Job Description

Our client in the Financial industry is currently looking for a Life Insurance Broker in Umhlanga, Durban.
Required Knowledge, Skills, and Abilities
Work with the company's book of clients to meet and review their portfolio, providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to its already extensive book. Provide financial products and services in a professional manner, building rapport and confidence with the clients. Work with various FSP's and internal departments and communicate effectively and efficiently in resolving concerns or queries. Maintain ongoing communication with clients. Develop comprehensive financial plans tailored to individual clients. Provide advice on investment strategies, retirement planning, estate planning, and tax optimization. Stay informed about market trends and economic developments. Assess clients? risk tolerance and recommend appropriate risk management strategies. Provide advice on Investment and Risk Products. Identify opportunities for cross-selling and upselling financial services. Network with professionals, attend industry events, and participate in marketing initiatives. Ensure compliance with industry regulations and ethical standards. Maintain accurate records and documentation. Stay updated on changes in financial laws and regulations. Prepare regular reports for management and clients.
Education + Experience
Minimum Matric with Tertiary Education in Finance related field, Non-Negotiable! (NQF5: Wealth Management/ BCom) RE5 Non-Negotiable Relevant Class of Businesses in place. Fit and Proper. Minimum 3 Years in a Financial Planning Role. Excellent command of Microsoft Excel or related software. Experience in working with Professionals and high-net-worth clients. Previous Book not a requirement. Driver?s License and Own Vehicle non-negotiable.

Skills Required