Financial Advisor

SUMMARY:
Financial Advisor

POSITION INFO:

The successful candidate of this newly created position will be responsible for growing and developing the business insurance portfolio.

The key outputs for this role are as follows:

• New Business sales
• Client service and management
• High level performance
• This Commercial Advisor: Face to Face Distribution must align themselves with the culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.

Qualification and Experience:
Essential: 

• Completed Matric or National Senior Certificate
• 60 FAIS credits/Full Insurance Qualifications (depending on Dofa)
• For applicants that have been working in a financial services industry prior to December
• 2010
• Applicants without prior financial services sales experience
• will not be prejudiced by this requirement.
• If you worked in the financial services industry prior to December 2011, selling and
• providing
• financial advice to clients. You would need to have completed the 30 FAIS credits
• necessary for
• personal lines or 60 FAIS credits for commercial insurance

Requirements:

• Must have your own reliable transport
• Valid code B driver’s license
• 2 years insurance external sales experience

Responsibilities:

• Build your own insurance portfolio by:
• Being able to prospect for new clients through networking, Cold calling and door
• door canvasing for new business
• Effective communication with both internal stakeholders and clients.
• Conduct a comprehensive risk evaluation for the client.
• Providing solutions to clients by selling short term products aligned to the needs of the client.
• Drafting, tracking and measurement of your personal business plan.
• Providing on-going service and support to your individual client base (amendments,
• renewals, claims etc.).
• Retention of existing business including renewal discussion in line with FAIS
• Developing internal/external relationships with clients.
• Continuous building of your client base hence securing future income.
• Keeping abreast with the commercial insurance market changes and developments.
• Achieving/Exceeding targets consistently
• Providing feedback to line management when requested.
• Attending all weekly and adhoc team meetings.
• Working closely with internal stakeholders that is, underwriting/actuarial, claims as
• well as surveying.
• Adhering to all quality standards and measures in place.

NB! This job is now closed. You can apply for other jobs by uploading your CV.