Financial Advisor Long-Term Insurance

To submit your application, please email your CV and cover letter to: Overview Purpose: To provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external clients. And a rewarding service experience and appropriate risk solutions. Location: Durban x3. Focus: Commercial Lines. About the role Context (external/internal factors which influence the work environment, taking into account future conditions and strategic requirements): South African regulatory framework of insurance/brokerage industry Customers (to whom the service is rendered/impacted upon): There are arrangements within the group business to have the opportunity to provide advice to the client base as well as ne clients with an attractive financial model. It includes supportive business and sales support underpinned by a number of other doors opening opportunities. Values (All Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values): Innovative — Actively seeking continuous Improvement Nurturing — To care for our clients with Empathy Driven — Proving the best solutions to our customers Willing Number of subordinates: None Reporting line (immediate manager): Individual Insurance Manager/Branch Manager Education: Matric Wealth Management NQF L5 qualification or higher Passed exam RE: Representatives Own vehicle and drivers' license Experience: Previous experience within the Financial Services Industry and/or sales environment will be an added advantage. Skills: Build excellent client relationships/service orientation Entrepreneurial/Business orientation Ability to work in an organized manner Self-confidence Drive/performance orientation Interpersonal skills Knowledge: Understanding of the insurance and brokerage industry and environment Sound knowledge and understanding of personal lines insurance FAIS requirements of a representative Legal requirements of the insurance industry Technical insurance knowledge (underwriting) Personal attributes: Influential Flexibility Interpersonal effectiveness Resilience and tenacity Emotional maturity Proactive Key Performance Areas Key Performance Outputs 1. GROW PORTFOLIO Develop and implement a proactive sales plan according to agreed targets Meet agreed new business targets Identify and build relationships with partners Write quality new business aligned to sales/marketing plan Negotiate with insurers on premiums and quotations Do up- and cross-selling on existing and new business 2. RETAIL AND MAINTAIN CLIENTS Identify new business opportunities Identify opportunities for cross and up-selling on existing clients Liaise with insurers and /or management regarding premiums and quotations Build relationships with clients through regular calls and informing them of the latest products 3. PERFORM ADMINISTRATION Load policies, amendments and endorsements on the system promptly Ensure premium payments processes and debits are discussed and agreed upon with clients Ensure data integrity on all policy systems General correspondence and e-mails to clients according to company standards Responsible for proactive and reactive underwriting. Adhere to underwriting criteria; FAIS requirements and set company standards General correspondence and e-mails to clients according to company standards Manage incoming and outgoing e-mails according to set norms and standards. Provide regular reports and feedback to the manager 4. CUSTOMER SERVICE EXCELLENCE Provide a rewarding service experience at all touch points Ensure that customer queries are attended to and resolved expeditiously Respond to client’s requirements by providing appropriate risk solutions Establish long-term relationships with clients Financial planning for clients About Indwe All Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values: Innovative — Actively seeking continuous Improvement Nurturing — To care for our clients with Empathy Driven — Proving the best solutions to our customers Willing — To learn, grow and embrace diversity Eager — To take responsibility and use initiative (A) 61 Central Street, Houghton Estate, 2198 #J-18808-Ljbffr