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Financial Advisor

Remote: 
Full Remote
Contract: 
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Offer summary

Qualifications:

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

Key responsabilities:

  • Increase market share and contribute to business objectives.
  • Prospect for new clients and manage a long-term insurance and investment portfolio.
  • Provide sound financial advice and solutions aligned to client needs.
  • Maintain ongoing service and support for clients, ensuring compliance with regulatory requirements.

Ithemba Recruitment logo
Ithemba Recruitment Startup http://www.ithembarecruitment.co.za
11 - 50 Employees
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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

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Relationship Management
  • Problem Solving
  • Adaptability
  • Resilience
  • Teamwork
  • Communication

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