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Financial Advisor

Remote: 
Full Remote
Experience: 
Mid-level (2-5 years)
Work from: 
Africa

Offer summary

Qualifications:

Completed Matric or National Senior Certificate, FAIS credits - 150, Regulatory Exam (RE5), 2 -3 years working experience within the long term insurance sector, NQF level 4 or NQF level 5 in Wealth Management or Financial Planning.

Key responsabilities:

  • Increase market share and business goals
  • Conduct risk evaluation and provide financial advice
  • Sell long-term insurance and investment products to prospects
  • Ensure client retention and service support
Ithemba Recruitment logo
Ithemba Recruitment Human Resources, Staffing & Recruiting Startup https://www.ithembarecruitment.co.za/
11 - 50 Employees
About Ithemba Recruitment
Ithemba Recruitment is an organisation that specializes in the placement of quality candidates in various industries. We at Ithemba recruitment are “specialist generalists” we have the understanding that the we are able to recruit for a wide range of positions in various job functions that clients may require because we prefer to be seen as specialists for our clients needs and culture rather than specialists in a specific sector. We feel that any position can be qualified by the correct understanding of people rather than what field they work in. We feel that by communicating effectively with candidates and having respect for their needs, requirements and time – we are able to form relationships and properly understand our candidates and the culture that they would fit into so as to service our clients’ needs more effectively. You could possibly classify us as “Versatilist”. Whether you are in need of a new member of staff or as we like to call it "a new family member" or if you are in search of a new opportunity our consultants are ready to take your call.
See more Ithemba Recruitment offers

Job description

Duties and responsibilites:

  • Increase market share and contribute to the overall business objectives and its long-term viability.
  • Manage own development to increase own competencies
  • Build your own Long term insurance and investment portfolio by:
  • Being able to prospect for new clients through various means to ensure good pipeline of business. Own sourcing of new business.
  • Effective communication with both internal stakeholders and clients (written and verbal).
  • Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.
  • Providing solutions to clients by selling the company's long term insurance and investment products aligned to the needs of the client.
  • Prospecting clients from within the organisation for their life insurance and funeral cover needs by utilising our existing client base.
  • Providing on-going service and support to your individual client base (amendments, renewals etc.) Technology systems and support areas are in place to ensure the execution burden is made a small as practical.
  • Retention of existing clients including renewal discussion in line with regulatory requirement.
  • Keeping abreast with the long term insurance market changes and developments.
  • Achieving/Exceeding targets consistently in line with management targets.
  • Providing feedback to line management when requested to stay abreast of performance, client and market developments.
  • Attending all weekly and ad-hoc team meetings.
  • Working closely with internal stakeholders.
  • Adhering to all quality standards and measures. Complying with all the necessary legislative and regulatory requirements.
  • Being an ambassador for the brand by living our company values in all interactions with internal and external stakeholders.

Qualifications and experience:

  • Completed Matric or National Senior Certificate 
  • FAIS credits - 150 
  • Regulatory Exam (RE5) 
  • 2 -3 years working experience within the long term insurance sector
  • NQF level 4 or NQF level 5 in Wealth Management or Financial Planning

Skills and competencies:

  • Confident and enthusiastic self-starter who can take initiative
  • Strong Numerical skills
  • Must be able to work independently as well as part of a team
  • Problem-solving skills
  • Relationship management skills
  • Presentation and facilitation skills
  • Resilience - Ability to work well under pressure in dynamic environment
  • Flexible and adaptable
  • Influential, concise, rational and practical communicator
  • Discretion, judgment and high levels of trust

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Presentation TrainingInsurance LawMarket AnalysisRisk AnalysisFinancial PlanningEffective Communication

Other Skills

  • Resilience
  • Problem Solving
  • Sales
  • Verbal Communication Skills
  • Adaptability
  • Physical Flexibility
  • Teamwork
  • Relationship Management
Are you interested?

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