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Short-Term Insurance and Wealth Advisor

3 months ago

Cape Town, South Africa Perfect Placement Recruitment Full time
Job Title: Short-Term Insurance and Wealth Advisor
Location: Oudtshoorn, George or Bellville
(The role will involve a combination of office and remote work, depending on the candidate's location)
Salary: 50% commission per premium wrote for long term funeral products. Short term: 16,5% /2 of the premium = commission
Closing date: End Aug 2024

Duties and responsibilities:
  • Providing comprehensive financial planning.
  • Offering expert advice on finance, retirement planning, investment, and financial advisory services.
  • Provide expert advice on Non-Life insurance products
  • Offer wealth management solutions (e.g., investments, retirement planning, and estate planning).
  • Conduct risk assessments and needs analyses to determine clients' insurance and wealth needs.

Non- negotiable qualifications and experience required:
  • Relevant qualifications in Insurance, Finance, or a related field.
  • Proven experience in Non-Life insurance and wealth management.
  • Strong knowledge of insurance products, wealth management solutions, and financial planning principles.
  • Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA).
  • Regulatory examination successfully completed and registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
  • Excellent knowledge of financial planning principles and investment strategies.
  • CFP or Post diploma in Financial Planning advantageous.
  • Strong communication and interpersonal skills to collaborate effectively with clients.
  • Passionate about providing the best financial services and advice to clients.
  • Ability to maintain and develop relationships with clients and communicate complex financial advice.
  • Minimum of 3-5 years DOFA and supervision completion.
Benefits:
  • Competitive remuneration packages with company benefits.
  • Fast-paced work environment.
  • Employee centric practices.
  • Remote working conditions (hybrid teams).
  • Employee recognition and appreciation initiatives.

CONSENT:
By submitting your information and application you hereby confirm:
  • That you have no objection to us retaining your personal information in our database for future matching/ POPI Policy.
  • That the information you have provided to us is true, correct, and up to date.
PLEASE NOTE:
Correspondence will only be conducted with shortlisted candidates. Should you not hear from us within 30 days, please consider your application unsuccessful.