Career in Financial Services

4 days ago


Cape Town, Western Cape, South Africa Future Careers Full time

Future Careers is a leading provider of insurance solutions to individuals and businesses. We are seeking a highly skilled Senior Life Insurance Consultant to join our team.

About the Role

This is an excellent opportunity for a motivated individual to build a rewarding career in life insurance. The successful candidate will play a crucial role in helping clients achieve their financial goals through expert advice and guidance.

Key Responsibilities
  1. Conduct thorough financial needs analysis for clients to understand their objectives and aspirations.
  2. Develop and implement customised financial plans to meet clients' short and long-term goals.
  3. Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
  4. Build and maintain strong relationships with clients through proactive communication and exceptional service.
  5. Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
  6. Collaborate with colleagues to achieve collective goals and contribute to the overall success of the organisation.
Requirements
  1. Matric certification.
  2. A reliable vehicle.
  3. RE5 + Full FAIS credits (or nearly completed credits).
  4. At least 2 years (and currently doing) field sales experience.
  5. At least 2 years (and currently selling) Long-Term Insurance.


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