Financial Advisor and Risk Consultant

2 weeks ago


Cape Town, Western Cape, South Africa Ultra Personnel Full time

Requirements:

  • Minimum 5 years experience as a Broker Consultant or in Life Insurance Sales
  • Experience in Life insurance including Death, Disability, and Critical Cover needs
  • Knowledge in Estate Planning and Business Assurance
  • Preferred short-term insurance experience
  • Bachelors degree in Commerce, Finance, or Investments
  • FSCA recognized qualification for FAIS
  • Preferably with a CFP qualification and RE5
  • Completed relevant class of business and product training

Key Responsibilities:

  • Provide insurance advice and solutions to clients
  • Analyze and identify insurance opportunities
  • Prepare comprehensive advice documents for clients
  • Implement agreed solutions and manage underwriting
  • Review and adjust client's cover when needed
  • Acquire short-term insurance leads
  • Refer clients to the STI tele-advisor
  • Maintain and develop client relationships
  • Support company initiatives to better meet client needs
  • Monitor and report on client initiatives
  • Adhere to TCF principles and regulatory requirements

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