Financial Advisor Long-Term Insurance

3 weeks ago

Johannesburg, South Africa Indwe Broker Holdings Full time

How to apply To submit your application, please email your CV and cover letter to: … 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 / Focus Johannesburg x2, Commercial Lines About the role Context: South African regulatory framework of insurance / brokerage industry. Customers: Opportunities to provide advice to the client base as well as new clients with an attractive financial model. Includes supportive business and sales support underpinned by a number of other door-opening opportunities. Values Innovative Actively seeking continuous improvement Nurturing To care for our clients with empathy Driven Proving the best solutions to our customers Willing Reporting line Individual Insurance Manager / Branch Manager Education Matric, Wealth Management NQF L5 qualification or higher 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) Key Performance Areas GROW PORTFOLIO: Develop and implement a proactive sales plan according to agreed targets. Meet 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. 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. 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. Provide regular reports and feedback to the manager. 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 requirements by providing appropriate risk solutions. Establish long‑term relationships with clients. Financial planning for clients. #J-18808-Ljbffr

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