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
