Bookmark : https://www.exceedhr.co.za/job-vacancies/job-vacancies/customer-service-representative-paraplanner/?id=4&entryId=1724
Skip to : [Content] [Navigation]
  • Talent Management Solutions

    Exceed Human Resources

Customer Service Representative - Paraplanner Vacancy

Reference: 4087 CM
Job Type: Full-time
Job Status: Sourcing
Location: Hermanus
Duration: Permanent
Employment Equity: No

Consultant: Christa Mostert

Job Description:

  • The Customer Services Representative (CSR) is a key member of the Sales & Customer Services team reporting to the Team Leader. This role is responsible for the end-to-end delivery of customer outcomes and will facilitate and administer all processes necessary to achieve mutually agreed customer outcomes. It will act as conduit between the business and customers (after customer accepts quote for service/s), taking responsibility for all communications to ensure information is supplied to the Group in a prompt fashion whilst keeping customers informed on progress until outcomes are successfully achieved.
  • As new opportunities are introduced into the business this role will be responsible to prepare and provide product/investments insights to enable the delivery of insurance, pension fund and investment services to customers. The incumbent shall seek continuous improvement opportunities within financial planning, insurance and investment processes whilst growing and maintaining quality relationships with insurance partners. This role provides advice, guidance and support to Sales & Customer Services teams in dealing with financial planning- and investment requests as well as complex insurance matters.

Qualifications:

  • Commerce/ Business Degree and/or Diploma in Financial Planning required.
  • Certified Financial Planner (CFP) certification with active membership recommended.
  • RE5 Regulatory Exam obtained through FAIS required.
  • Exposure to, and theoretical knowledge of FICA legislation recommended.
  • Solid Financial Services / Insurance industry experience with exposure to financial planning required.
  • Sound knowledge of all applicable legislation and regulations required.
  • Hands-on experience with, and knowledge of Life- and investment products recommended.

How to Apply:

  • Forward your comprehensive CV to Exceed Human Resource Consultants on exceedhr@exceed.co.za
  • If you are already registered – please forward your CV with the relevant reference number to the consultant you are at present registered with in order to avoid duplicity on our system.
  • We reserve the exclusive right to conduct interviews with candidates of choice.
  • Applicants, who have received no feedback within 30 days of the closing date, must please accept their application as unsuccessful


Johannesburg

Tel: +27 (0) 87 985 0935
infojhb@exceed.co.za

London, UK

Tel: +44 (0) 1784 439 955
www.exceeduk.co.uk

Somerset West

Tel: +27 (0) 21 852 0382/4
admin@exceed.co.za

Cape Town

Tel: +27 (0) 21 915 6666
tygervalley@exceed.co.za

Paarl

Tel: +27 (0) 21 872 7118
paarl@exceed.co.za