Job Description

KwaZulu Natal, Durban

Monthly Cost To Company (Market related)

Our client in the Financial Services Industry based in Durban is currently looking to employ a Financial Advisor (Risk Products).

To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner.

A wonderful career opportunity awaits you.

Requirements:

-Minimum 5 yearsxe2x80x99 experience as a Broker Consultant / Life Insurance Agent, etc.
-Ability to function at a strategic level whilst fulfilling operational responsibilities.
-Meet the FAIS honesty, integrity, and good standing requirements.
-Meet the FAIS minimum experience requirements in respect of long-term insurance products.
-Must not have been declared insolvent or provisionally insolvent.
-Excellent communication skills, verbal and written.
-Excellent negotiation and persuasion skills.
-Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
-Emotional resilience.
-Appropriate tertiary qualification (bachelorxe2x80x99s degree in commerce, finance, investments preferable)
-Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
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-Have completed relevant class of business and product specific training.
-FAIS compliant (continuous professional development).
-Completed supervision for long-term insurance categories.
-Fully computer literate, xPlan experience advantageous.
Responsibilities and expectations but not limited to:

-Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partnerxe2x80x99s practice.
-Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients.
-Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning and Business Assurance.
-Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
-Review clients cover according to internal business procedures, or if client circumstances change.
-Acquire short term insurance leads from the companyxe2x80x99s financial planning partners.
-On receipt of the clientxe2x80x99s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
-Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
-Maintain and develop client relationships.
-Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.
-Monitor and report on the success and implementation of client and partner focused initiatives.
-Adhere to the culture and principles of TCF xe2x80x93 treating customers fairly.
-Comply with Group and Industry regulatory requirements.
Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful

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