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EXCELL SURE offers unique exposure and skills training in the financial field. Speak to us to find out how you can invest more in yourself.
Careers:
Careers:
Sales Representative
Sales Representative
This position available is for an independent self-starter interested in earning extra money, both part- and full-time. You would be trained to guide clients to make financial decisions toward their life goals and expectations. The candidate would go through intense training sessions on Admin and Compliance processes of the insurance industry, as well as product training (Estate planning, Income tax, Unit trust Investments, Funeral cover, etc). This person will be groomed to become an authorized representative approved by the Financial Services Board (FSB)
This position would entail:
- Requesting quotes for clients (our brokerage can assist with requesting quotes from certain companies)
- Preparation of sales documentation
- Downloading policy values and portfolio information
- Communicating via email and telephone
- Securing and submitting new business sales
- Basic insurance / investment industry knowledge
- Creativity - Identifying a problem and coming up with possible financial solutions
Requirements (non-negotiates):
- Matric
- Excellent English/Afrikaans skills (Code 5 or higher in Matric Certificate) – both written and verbal
- Relevant degree (financial background an advantage)
- Attention to detail VITAL
- Self-sufficient (own computer, transport, resources, etc)
- Proficient in Microsoft Office (Word, Excel, Outlook)
- Basic knowledge of computers and printers/scanners
- Proper telephone etiquette
- Well groomed
- Applicants to be a preferred 30 years of age or older.
Advantageous:
- Sales experience (1 year or more)
- Good mathematical skills – interpreting investment values
- Admin background (1 year or more)
- Out-going and positive personality
- Be assertive where necessary, and have a perseverance attitude
If you are interested in this position, please send a copy of your recent CV and covering letter for Attention of Stephanie, to excellsureoffice@gmail.com
Subject: Application for Vacancy of Trainee Sales Rep
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Admin Clerk
Admin Clerk
This position calls for a detail-orientated, pleasant and positive person to assist in our insurance department. This person would need to be comfortable following instructions and providing accurate report-backs during feedback meetings and discussions, as well as be able to keep to deadlines.
This position would entail:
- Answering the phone
- Recording emails and telephone messages
- Downloading and saving of policy information
- Requesting quotes from insurance companies - via email and telephonically
- Compiling invoices
- Working on a large-scale client base
- Typing of records and letters
- Corresponding with clients and insurance companies (only when asked to do so)
Requirements (non-negotiates):
- Matric
- Excellent English/Afrikaans skills – both verbal & written (Code 5 or higher in Matric Certificate)
- Relevant degree (financial background an advantage)
- Attention to detail VITAL
- Proficient in Microsoft Office (Word, Excel, Outlook)
- Fair knowledge of computers and printers/scanners
- Proper telephone etiquette
- Relevant financial experience (investments, banking, insurance, etc) – 1 year or more.
If you are interested in this position, please send a copy of your recent CV and covering letter to excellsureoffice@gmail.com, for attention Mr Gavin Firth
Subject: Application for Vacancy of Basic Admin Assistant
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