Insurance Broker

3 days ago


Johannesburg, South Africa Max Recruitment Full time

Position**:Insurance Broker**

Location: Johannesburg

**Remuneration and Benefits**:

- 100% Comm Only if vested advisor
- Vesting Bonuses
- 13th Cheque / production bonus 6-8% of annual commission
- Training Allowance of R24 000 paid upfront or over a 2-month period only
- Technology Loan of R16000 to purchase a laptop/printer to equip you to work
- No desk or admin fees (free WIFI / printing / telephones, office based only)
- Opportunity to build your own unit of Advisors and earn a profit of them
- Client will pay for further studies INDUSTRY RELATED ONLY (Wealth Management / CFP)
- Group Life / Pension Fund and Income Protection / Spouse Benefits including Life Cover / Funeral Plan is Cost to Company (Off Payroll)

**Qualifications**:

- Grade 12 or equivalent
- RE Certificate **definite advantage**
- FAIS credits on NQF 5 or working towards a recognised qualification (Wealth Management) definite advantage
- Driver’s license and own vehicle Experience:

- Previous experience within the Financial Services Industry and/or Sales environment will be an added advantage

**Minimum Job Requirements**:

- Establish long-term relationships with clients
- Financial planning for clients
- Focus on identifying client needs and then offer suitable financial solutions
- Provide excellent service orientation and frequent contact with clients

**Reporting Line**:
Authorised Principal: Our Client provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Our Client is looking for experienced life and investment financial planners to be based in its Johannesburg, Durban and Cape Town Offices.

**Our client offers the following**:

- Provision of office space and full infrastructure for financial planners
- Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
- Access to business coaching and client advice support
- Assistance with practice management
- Training support, i.e. technical and soft skills training
- Access to an effective leads system
- Financial support
- Support with succession planning

**Competencies**:

- Computer literate
- Build excellent client relationships/service orientation
- Entrepreneurial/Business orientation
- Self-discipline
- Ability to work in an organized manner
- Self-confidence
- Drive/performance orientation
- Interpersonal skills
- Communication/presentation skills

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Ability to commute/relocate:

- Johannesburg, Gauteng: Reliably commute or planning to relocate before starting work (required)

**Education**:

- High School (matric) (required)

**Experience**:

- Insurance Broker: 2 years (required)

License/Certification:

- Code 8 (required)


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