Outsurance Financial Advisor: Life and Investments

2 weeks ago

Stellenbosch, South Africa OUTsurance 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 short term 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**:
Our long term insurance and investment product offering has grown significantly over the years. We have now developed a Life and Investment face to face distribution channel, with custom made systems, processes and products.

To facilitate this model the position of OUTsurance Financial Advisor: Life and Investments has emerged.

The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio.

**Qualifications**:

- Completed Matric or National Senior Certificate
- FAIS credits/Full Insurance Qualifications
- Regulatory Exam (RE5)
- Having completed the required CPD hours in line with your Product category
**Experience**
- Minimum of 2 years long term insurance face to face sales experience
**Essential**
- Must have your own reliable transport
- Valid SA driver’s license

Additional Information**

**Responsibilities**:
**- Build your own Long term insurance and investment portfolio by:

- Being able to prospect for new clients through various means to ensure good pipeline of business. Own sourcing of new business.
- Effective communication with both internal stakeholders and clients (written and verbal).
- Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.
- Providing solutions to clients by selling OUTsurance long term insurance and investment products aligned to the needs of the client.
- Prospecting clients from within the OUTsurance group of companies for their life insurance and investment needs by utilising our existing client base.
- Providing on-going service and support to your individual client base (amendments, renewals etc.) Technology systems and support areas are in place to ensure the execution burden is made a small as practical.
- Retention of existing clients including renewal discussion in line with regulatory requirement.
- Keeping abreast with the long term insurance market changes and developments.
- Achieving/Exceeding targets consistently in line with management targets.
- Providing feedback to line management when requested to stay abreast of performance, client and market developments.
- Attending all weekly and ad-hoc team meetings.
- Working closely with internal stakeholders.
- Adhering to all quality standards and measures. Complying with all the necessary legislative and regulatory requirements.
- Being an ambassador for the brand by living our company values in all interactions with internal and external stakeholders.
**Competencies**:

- Confident and enthusiastic self-starter who can take initiative
- Strong Numerical skills
- Must be able to work independently as well as part of a team
- Problem-solving skills
- Relationship management skills
- Presentation and facilitation skills
- Resilience - Ability to work well under pressure in dynamic environment
- Flexible and adaptable
- Influential, concise, rational and practical communicator
- Discretion, judgment and high levels of trust
**Why Join us? We offer the following benefits**:

- Lucrative basic plus commission
- A possible six-monthly bonus
- A company laptop with 3G
- A petrol card
- A company cell phone
- A hot desk and administration support.
- Access to quality leads

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

  • Outsurance Financial Advisor: Life and Investments

    2 weeks ago

    Stellenbosch, South Africa SCRUFF 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...

  • Outsurance Broker General Manager: Commercial Sales

    5 days ago

    Stellenbosch, South Africa OUTsurance 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...

  • Outsurance Short Term Broker

    1 day ago

    Stellenbosch, South Africa OUTsurance Full time

    **Company Description** OUTsurance is a customer-centric financial services company with a global foot print. 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...

  • Financial Advisor- Life

    3 days ago

    Stellenbosch, South Africa Restore Human Capital Full time

    **Use your previous experience in Life and investment products to be part of this amazing organization**: This position is within the Face to Face Distribution Channel. **The key responsibility is to grow and develop the long term insurance portfolio.** **The key outputs for this role are as follows**: - New Business sales - High level performance -...

  • Broker (Stellenbosch)

    3 weeks ago

    Stellenbosch, Western Cape, South Africa Outsurance Full time

    OUTsurance Broker (Stellenbosch)OUTsurance has been propelling the South African insurance industry forward for the last 27 years. As leaders in the field, we're always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to outstanding employees who set the bar...

  • Broker (Stellenbosch)

    4 days ago

    Stellenbosch, Western Cape, South Africa OUTsurance Full time

    OUTsurance Broker (Stellenbosch) OUTsurance has been propelling the South African insurance industry forward for the last 27 years. As leaders in the field, we're always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to outstanding employees who set the...

  • Financial Advisor

    6 days ago

    Stellenbosch, South Africa Audas Bement Oakmont (Pty) Ltd Full time

    **Company Description** Sanlam, Africa's insurance giant, is dedicated to helping individuals achieve financial confidence. With a commitment to open conversations about finances, Sanlam provides a range of insurance and investment solutions to empower people in their financial journey. The company is located in Cape Town and offers on-site opportunities...

