Vacancy

Relationship Consultant (m/f)

Old Mutual

Old Mutual is recruiting a Relationship Consultant (m/f), to be based in Windhoek, Namibia.
Duties
  • Providing quality service and client care
  • Providing support to brokers and consultants
  • Handling all general queries
  • Administering client information
  • Executing routine administration procedures to ensure immediate operational excellence in response to requirements
  • Providing direct or indirect service to customers and intermediaries
  • Performing general office functions
  • Using standard administrative techniques to coordinate own work
  • Collaborating effectively with others to achieve personal results
  • Adhering to service and quality standards
  • Keep accurate records of all NB issued cases in a single report
  • Keep all records of completed FIA docs received and captured on the above report
  • Keep record of all outstanding/incomplete FIA docs on the report mentioned in the first bullet
  • Identify trends for example brokers who regularly fail to submit the FIA documentation
  • Submit updated report to Compliance and BD Manager
  • Regular audits from Compliance with regards to quality and progress
Requisites
  • Namibian Citizenship
  • A minimum qualification of grade 12 with approximately 4 years' experience in the life insurance environment
  • A sound knowledge of Individual Life products and mainframe competence (Life) would be advantageous
  • Excellent client care orientation
  • Ability to listen and integrate information
  • Attention to detail
  • Computer literacy
Notes
  • Only shortlisted applicants will be contacted
This vacancy is no longer accepting applications

Details

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