Financial Advisor Short Term

2 weeks ago

Cape Town, South Africa Staff Concepts Full time

**Role Purpose**

Financial Advisor who are are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the client. Financial Advisors advise primarily on motor and household domestic insurance. **Face to Face sales**

**Experience and Qualifications**
- Matric/Grade 12
- FAIS Credits (120)
- FAIS Regulatory examination for Representatives (RE5)
- 12 CPD (continuous professional development) points
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- Call center agents not preferred unless they have a minimum of 5 years' experience
- All required regulatory exams and accreditation
- One year's proof of commission earnings (minimum R10 000.00 pm)

**We're looking for someone with**
- Thorough understanding of the short-term insurance industry and products
- Thorough understanding of business principles
- Interpersonal Skills
- Ability to handle conflict
- Negotiation skills
- Problem solving skills

**Responsibilities and work outputs**
- Source sufficient lead generating opportunities to ensure client quotes per week and 35 per month minimum
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
- Sign up a minimum of 5 active lead referral agents
- Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
- Keep up to date and fully informed on product comparisons with opposition products
- Stay abreast of the client product changes and enhancements
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
- Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
- Maintain the required dress code and professional appearance

Application Question(s):

- Do you have RE5 and 120 FAIS Credits
- Do you have your own vehicle
- How long have you worked in the insurance industry

Work Location: In person

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