Outsurance Financial Advisor: Life and Investments

4 months ago

Cape Town, South Africa OUTLife Full time

Company Description

OUTsurance has been propelling the South African insurance industry forward for the last 25 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values.

Our continued success can be attributed to OUTstanding employees who set the bar high with their energy and expertise. If you’re keen to grow your career in a vibrant environment with lots of friendly ‘gees’, this could be the career opportunity you’ve been looking for.

**Job Description**:
Our long term insurance and investment product offering has grown significantly over the years. We have now developed a Life and Investment face to face distribution channel, with custom made systems, processes and products.

To facilitate this model the position of OUTsurance Financial Advisor: Life and Investments has emerged.

The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio.

**Having sold the following Risk Benefits**:

- Life Cover
- Disability Cover
- Critical Illness Cover

**Having sold the following Investment Products**:

- Unit Trust Funds
- Retirement Annuities
- Discretionary / Voluntary Investments
- Endowments
- Tax Free Savings Accounts

**Qualifications**:

- Completed Matric or National Senior Certificate
- FAIS credits/Full Insurance Qualifications
- Regulatory Exam (RE5)
- Having completed the required CPD hours in line with your Product category

**Experience**
- Minimum of 4 years long term insurance face to face sales experience

**Essential**
- Must have your own reliable transport
- Valid SA driver’s license

Additional Information

**Responsibilities**:
Build your own Long term insurance and investment portfolio by:

- Being able to prospect for new clients through various means to ensure good pipeline of business. Own sourcing of new business.
- Effective communication with both internal stakeholders and clients (written and verbal).
- Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.
- Providing solutions to clients by selling OUTsurance long term insurance and investment products aligned to the needs of the client.
- Prospecting clients from within the OUTsurance group of companies for their life insurance and investment needs by utilising our existing client base.
- Providing on-going service and support to your individual client base (amendments, renewals etc.) Technology systems and support areas are in place to ensure the execution burden is made a small as practical.
- Retention of existing clients including renewal discussion in line with regulatory requirement.
- Keeping abreast with the long term insurance market changes and developments.
- Achieving/Exceeding targets consistently in line with management targets.
- Providing feedback to line management when requested to stay abreast of performance, client and market developments.
- Attending all weekly and ad-hoc team meetings.
- Working closely with internal stakeholders.
- Adhering to all quality standards and measures. Complying with all the necessary legislative and regulatory requirements.
- Being an ambassador for the brand by living our company values in all interactions with internal and external stakeholders

**Competencies**:

- Confident and enthusiastic self-starter who can take initiative
- Strong Numerical skills
- Must be able to work independently as well as part of a team
- Problem-solving skills
- Relationship management skills
- Presentation and facilitation skills
- Resilience - Ability to work well under pressure in dynamic environment
- Flexible and adaptable
- Influential, concise, rational and practical communicator
- Discretion, judgment and high levels of trust

In accordance with OUTsurance Life Insurance Company Ltd's Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

  • Outsurance Broker General Manager: Commercial Sales

    3 months ago

    Cape Town, South Africa OUTsurance Full time

    Company Description OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...

  • Outsurance Broker

    4 months ago

    Cape Town, South Africa OUTsurance Full time

    Company Description OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work...

  • Outsurance Short Term Broker

    4 months ago

    Cape Town, South Africa OUTsurance Full time

    **Company Description** OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst...

  • Financial Advisor

    3 weeks ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    About the RoleIGrow Wealth Investments, a leading property investment company, is seeking a dynamic and forward-thinking Financial Advisor to join our team.We are a company that values integrity, transparency, and ethical conduct. Our commitment to excellence drives us to continuously improve our processes and exceed expectations. We leverage technology and...

  • Financial Advisor Sales Western Cape

    4 weeks ago

    Cape Town, South Africa Innovative Financial Advisor Services Full time

    **Financial Advisor** **Sales Western Cape Role** - Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. - We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive...

  • Financial Advisor

    3 weeks ago

    Cape Town, South Africa IGrow Wealth Investments Full time

    **IGrow Group of Companies**, one of SA’s top property investment companies is seeking a dynamic and forward-thinking **Financial Advisor**. **IGrow Group of Companies **is one of the most sort after companies to work for as we are constantly driving to grow our staff to their full potential. We are guided by a steadfast commitment to integrity, ensuring...

