Financial Advisor and Risk Consultant

3 weeks ago

Cape Town, South Africa Ultra Personnel Full time
Minimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.
Life insurance experience is essential
Short-term insurance experience is an advantage
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
RE5
Have completed relevant class of business and product specific training

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
FAIS compliant (continuous professional development)
Completed supervision for long-term insurance categories
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)
To 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 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 (in conjunction with the Company Fiduciary partners) 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

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