Life Insurance Advisor

4 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

  • Medical Aid Insurance Advisor

    4 months ago

    Alberton, South Africa Hill Appointments Full time

    Medical Aid 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 If you're passionate about sales, client relationships, and providing expert financial advice, we want to hear from...

  • Parra Planner Insurance and Investments

    7 months ago

    Alberton, South Africa Featherway Recruiting Full time

    Remuneration: R18 000> & Incentives **Requirements**: NQF 5 qualification RE5 Discovery paraplanning experience an absolute must The Employee is responsible for, but not limited to the following tasks: 1. Extracting all information from new business file provided by the broker and inserting information into Discovery Smart advice, with the view of...

  • Floor Customer Advisor

    8 months ago

    Alberton, South Africa Jonsson Workwear Full time

    Our depot personify our vision and drive in providing our customers with a brilliant experience. Every detail is designed with the utmost care and attention and our people are driven to create solutions for peak performance and a better life. Our Floor Customer Advisors are obsessed with serving our customers brilliantly and connecting them to our unique...

  • Call Centre Consultant

    17 hours ago

    Alberton, South Africa CareerCare-SA Full time

    **Alberton - Gauteng - Positions available for Call Centre Consultant - Insurance - plus the possibility to grow a career to become a Holistic Financial Advisor.** **Call center experience required.** Basic Salary: - First month during training R10 000 - Second month during training R8000.00 - Thereafter R6000 pm as a basic salary - Intensive training...

  • Financial Advisors

    3 months ago

    Alberton, South Africa Pro Tem Recruitment Full time

    Job Spec_Financial Adviser_Short Term_(Commission based) Alberton and HeidelbergYou will provide comprehensive financial planning, from estate and business insurance to medical aid and/or short-term insurance. With a focus on client relationships and industry knowledge, you will help secure your clients' financial futures. What We Offer:- Competitive...

  • Financial Advisors

    3 months ago

    Alberton, South Africa Pro Tem Recruitment Full time

    Job Spec_Financial Adviser_Short Term_(Commission based) Alberton and Heidelberg You will provide comprehensive financial planning, from estate and business insurance to medical aid and/or short-term insurance. With a focus on client relationships and industry knowledge, you will help secure your clients' financial futures.   What We Offer: -...

  • Certified Financial Planner

    1 week ago

    Alberton, South Africa Perfect Placement Solutions Full time

    Position: Certified Financial Planner MUST HAVES: Qualifications: Relevant degree or post graduate diploma in Financial Planning. A CFP (Certified Financial Planner) would be the ideal/preferential. Must have more than R200mil. assets under advice. Must have at least 5 years’ experience in rendering advice in terms of investments, life insurance,...

  • Certified Financial Planner

    1 week ago

    Alberton, South Africa Perfect Placement Solutions Full time

    Position: Certified Financial Planner (Senior) Area: Alberton MUST HAVES: Qualifications: Relevant degree or post graduate diploma in Financial Planning. A CFP (Certified Financial Planner) would be the ideal/preferential. Must have more than R200mil. assets under advice. Must have at least 5 years’ experience in rendering advice in terms of...

  • Forecast and MRP Planner

    7 months ago

    Alberton, South Africa PPG Full time

    ***: Verifying quantity to order against OPS plan before MRP is run - must be right before MRP - Procurement to take MRP seriously. Analyzing stock depletion qty’s on new product introductions Understand stock situation - optimize min stock levels on PCBAs. **Areas of Responsibility / Tasks**: **Forecast and MRP**: - Preparation of the forecast by...