  • Senior Financial Advisor

    2 weeks ago

    Stellenbosch, Western Cape, South Africa BGR Alluvium Full time

    BGR Alluvium Incorporated is seeking an experienced Senior Financial Advisor to join their team of professionals.The successful candidate will be responsible for managing the tax department, providing expert advice and assistance to clients on all financial matters, and ensuring compliance with relevant financial regulations.Key Responsibilities:Financial...

  • Holistic Financial Advisor

    7 days ago

    Stellenbosch, Western Cape, South Africa Pps Recruitment Full time

    Job DescriptionWe are seeking a highly skilled and motivated individual to join our team as a Financial Advisor. The successful candidate will be responsible for providing professional financial services to clients, including risk insurance, savings, and investments.The ideal candidate will have a strong background in financial planning, with experience in...

  • Financial Advisor Assistant

    5 days ago

    Stellenbosch, Western Cape, South Africa Arvo Full time

    Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients are looking for a motivated and detail-oriented individual to join our team as a Financial Advisor Assistant, in Stellenbosch.Key Responsibilities:- Assist in preparing financial plans, reports, and...

  • Business Financial Advisor

    3 hours ago

    Stellenbosch, South Africa FirstRand Full time

    Job Description To provide appropriate risk and investment advice for clients, adhering to FAIS compliance requirements, within the bank Premium Advisory Sales and Product mandates, advice philosophy and targets. Hello Future, Business Financial Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and...

  • Professional Financial Advisor

    2 weeks ago

    Stellenbosch, Western Cape, South Africa PPS Recruitment Full time

    Company Overview:PPS Recruitment is a respected leader in the financial services industry, driven by a passion for empowering individuals and businesses to succeed. Our team of experts is dedicated to delivering exceptional advice and solutions that cater to the unique needs of our clients.Salary:We offer a generous salary package that recognizes your value...

  • Financial Advisor

    4 days ago

    Stellenbosch, Western Cape, South Africa Veblen Director Programme Full time

    We are currently seeking a senior finance professional to join our Veblen Director Programme as an Executive Advisory Board Member.This is an excellent opportunity for experienced professionals to share their expertise and contribute to the growth and success of our organization.Key Responsibilities:Developing financial plans to optimize resource...

  • Investment Portfolio Coordinator

    5 days ago

    Stellenbosch, Western Cape, South Africa Exceed HR and Recruitment Full time

    **Job Overview:**Exceed HR and Recruitment is a leading recruitment agency specializing in placing top talent in the financial services industry. We are seeking a highly motivated and experienced Investment Portfolio Coordinator to join our team.The successful candidate will be responsible for assisting and supporting our Wealth Adviser in managing client...

  • Wealth Advisor

    4 weeks ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients.Key Responsibilities:Develop a portfolio of high-net-worth clients through...

  • Senior Financial Data Analyst

    4 days ago

    Stellenbosch, South Africa MSCI Inc Full time

    **Data Operations**: Bring clarity to our clients’ investment decisions by collecting, processing and distributing industry-leading data. Your team responsibilities In this role you will be responsible for the identification, aggregation and reporting of private equity fund transactional data as well as private company characteristics and financial...

  • Financial Manager

    7 days ago

    Stellenbosch, Western Cape, South Africa Merand Corbett & Associates Full time

    Key Responsibilities: 1. Strategic Financial Planning: - Develop and implement long-term financial plans in alignment with the school's strategic goals. - Provide financial analysis and insights to support decision-making at all school governance levels. 2. Budget Management: - Oversee the preparation and management of the annual budget. - Prepare &...

  • Corporate Financial Advisor

    4 days ago

    Stellenbosch, Western Cape, South Africa Veblen Director Programme Full time

    The Veblen Director Programme invites applications from experienced finance professionals to join our team as an Executive Advisory Board Member.This is a unique chance for senior finance professionals to share their expertise and contribute to the growth and success of our organization.Main Accountabilities:Developing and executing financial strategies to...

  • Financial Data Analyst

    4 days ago

    Stellenbosch, South Africa MSCI Inc Full time

    **Data Operations**: Bring clarity to our clients’ investment decisions by collecting, processing and distributing industry-leading data. Your team responsibilities Private Capital Solutions Data Operations is responsible for the aggregation, structuring and quality assurance of all private capital data in support of our portfolio risk and performance...

  • Wealth Advisor

    7 days ago

    Stellenbosch, South Africa Secondments Recruitment Full time

    **Job Advert Summary**: The company Financial Advisory Services is looking for a salaried Wealth Advisor / Representative to acquire and manage a portfolio of high-net-worth clients. **Minimum Requirements**: SKILLS/PERSONAL ATTRIBUTES REQUIRED - Matric - Preference to Certified Financial Planner (CFP) designation/qualification - Minimum 5 years investment...