Job Description

• Position Summary:
• As a Risk Adviser / Financial Adviser, you are responsible for providing comprehensive, compliant and ethical advice whilst meeting the specific needs of our clients and helping them secure their financial well-being not only when they join the business, but throughout their client tenure.
• Your responsibilities encompass generating new business, ensuring client retention, and building robust referral partner networks
• Skills and Qualifications:
• BCom Financial Planning / Higher Certificate in Financial Planning / other suitable Qualification
• Regulatory Examination 5
• FAIS
• FICA
• Proven experience in Life Insurance advice and a successful track record of exceeding targets
• Strong knowledge of Life Insurance products, underwriting guidelines, and industry regulations
• Excellent communication, interpersonal, and negotiation skills
• Proficiency in using relevant software and tools for financial planning and customer relationship management
• Key Responsibilities:
• Providing quality advice
• New business generation
• Client Retention
• Managing referral partner relationships
• Individual Contribution
• Team Contribution
• Please Note:
• By applying for this position and providing Fokus Personnel with your CV and other personal information, you are consenting to the information being used for the specific purpose for which it was provided, which is recruitment purposes and possible appointment purposes (should you be successful). Please note that your information will be processed for recruitment purposes only or for such purposes relating to assessing the establishment of an employment relationship with yourself, and this will be done in accordance with the applicable data protection and privacy legislation. We confirm that such information will not be used for any other purpose without obtaining your prior consent.
• If your application is not successful, we retain your CV and other information provided for a period of 6 months after which it will be destroyed in a secure manner. If you object to your information being used in accordance with the aforementioned clauses, please indicate your objection and we will immediately destroy your personal information in a secure manner.
• If you are not contacted within 2 weeks of the closing date, please regard your application as unsuccessful.

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