Insurance Solutions Specialist

3 days ago


Durban, KwaZulu-Natal, South Africa Ultra Personnel : Pharmaceutical, Insurance, Engineering Full time
Job Overview

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.
Requirements
  • 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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