Life & Investment Advisor

About the Company: 

Join one of South Africa''''''''''''''''s leading insurers as a Life and Investments Advisor.

They are a customer-centric and dynamic financial services company with a global footprint and a proud history of innovation. They are vibrant, successful and value orientated with an awesome dynamic culture.

They are a formidable player in the insurance market. As a values-based organization, they take their reputation for awesome service and innovation seriously and strive for excellence in all they do. 

Overview and Purpose of the Role: 

They have now developed a Life and Investment face to face distribution channel, with custom made systems, processes and products. 

To facilitate this model the position of Financial Advisor: Life and Investments has emerged. 

The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio. 

Minimum Requirements: 

Qualifications 

• 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. 

Experience

• Minimum of 4  years long term insurance face to face sales experience 

Essential

• Must have your own reliable transport 

• Valid SA driver’s license 

Responsibilities: 

• Build your own Long term insurance and investment portfolio by: 

• Being able to prospect for new clients through various means to ensure a 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 utilizing our existing client base. 

• Providing on-going 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 as small as practical. 

• Retention of existing clients including renewal discussion in line with regulatory requirements. 

• 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 ad-hoc 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. 

Competencies:

• Confident and enthusiastic self-starter who can take initiative

• Strong Numerical skills 

• Must be able to work independently as well as part of a team

• 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 

• Discretion, judgment and high levels of trust