Job Description

Our client in the Financial industry is currently looking for a Life Insurance Broker, in Bedfordview, Johannesburg.Responsibilities:

• Work with company 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 client.
• Provide advice on investment strategies, retirement planning, estate planning, and tax optimization.
• Stay informed about market trends and economic developments.
• Assess clientsxe2x80x99 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.

• Minimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ BCom)
• RE5 Non-Negotiable
• Relevant Class of Business's in place.
• Fit and Proper.
• Minimum 3 Years in 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.
• Driverxe2x80x99s License and Own Vehicle non-negotiable.

• R30 000 xe2x80x93 R40 000 per month plus commission.

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