Job Title : Financial Advisor Life and Investments Bedfordview
Sector Title : Healthcare Insurance
Area : Bedfordview
APPLY FOR THIS JOB
Our client is searching for Financial Advisors for their Life and Investments portfolio The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio
Responsibilities
Build your own Long term insurance and investment portfolio by
Being able to prospect for new clients through various means to ensure good pipeline of business Own sourcing of new business
Effective communication with both internal stakeholders and clients written and verbal
Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients
Providing solutions to clients by selling long term insurance and investment products aligned to the needs of the client
Prospecting clients from within the group of companies for their life insurance and investment needs by utilising our existing client base
Providing ongoing service and support to your individual client base amendments renewals etc Technology systems and support areas are in place to ensure the execution burden is made a small as practical
Retention of existing clients including renewal discussion in line with regulatory requirement
Keeping abreast with the long term insurance market changes and developments
Achieving/ Exceeding targets consistently in line with management targets
Providing feedback to line management when requested to stay abreast of performance client and market developments
Attending all weekly and adhoc team meetings
Working closely with internal stakeholders
Adhering to all quality standards and measures Complying with all the necessary legislative and regulatory requirements
Being an ambassador for the brand by living our company values in all interactions with internal and external stakeholders
Requirements
Minimum of 4 years long term insurance face to face sales experience
Completed Matric or National Senior Certificate
FAIS credits/Full Insurance Qualifications
Regulatory Exam RE5
Having completed the required CPD hours in line with your Product category
Must have your own reliable transport
Valid SA driver&rsquos license
Experience having sold the following Risk Benefits
Life Cover
Disability Cover
Critical Illness Cover
Experience having sold the following Investment Products
Unit Trust Funds
Retirement Annuities
Discretionary/ Voluntary Investments
Endowments
Tax Free Savings Accounts
Please forward updated your resume in MS Word with your application Note if no correspondence is received within 6 weeks of your application please consider your application as unsuccessful