Financial Advisor

3 weeks ago

Cape Town, South Africa Adzuna ZA B C2 Full time
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 (bachelors 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 partners 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 companys financial planning partners.
  • On receipt of the clients 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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