Employer: Dante Group (Pty) Ltd Our client in Rosebank is looking to employ a Insurance Advisor Assistant to join their financial Team Minimum requirements: * Matric or relevant NQF qualification * RE5 qualification or willing to obtain within a year * Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management * Minimum 3–5 years relevant administration experience in a financial services environment (investments & long-term insurance) * Proven experience in new business processing and client servicing * Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.). Responsibilities * Process and submit new long-term insurance and investment applications timeously and accurately * Liaise with product providers (insurers & investment houses) to track applications through to issue stage * Follow up on outstanding requirements with clients and service providers * Prepare and issue policy schedules and confirmation documents * Handle client queries regarding existing policies and investments * Process servicing requests: beneficiary changes, premium amendments, policy updates, switches, withdrawals and cancellations * Prepare annual portfolio reviews and statements when required * Quotations and proposals Consultant: Joelene Koekemoer - Dante Personnel Johannesburg Apply via our website www.dantesa.co.za If you do not hear from us within 5 days, please accept that your application was unsuccessful