Long-term Insurance Specialist

6 days ago


Johannesburg, Gauteng, South Africa Oxyon Human Capital Solutions Full time
Job Overview

We are seeking a highly motivated and experienced Long-term Insurance Specialist to join our team, specializing in financial planning. The ideal candidate will have a strong background in long-term insurance and be passionate about helping clients achieve financial security.

In this role, you will be responsible for advising clients on their long-term insurance needs, providing customized financial solutions, and ensuring compliance with regulatory requirements.

Main Responsibilities:
  • Expert Advice: Provide expert advice on long-term insurance products, including life, disability, critical illness, and retirement planning.
  • Client Portfolio Management: Build and maintain a client portfolio, proactively managing client relationships and ensuring high levels of customer satisfaction.
  • Needs Analysis: Conduct needs analysis to determine the most suitable long-term insurance solutions for clients.
  • Sales Performance: Achieve sales targets and drive new business opportunities by prospecting and generating leads.
  • Regulatory Compliance: Ensure compliance with regulatory requirements, including FAIS, FICA, and other relevant legislation.

Requirements:

Experience: At least 2 years of experience in the long-term insurance industry.

Qualifications: RE5 (Representative Examination) certification is required. NQF Level 4 or equivalent (preferable).

Skills: Strong understanding of long-term insurance products, excellent communication and interpersonal skills, proven track record of achieving sales targets, strong customer service orientation, ability to work independently and as part of a team.

Technical Skills: Proficient in Microsoft Office Suite (Word, Excel, Outlook). Experience with CRM systems and sales tools is an advantage.



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