Job Description

Our client who is a dynamic financial services company is currently looking for Financial Advisors: Face to Face Distribution in Umhlanga, to start January 2023.

Responsibilities:
Build own insurance portfolio by:

• Being able to prospect for new clients through networking, Cold calling and door xe2x80x93 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 sellingcompany's long term 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 long term 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.

• Self-starter
• Communication (verbal and written) in English

• Completed Matric or National Senior Certificate - Non-negotiable
• FAIS credits/Full Insurance Qualifications Depending on DOFA
• Regulatory Exam (RE5) - Non-negotiable
• Having completed the required CPD hours in line with your Product category - Negotiable

• 2 xe2x80x93 4 years relevant Long Term Insurance Experience (Face to Face not Call Centre) -Non-negotiable
• Having sold the following Risk Benefits:

• Life Cover
• Disability Cover
• Critical Illness Cover
• Having sold the following Investment Products:

• Unit Trust Funds
• Retirement Annuities
• Discretionary / Voluntary Investments
• Endowments
• Tax Free Savings Accounts

• Must have own reliable transport
• Valid SA driverxe2x80x99s license

• Retainer for 12 months (depending on IRP5xe2x80x99s) + Commission
• Monthly performance bonus
• Petrol card - Unlimited kmxe2x80x99s for business use within reason
• Cellphone
• Laptop with 3G
• Medical aid/Pension Fund/Group Life
• Sales Support
• Leads
• Recognition
• Awesome working environment

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