  • Financial Advisor

    3 weeks ago

    Cape Town, South Africa iGrow Wealth Investments Full time

    IGrow Group of Companies, one of SA’s top property investment companies is seeking a dynamic and forward-thinking Financial Advisor. IGrow Group of Companies is one of the most sort after companies to work for as we are constantly driving to grow our staff to their full potential. We are guided by a steadfast commitment to integrity, ensuring transparency...

  • Financial Advisor

    3 weeks ago

    Cape Town, South Africa iGrow Wealth Investments Full time

    IGrow Group of Companies , one of SA’s top property investment companies is seeking a dynamic and forward-thinking Financial Advisor .  IGrow Group of Companies is one of the most sort after companies to work for as we are constantly driving to grow our staff to their full potential. We are guided by a steadfast commitment to integrity, ensuring...

  • Financial Advisor

    3 weeks ago

    Cape Town, South Africa IGrow Wealth Investments Full time

    IGrow Group of Companies, one of SA’s top property investment companies is seeking a dynamic and forward-thinking Financial Advisor. IGrow Group of Companies is one of the most sort after companies to work for as we are constantly driving to grow our staff to their full potential. We are guided by a steadfast commitment to integrity, ensuring transparency...

  • Financial Planner

    2 weeks ago

    Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    {"title": "Financial Advisor", "description": "Unlock Your Financial Potential with iGrow Wealth InvestmentsiGrow Wealth Investments, a leading property investment company in South Africa, is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals and...

  • Financial Planner

    7 days ago

    Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    Financial Advisor Job DescriptioniGrow Wealth Investments is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Client Consultation & Assessment: Meet with clients to understand their financial needs, goals, and risk tolerance....

  • Financial Advisor

    3 weeks ago

    Cape Town, South Africa IGrow Wealth Investments Full time

    IGrow Group of Companies, one of SA’s top property investment companies is seeking a dynamic and forward-thinking Financial Advisor. IGrow Group of Companies is one of the most sort after companies to work for as we are constantly driving to grow our staff to their full potential. We are guided by a steadfast commitment to integrity, ensuring transparency...

  • Financial Advisor

    3 months ago

    Cape Town, South Africa Financial Wealth Capital Full time

    **Job description** The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a...

  • Independent Financial Advisor

    4 months ago

    Cape Town, South Africa Numeral Financial Services Group Full time

    Location: East Rand, Nelspruit, Durban, Western-CapeWe are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.  Role...

  • Financial Advisor

    3 months ago

    Cape Town, South Africa Financial Wealth Capital Full time

    The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a good understanding of...

  • Financial Advisor Assistant

    3 months ago

    Cape Town, South Africa Kamo Placement Full time

    Western Cape, CPT - CBD - Annually Cost To Company (Market related, Negotiable) To deliver exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and service an existing Client base **JOB DESCRIPTION**- Screening of all other requirements relating to the financial transaction.- - Screening of confirmations of...

  • Paraplanner for An Investment Company

    4 months ago

    Cape Town, South Africa Belmar Personnel Full time

    The Paraplanner is a specialist role primarily responsible for producing the financial plan (estate liquidity and investment planning) to meet the clients needs. The Paraplanner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications. In addition, a thorough knowledge of product features,...

  • Financial Advisors

    3 months ago

    Cape Town, South Africa RMV Solutions Pty Ltd Full time

    **Job description** - Our client requires financial advisors with RE5 accreditation, sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs.**Key Duties, but not limited...

  • Financial Investment Analyst

    4 months ago

    Cape Town, South Africa CA Financial Appointments Full time

    Our client is seeking a Financial Investment Analyst for a 12 month contract. The ideal individual will be responsible for investments and investment related data, at an operational level for the business, preparation of management reports, provision of interpretation of financial data and predictive results. If you are a qualified CA(SA) with at least 2...

  • Financial Advisor

    4 months ago

    Cape Town, South Africa Metafin Financial Services Full time

    **Job Opportunity: Exceptional Financial Advisors Wanted in CPT!** Are you an outstanding financial advisor seeking an opportunity that perfectly aligns with your expertise and ambition? Look no further! At Metaf.in Financial Services, we are embarking on an exciting new venture with a strong focus on FINTECH. Join us on this incredible journey and...