Life Insurance Advisor

3 months ago

Alberton, South Africa Hill Appointments Full time

**Life Insurance Financial Advisor**

**Salary**: R15,000 - R20,000 CTC per month + Split Commission

**Location**: Alberton GP

Hill Appointment Staff Recruitment is partnering with a leading financial services firm to find experienced and driven **Life Insurance Financial Advisors**. If you're passionate about sales, client relationships, and providing expert financial advice, we want to hear from you

**Company Benefits**:
1. Full administrative support to assist with paperwork and back-office tasks.

2. Business travel allowance.

3. Medical aid subsidy.

4. Pension and group fund contribution.

**Key Responsibilities**:

- Selling life insurance policies to new and existing clients, using an orphan policy database.
- Achieving a monthly new business target of R80,000.
- Conducting annual reviews of client financial portfolios.
- Ensuring compliance with FAIS/FICA regulations and providing necessary documentation to clients.
- Prospecting and generating referrals to expand your client base.
- Meeting clients after hours, if necessary, to conclude business.
- Referring potential leads to colleagues in other departments.
- Completing CPD training annually and staying up-to-date with product knowledge.
- Providing sound financial advice and solutions based on client needs.
- Preparing financial reports and presentations for clients.

**Requirements**:
1. Matric or equivalent qualification.

2. FSCA-approved qualification.

3. Meet FSCA requirements based on DOFA date.

4. NQF 4 or 5 in short-term insurance, depending on services rendered.

5. RE5 Certification.

6. Signed off from supervision.

7. Minimum 5 years' experience as a financial advisor.

8. Strong business, social, and personal networks.

9. Current CPD credits for the year.

10. Clean criminal record and willingness to undergo an ITC check.

11. South African Citizen with valid ID.

12. Driver’s License (Code 8 / E / EB).

13. Own reliable vehicle.

14. Own cell phone.

This role offers a guaranteed income with a competitive split commission structure and the opportunity to grow your career in a dynamic environment.

**How to Apply**:
Pay: R15 000,00 - R20 000,00 per month

**Experience**:

- financial advisor: 3 years (required)

License/Certification:

- FSCA-approved qualification (required)
- NQF 4 or 5 in short-term insurance (required)
- RE5 Certification. (required)

Application Deadline: 2024/09/13

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