Reactive Retentions Agent

Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.

Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.

In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.

To deliver investment retention related operational and administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

1 - 2 years experience in a similar environment

FAIS Requirements

• RE certification and NQF Level 5 qualification in Wealth Management or a Finance-related field
• Proven experience in sales or retentions
• Class of Business certification will be an added advantage

Minimum Qualifications

Further Education and Training Certificate (FETC) (NQF Level 04) in Office Administration

Process

Customer

Finance

Learning and Growth

Governance

Liberty Values

Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.

Liberty Group Limited - an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409)

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