Financial Advisor who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the client
Face to Face sales
Responsibilities and work outputs
Source sufficient lead generating opportunities to ensure 10 client quotes per week
Minimum requirement of 8 written policies per month
Maintain and update your Lead Generation Matrix on a weekly basis
Quotations
Sign up a minimum of 5 active lead referral agents
Keep up to date and fully informed on product comparisons with opposition products
Stay abreast of the client product changes and enhancements
Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
Give Speacialist advise
Maintain the required dress code and professional appearance
Experience and Qualifications
Matric/Grade 12
FAIS Credits (120)
FAIS Regulatory examination for Representatives (RE5)
12 CPD (continuous professional development) points
Minimum of 3 years' experience
Call center agents not preferred
unless they have a minimum of 5 years' experience
All required regulatory exams and accreditation
One year's proof of commission earnings (minimum R10 000.00 pm)
Candidate must have his own transport (CAR) and license
Job Type: Full-time
Pay: From R20000,00 per month
Application Question(s):
Do you have a RE5 certificate and 120 FAIS Credits (This is a requirement)
Do you have your own car
Have you sold Insurances face to face for 3 years
Work Location: In person
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