Financial Advisor and Risk Consultant

2 weeks ago


Durban, KwaZulu-Natal, South Africa Ultra Personnel Full time

Minimum requirements:

  • 5 years experience as a Broker Consultant / Life Insurance Agent
  • Prefer candidates with a CFP qualification
  • Must have RE5
  • Completed relevant business training
  • FAIS compliant
  • Completed insurance categories supervision
  • Appropriate tertiary qualification (commerce, finance, or investments)
  • Computer literate and xPlan experience would be beneficial
  • Excellent communication, negotiation, and persuasion skills
  • Client oriented with strong interpersonal skills
  • Responsibilities:
  • Provide insurance advice and solutions to clients
  • Analyze and identify insurance opportunities
  • Prepare comprehensive advice documents for clients
  • Specialize in Life Insurance needs
  • Implement solutions for clients
  • Review clients' cover and circumstances
  • Acquire short term insurance leads
  • Refer clients to tele-advisor and manage appointments
  • Develop client relationships
  • Support company initiatives to engage clients
  • Monitor and report on client-focused initiatives
  • Adhere to TCF principles
  • Comply with regulatory requirements

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