Key Purpose
To take calls and assist all Discovery Direct Brokers, and their assistants with queries and provide query resolutions
Key Outputs
Dealing with multiple telephonic queries from Discovery Direct brokers and their assistants
Dealing with all queries through to resolution
Logging of all queries
Keeping intermediaries up to date with their queries
Pipeline work to be followed up weekly and documented
Ensuring excellent quality service to all Intermediaries and their assistants
Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries/correspondence and reporting on it on a weekly basis
Routing all enquiries to correct departments
Capturing of New Business applications (Life and Investments)
Working on various Discovery Systems (Smart Advice, Smart Track, Paradigm, Front Line, Servicing and More)
Dealing with all queries through to resolution
Logging of all queries
Keeping intermediaries up to date with their queries
Pipeline work to be followed up weekly and documented
Ensuring excellent quality service to all Intermediaries and their assistants
Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries/correspondence and reporting on it on a weekly basis
Routing all enquiries to correct departments
Capturing of New Business applications (Life and Investments)
Working on various Discovery Systems (Smart Advice, Smart Track, Paradigm, Front Line, Servicing and More)
Personal Attributes and Skills
• Passion for service
• Self driven development and growth
• Emotional maturity
• Excellent verbal and written communication skills
• Resilience
• Judgment
• Innovation and optimism
• Planning and organizing
• Problem solving
• Self driven development and growth
• Emotional maturity
• Excellent verbal and written communication skills
• Resilience
• Judgment
• Innovation and optimism
• Planning and organizing
• Problem solving
Qualifications & Experience
2 years customer service experience – Essential
60 FAIS Credits – Essential
Regulatory Exams (RE) – Advantageous
60 FAIS Credits – Essential
Regulatory Exams (RE) – Advantageous
How to apply for this:
Closing date : 10-03-2017
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