Insurance Financial Advisor

3 - 5 Years    Helderkruin, South Africa
106 Mimosa Street / Helderkruin, South Africa

Job Description

Location:                
Oberholzer, Carletonville
 
Duration:                
Permanent Position                       
 
Type of Business:  
Insurance Company               
 
Remuneration:       
Commission Based
 
Key Responsibilities:
 
We are looking to hire a financial advisor to join our team. Will communicate with clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
 
Job Duties:
 
Manage operations and productivity at an insurance company.
Create and modify procedures and documents related to policies.
Assist in claims management.
Identify and analyze risks associated with policies.
Achieve target budgets.
Minimize risk of financial loss.
Obtain and oversee company insurance or related funds that management uses to cover costs such as disability benefits or lawsuits.
Direct information for claimants.
Preside over claims investigations.
Review insurance policies.
Manage insurance data for reports.
Analyze statistical data, such as mortality, accident, sickness, disability, and retirement rates and construct probability tables to forecast risk and liability for payment of future benefits
Determine premium rates.
Ascertain cash reserves necessary to ensure payment of future benefits.
Market research.
Market analysis.
Recruit and solicit clients.
Assess clients' needs and goals.
Recommend strategies.
Execute strategies.
Monitor accounts.
Identify new opportunities

Skills and Qualifications:
Matric
3 – 5 years’ experience
Must have RE5
Must have NQF 4 qualifications.
They must have a book of +- R750 000 per annum
Well spoken
Strictly Must have Sales Experience in an Insurance Company
 
 
Career Advice:
Applicants please note that a specific consultant is dealing with this vacancy. To apply for this position please submit your CV through to response204@execz.co.za along with all your supporting documents, such a payslip and any certificates. You can also visit our website (www.execz.co.za) for more information on this vacancy and related others.

Skills Required

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Job Detail

  • Job Id
    JD521473
  • Industry
    Insurance
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Depends
  • Employment Status
    Permanent
  • Job Location
    Helderkruin, South Africa
  • Education
    Other
  • Experience
    3 - 5 Years
  • Apply By
    Mar 31, 2020
  • Job Posting Date
    Mar 05, 2020