Financial Advisor

2 weeks ago

Gauteng, South Africa Pilanehurst Financial services Full time

Position: Independent Long-term Insurance Broker (Commercial)

Location: Sandton and Pretoria CBD

Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Raise your hand because

WE’RE HIRING

It’s our mission to unleash the potential in our team, and we know that teams perform best when they are diverse and each individual feels that they belong. That’s why we want you to join us in the capacity of Long-term Insurance Broker. This role plays an integral part in our team, as you will ensure the business growth and client satisfaction throughout. So, who are we and why would you want to join us? We are a young, energetic, and passionate group of companies working in different industries, all focused on becoming market leader in our fields. Our fast-paced environment will positively challenge you and keep you engaged as you navigate through changing priorities and varying demands. We work smart, we work hard, but we have fun doing it

What can we offer you? Some of our benefits include: Modern fit-for-purpose people practices. Full training on how to best become the best version of you.

You may be wondering, what does such a fantastic individual’s duties include?
- Generating own leads;
- Handling and reporting on leads from Financial Advisors;
- Cold calling;
- Gathering information and documentation needed to request quotes from insurers and fulfil compliance standards;
- Performing needs analysis for each client before quoting;
- Building a trust relationship with clients;
- Requesting quotes from different insurers and do comparison for client;
- Making sure that all compliance documentation is completed and discussed with client;
- Handling of client from lead to activation of policy;
- Could be called on to aid at renewal stage of policy;
- All communication with client from first contact to supplying new policy welcome pack and following up for initial outstanding information;
- Admini

Remuneration

Payment is strictly commission only, there will be no basic salary

**Job Type**: Commission

**Salary**: From R5,000.00 per month

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