Financial Advisor

2 weeks ago

South Africa Headhunters Full time

Our client in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor (Risk Products).

To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner.

Afrikaans first language preferred. A wonderful career opportunity awaits you.

Requirements:
Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc.
Ability to function at a strategic level whilst fulfilling operational responsibilities.
Meet the FAIS honesty, integrity, and good standing requirements.
Meet the FAIS minimum experience requirements in respect of long-term insurance products.
Must not have been declared insolvent or provisionally insolvent.
Excellent communication skills, verbal and written.
Excellent negotiation and persuasion skills.
Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).Emotional resilience.
Appropriate tertiary qualification (bachelor's degree in commerce, finance, investments preferable)Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.Have completed relevant class of business and product specific training.
FAIS compliant (continuous professional development).Completed supervision for long-term insurance categories.
Fully computer literate, xPlan experience advantageous.

Responsibilities and expectations but not limited to:

Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner's practice.

Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients.
Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning and Business Assurance.
Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
Review clients cover according to internal business procedures, or if client circumstances change.
Acquire short term insurance leads from the company's financial planning partners.

On receipt of the client's consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.

Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.

Maintain and develop client relationships.

Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.

Monitor and report on the success and implementation of client and partner focused initiatives.
Adhere to the culture and principles of TCF – treating customers fairly.
Comply with Group and Industry regulatory requirements.

Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.

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