years customer service experience – Essential
- 60 FAIS Credits – Essential
- Regulatory Exams (RE) – Advantageous
- You have the following experience:
- Knowledge of MS Office Suite
- Beneficial:
- Understanding of Financial Planning
- Knowledge of insurance (short-term, health, risk and investment industry)
As a Servicing Consultant, a typical day will include the following:
- 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
Equity Statement:
- Preference will be given to applicants from designated groups and suitable internal candidates in line with Discovery’s policies
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
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