Financial Advisor

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,
preference will be given to applicants with their Financial Services Board Regulatory
Exams (RE1) completed. 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:
o Being able to prospect for new clients through networking, Cold calling and door
– door canvasing for new business
o Effective communication with both internal stakeholders and clients.
o Conduct a comprehensive risk evaluation for the client.
o Providing solutions to clients by selling short term products aligned

to the needs of the client.
o 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.
Competencies:
 Self-starter
 Communication (verbal and written) in English
 Numerical & mathematical skills
 Team supervisory skills
 Confident and enthusiastic self-starter who can take initiative
 Must be able to work independently as well as part of a team - balances team and
individual responsibility, provides and accepts feedback
 Analytical skills
 Problem-solving skills
 Relationship management skills
 Presentation and facilitation skills
 Resilience - Ability to work well under pressure in dynamic environment
 Flexible and adaptable
 Influential, concise, rational and practical communicator
 Creative flair and innovative thinker
 Relationship management
 Discretion, judgment and high levels of trust