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 things, to the outstanding people that work for us.

OUTsurance is a formidable player in the insurance market. As a values-based organisation we take our reputation for awesome service and innovation seriously and strive for excellence in all we do.

**Job Description**:
**Overview and Purpose of the Role**:
Our business product offering has grown significantly over the years which has led to the development of the face to face distribution channel for the Life and Investment business. To facilitate this model the position of OUT Financial Advisor (Face to Face) has emerged.
The incumbent of this newly created position will be responsible for growing and developing the long term insurance portfolio.
The key outputs for this role are as follows:

- New Business sales
- High level performance
- Strong selling and closing skills
- Target Driven

The OUT Financial Advisor: Face to Face Distribution must align themselves with the OUTsurance culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.

**Qualifications**:

- _ Completed Matric or National Senior Certificate _**_Non -negotiable_**:

- _ FAIS credits/Full Insurance Qualifications Depending on DOFA_
- _ Regulatory Exam (RE5) _**_Non -negotiable_**:

- _ Having completed the required CPD hours in line with your Product category _**_Negotiable_**

**Experience**
- 2 - 4 years relevant Long Term Insurance Experience (Face to Face) Non -negotiable

**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

**Essential**
- Must have your own reliable transport
- Valid SA driver’s license

**Responsibilities**:

- Build your own insurance portfolio by:

- Being able to prospect for new clients through networking, Cold calling and door - door canvasing for new business and ensuring good pipeline of business
- Effective communication with both internal stakeholders and clients
- Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients
- Providing solutions to clients by selling OUTsurance long term products aligned to the needs of the client.
- Drafting, tracking and measurement of your personal business plan
- Providing on-going service and support to your individual client base (amendments, renewals, claims etc.).
- Retention of existing business including renewal discussion in line with FAIS
- Keeping abreast with the long term insurance market changes and developments.
- Achieving/Exceeding targets consistently
- Providing feedback to line management when requested
- Attending all weekly and adhoc team meetings
- Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying
- Adhering to all quality standards and measures in place

**Competencies**:

- Self-starter
- Communication (verbal and written) in English.

Additional Information

In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

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