Paraplanner/Administration clerk - Life Insurance industry

Paraplanner/Administration Clerk - Life Insurance Industry

Company: Moureau & Associates

Company Description: Long Term Insurance Consultant working for the Liberty Group, Stanlib, Bonitas, and Zestlife doing Life Insurance, Investments (onshore and offshore), Medical Aid, Wills, Retirement Planning.

Contract Type: Full Time

Experience Required: 5 to 10 years

Education Level: Grade 12

Number of Vacancies: 1

Job Description

1. Compliance checks, filing and submission.
2. Must be able to work with @Work, Microsoft Suite, Astute, Signing Hub.
3. New business processing and application preparation.
4. Client information/onboarding and in-house servicing.
5. Taking full responsibility for all outstanding business and following up daily.
6. Liaising with clients and ensuring the consultant's diary is up to date with sufficient travel time allocated.
7. Preparing portfolios and ensuring accuracy using the Astute download.
8. Preparation of buy and sell agreements, quotations, documentation, and assistance with presentations.
9. Attending meetings with the consultant.
10. Reviewing client files and preparing annual reviews.
11. Assisting the consultant with all administrative issues.
12. Helping consultants implement new wills and service existing wills.
13. Assisting the consultant with onboarding new clients both digitally and with paperwork.
14. Attending to all new business and servicing cases.

Must be reliable, tolerant, and determined. Must have Matric; any other NQF qualification will be a bonus.

Salary: Negotiable dependent on experience and work ethic. R15000 - R20000 monthly. Consultant prefers a non-smoker. Must have own car and a driver's license.