Salaried Financial Advisor
6 months ago
Our international client within the Financial Services Sector is looking to appoint qualified Financial Advisors / Risk Advisors for their branches in South Africa. To become part of a premier general insurance broker network and notable ASX top 100 company, we encourage you to apply. After a 12 Month mentorship programme, there can be possible immigration opportunities to Sydney, Australia.
- **Position Summary**:
- As a Risk Advisor / Financial Advisor, you are responsible for providing comprehensive, compliant and ethical advice whilst meeting the specific needs of our clients and helping them secure their financial well-being not only when they join the business, but throughout their client tenure.
- Your responsibilities encompass generating new business, ensuring client retention, and building robust referral partner networks
- **Skills and Qualifications**:
- BCom Financial Planning / Higher Certificate in Financial Planning / other suitable Qualification
- Regulatory Examination 5
- FAIS
- FICA
- Valid Drivers License
- Proven experience in Life Insurance advice and a successful track record of exceeding targets
- Strong knowledge of Life Insurance products, underwriting guidelines, and industry regulations
- Excellent communication, interpersonal, and negotiation skills
- Proficiency in using relevant software and tools for financial planning and customer relationship management
- **Key Responsibilities**:
- Providing quality advice
- New business generation
- Client Retention
- Managing referral partner relationships
- Individual Contribution
- Team Contribution
- **Please Note**:
**Education**:
- Bachelors (required)
**Experience**:
- Life Insurance: 4 years (required)
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