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.