See more Collapse

Outsurance Financial Advisor: Life and Investments

1 month ago

Centurion, 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.

We have other current jobs related to this field that you can find below

  • Out Financial Advisor: Life and Investments

    4 weeks ago

    Centurion, South Africa OUTLife 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 other...

  • Outsurance Broker

    3 weeks ago

    Centurion, South Africa OUTsurance 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...

  • Outsurance Broker

    2 weeks ago

    Centurion, Gauteng, South Africa OUTsurance Full time

    Company DescriptionOUTsurance 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...

  • Outsurance Broker

    1 week ago

    Centurion, South Africa OUTsurance Full time

    **Company Description** OUTsurance has been propelling the South African insurance industry forward for the last 26 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

    2 weeks ago

    Centurion, South Africa OUTsurance Full time

    **Company Description** OUTsurance has been propelling the South African insurance industry forward for the last 26 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

    2 weeks ago

    Centurion, Gauteng, South Africa OUTsurance Full time

    Company DescriptionOUTsurance has been propelling the South African insurance industry forward for the last 26 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...

  • Retentions Advisor

    2 weeks ago

    Centurion, South Africa OUTsurance Full time

    **Company Description** OUTsurance has been propelling the South African insurance industry forward for the last 26 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...

  • Pet Client Care/ Retention Advisor

    3 days ago

    Centurion, South Africa OUTsurance Full time

    **Company Description** OUTsurance is a world-class profit orientated short-term & life insurer. You always get something OUT, in that we are vibrant, successful and values orientated with an awesome dynamic culture. Our success can be attributed to the OUTstanding people that work for us. **Job Description** Responsibilities** - Our retention advisors are...

  • Outsurance Broker

    2 weeks ago

    Centurion, Gauteng, South Africa OUTsurance Full time

    Company DescriptionOUTsurance 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 other...

  • Sales Inbound Advisor

    1 week ago

    Centurion, 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: Face to Face Distribution

    3 days ago

    Centurion, South Africa OUTsurance Full time

    **Company Description** OUTsurance has been propelling the South African insurance industry forward for the last 26 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...

  • Retentions Advisor

    4 weeks ago

    Centurion, 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...

  • Retentions Advisor

    2 weeks ago

    Centurion, Gauteng, South Africa OUTsurance Full time

    Job DescriptionOur retention advisors are responsible for handling difficult calls. It is their responsibility to retain clients and make sure these clients remain part of the OUTsurance family.Dealing with client queries and complaints on all levels in a competent, efficient and professional way, in accordance with the quality standards that are in place...

  • Retentions Advisor

    4 weeks ago

    Centurion, South Africa OUTsurance Full time

    Job DescriptionOur retention advisors are responsible for handling difficult calls. It is their responsibility to retain clients and make sure these clients remain part of the OUTsurance family.Dealing with client queries and complaints on all levels in a competent, efficient and professional way, in accordance with the quality standards that are in place...

  • Pet Client Care/ Retention Advisor

    2 weeks ago

    Centurion, Gauteng, South Africa OUTsurance Full time

    Company DescriptionOUTsurance is a world-class profit orientated short-term & life insurer. You always get something OUT, in that we are vibrant, successful and values orientated with an awesome dynamic culture. Our success can be attributed to the OUTstanding people that work for us.Job Description:Responsibilities Our retention advisors are responsible for...

  • Retentions Advisor

    2 weeks ago

    Centurion, Gauteng, South Africa OUTsurance Full time

    Company DescriptionOUTsurance 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 with...

  • Retentions Advisor

    3 weeks ago

    Centurion, South Africa OUTsurance 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...

  • Retention Advisor

    2 days ago

    Centurion, South Africa OUTsurance Full time

    Job DescriptionOur retention advisors are responsible for handling difficult calls. It is their responsibility to retain clients and make sure these clients remain part of the OUTsurance family.Dealing with client queries and complaints on all levels in a competent, efficient and professional way, in accordance with the quality standards that are in place...

  • Internet Sales Advisor

    4 weeks ago

    Centurion, 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...

  • Life Sales Advisor

    2 weeks ago

    Centurion, South Africa OUTLife 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...