Insurance and Investments - Other Insurance Gauteng FULL TIME R228 000,00 - R264 000,00 (PER YEAR) Approx Monthly Salary: R19 000,00 - R22 000,00 Job Summary Minimum requirements: * Matric (Mathematics at Matric level is advantageous). * A BCom degree, CFP (Certified Financial Planner), or currently studying towards a CFP is essential. * 1–2 years’ experience in the Financial Planning industry or in a similar role is essential. * Administrative experience as an assistant to a Financial Advisor. * Good understanding of financial products, including investments and life products. * Proficient in Microsoft Word and Excel. * Fully bilingual in English and Afrikaans. Duties and responsibilities: * Assists clients over the phone and via email correspondence, using web-based software. * Delivers exceptional service that exceeds client expectations. * Seeks proactive, innovative, and appropriate solutions, applying experience gained in the financial planning industry. * Demonstrates excellent written and verbal communication skills. * Supports clients on a daily basis, proficient in both Afrikaans and English. * Adopts a client-centric approach when dealing with clients. * Remains calm and well-spoken. * Exhibits strong time and workflow management skills. * Works effectively under deadlines. * Manages own development to enhance competencies. Please note that only candidates who meet all the requirements will be contacted for the opportunity. Green Marble Recruitment Consultants Recruiter