Financial Advisor and Risk Consultant

4 days ago

Durban, KwaZulu-Natal, South Africa Ultra Personnel : Pharmaceutical, Insurance, Engineering Full time
Reference: JHB000960-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
  1. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent.
  2. Preference will be given to candidates with a CFP.
  3. RE5 is essential.
  4. Have completed relevant class of business and product specific training.
  5. FAIS compliant (continuous professional development).
  6. Completed supervision for long-term insurance categories.
  7. Ability to function at a strategic level whilst fulfilling operational responsibilities.
  8. Meet the FAIS honesty, integrity and good standing requirements.
  9. Meet the FAIS minimum experience requirements in respect of long-term insurance products.
  10. Must not have been declared insolvent or provisionally insolvent.
  11. Appropriate tertiary qualification (bachelor's degree in commerce, finance, investments preferable).
  12. Have a qualification recognised by the FSCA for FAIS purposes.
  13. Fully computer literate, xPlan experience advantageous.
  14. Excellent communication skills, verbal and written.
  15. Excellent negotiation and persuasion skills.
  16. Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
  17. Provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the company Partner.
  18. Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner's practice.
  19. Prepare comprehensive advice documents (proposals, comparisons, and quotations) for presentation to clients.
  20. Provide specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs, including specialist areas such as Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance.
  21. Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
  22. Review clients cover according to internal business procedures, or if client circumstances change.
  23. Acquire short term insurance leads from the company's financial planning partners.
  24. On receipt of the client's 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.
  25. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
  26. Maintain and develop client relationships.
  27. Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.
  28. Monitor and report on the success and implementation of client and partner focused initiatives.
  29. Adhere to the culture and principles of TCF – treating customers fairly.
  30. Comply with Group and Industry regulatory requirements.
Package & Remuneration

Monthly plus Basic Salary + Commission.

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