Financial Risk Consultant Durban

4 days ago

Durban, South Africa Ultra Personnel : Pharmaceutical, Insurance, Engineering Full time

Job Title: Risk Consultant Reference: JHB -VM-1 Leading organisation within the investments and financial services industry requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts. Duties & Responsibilities Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent. Preference will be given to candidates with a CFP. RE5 is essential. Have completed relevant class of business and product-specific training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance categories. 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. Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable). Have a qualification recognised by the FSCA for FAIS purposes. Fully computer literate, xPlan experience advantageous. 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). Provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the company Partner. Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners. Prepare comprehensive advice documents (proposals, comparisons, and quotations) for presentation to clients. Provide specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs, including 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 clients to the STI tele-advisor and book an appointment for the client. Maintain and develop client relationships. Support and contribute to company initiatives to communicate, educate, and engage clients. 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. Package & Remuneration Monthly plus Basic Salary + Commission #J-18808-Ljbffr

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