Job Description

Job Summary

• Gauteng based working from home (office allowance offered) or office based in Pretoria and Johannesburg.
• Extensive product & financial planning training provided.
• Ongoing support and assistance from business development managers.
• Training allowance offered during first two months.

Commission

100% of First year commission

80% of Second Year commission

Commission paid daily: 70% released, 30% retained to accommodate tax and other deductions. Balance released at month end.

Information Technology

As an advisor for our Client, you will be provided with a Laptop, your PA will be provided with a Desktop, email address and access to the Networks. These costs will be borne by The Client.

This individual will be responsible for growing a client base and will market all products across the entire group -

Life,

Invest,

Health,

Insure,

Business Insurance

Bank.

Build your own insurance portfolio by:

• Being able to prospect for new clients through networking, Cold calling and door - door canvasing for new business and ensuring good pipeline of business
• Effective communication with both internal stakeholders and clients
• Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients
• Providing solutions to clients by selling 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
• Keeping abreast with the financial 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
• Build sound relationships with others through honesty, trust and respect
• Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals
• Support and guide clients through the decision-making process by displaying exceptional product knowledge and customer centricity
• Timeously complete all administrative and reporting duties related to the role

• Verbal and written proficiency
• Numerical reasoning ability
• Be able to plan and manage their time
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well
• Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)
• Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high-risk environment, autonomy)

• NQF 5 industry recognized qualification (minimum of 120 credits)
• RE 5 (preferrable but not essential)
• No previous financial planning experience necessary but will be highly beneficial.

• Must have Valid SA driver's license and own reliable transport
• Candidate must meet all FSCA requirements

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