Insurance Solutions Specialist
3 days ago
Ultra Personnel, a renowned Pharmaceutical, Insurance, and Engineering recruitment agency, seeks an experienced Insurance Solutions Specialist to join their team. This role is based in the KZN branch.
Duties & Responsibilities- With a minimum of 5 years' experience as a Broker Consultant/Life Insurance Agent, you will be responsible for leading the implementation of insurance solutions for clients.
- Possession of a CFP qualification is highly desirable, while RE5 is essential.
- You must have completed relevant class of business and product-specific training, ensuring compliance with FAIS regulations.
- Fully computer literate with xPlan experience being advantageous.
- Excellent communication skills are vital, enabling effective negotiation and persuasion of clients.
- A strong ability to identify and provide Life and Short-Term Insurance opportunities within client bases is crucial.
- Minimum 5 years' experience as a Broker Consultant/Life Insurance Agent.
- Preference given to candidates with a CFP qualification.
- RE5 is essential.
- Completed relevant class of business and product-specific training.
- FAIS compliant (continuous professional development).
- Completed supervision for long-term insurance categories.
- Ability to function at a strategic level whilst fulfilling operational responsibilities.
- Meet the FAIS honesty, integrity, and good standing requirements.
- Appropriate tertiary qualification (bachelor's degree in commerce, finance, investments preferable).
- Have a qualification recognized by the FSCA for FAIS purposes.
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