Financial Advisor

5 days ago

Cape Town, Western Cape, South Africa Indwe Broker Holdings Full time

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 as well as a rewarding service experience and appropriate risk solutions.

Division:
Johannesburg x2
Cape Town x4
Durban x3
Pretoria x1

Focus: Commercial Lines

Due Date: 31 January 2025About 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 new clients with an attractive financial model.

It includes supportive business and sales support underpinned by a number of other doors opening opportunities.

Number of subordinates: 0
Reporting line (immediate manager): Manager/ Branch Manager

Minimum Requirements:

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
  • Customer Service orientation
  • Resilience and Tenacity
  • Emotional maturity
  • Proactive

Key Performance Area

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 re- premium and quotations
  • Do Up and cross-selling on existing and new business

2. Retain 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
  • Manage incoming and outgoing e-mails according to set norms and standards.
  • Provide regular reports and feedback to the manager
  • 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:

Actively seeking continuous Improvement

Nurturing

To care for our clients with Empathy

Driven

Providing 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

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