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Financial Adviser
2 weeks ago
12 Month in-service mentorship while staying in SA, with emigration assistance there after.
To become part of a premier general insurance broker network and notable ASX top 100 company, we encourage you to apply.
Position Summary:
- As a Risk Adviser / Financial Adviser, you are responsible for providing comprehensive, compliant and ethical advice whilst meeting the specific needs of our clients and helping them secure their financial wellbeing not only when they join the business, but throughout their client tenure.
- Your responsibilities encompass generating new business, ensuring client retention, and building robust referral partner networks
Skills and Qualifications:
- BCom Financial Planning / Higher Certificate in Financial Planning / other suitable Qualification
Regulatory Examination
- FAIS
- FICA
- Proven experience in Life Insurance advice and a successful track record of exceeding targets
- Strong knowledge of Life Insurance products, underwriting guidelines, and industry regulations
- Excellent communication, interpersonal, and negotiation skills
- Proficiency in using relevant software and tools for financial planning and customer relationship management
Key Responsibilities:
- Providing quality advice
- New business generation
- Client Retention
- Managing referral partner relationships
- Individual Contribution
- Team Contribution
Please Note:
Education:
- Bachelors (required)
-
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