Financial Advisor- Life
5 days ago
**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
- Strong selling and closing skills
- Target Driven
**Qualification and Experience**:
- 2 years long term insurance face to face sales experience / **3 years long term insurance call centre experience.**:
- Completed Matric or National Senior Certificate
- FAIS credits/Full Insurance Qualifications (depending on DOFA)
- RE5 (depending on DOFA)
- Must have your own reliable transport
- Valid code B driver’s license
- Clear criminal and credit record
**Responsibilities**:
- **Build your own insurance portfolio by prospecting for new clients through networking, Cold calling and door - door canvasing for new business and ensuring good pipeline of business.**:
- **Conduct a comprehensive risk evaluation for the client and provide sound financial. advice to clients.**:
- **Retention of existing business including renewal**:
- **Providing feedback to line management when requested**:
- **Attending all weekly and adhoc team meetings**
**Remuneration**:
- **Salary : R 23 106, plus commission, plus travel allowance, plus cell phone allowance, plus a laptop with 3G.**:
- **Medical Aid and Pension Fund.**
**Job Types**: Full-time, Permanent
**Salary**: R23,106.00 per month
Application Question(s):
- Do you have a vehicle?
**Education**:
- High School (matric) (required)
**Experience**:
- long term insurance face to face sales: 2 years (required)
- Prospecting for new business: 2 years (required)
- Cold Calling: 2 years (required)
- Life Insurance Sales: 2 years (required)
- Investment Products Sales: 2 years (required)
License/Certification:
- RE5 (required)
- FAIS CREDITS - HOW MANY DO YOU HAVE (required)
- DRIVERS LICENCE CODE B (required)
-
Stellenbosch, South Africa OUTsurance Full timeCompany 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...
-
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...
-
Financial Advisor
2 weeks ago
Stellenbosch, South Africa Locirite Pty Full timeIntroduction Are you a results-driven Financial Advisor who's passionate about empowering clients through expert financial guidance? Our client, a respected financial services provider based in Stellenbosch, is looking for a proactive and knowledgeable Financial Advisor to join their dynamic team. In this role, you'll play a pivotal part in building and...
-
Financial Advisor
3 weeks ago
Stellenbosch, South Africa Arvo Full timeJob Title Financial Advisor Company Description Our client is seeking a motivated and knowledgeable Financial Advisor to join their growing team. Job Summary The Financial Advisor will play a crucial role in advising clients on financial matters, conducting assessments of their financial situations, and recommending personalized solutions. Key...
-
Financial Advisor
4 days ago
Stellenbosch, South Africa MMI Holdings Ltd Full timeClosing Date: 2023/03/31 Reference Number: MMH Job Title : Financial Advisor - Boland Location : Western Cape, Stellenbosch / Worcester, South Africa (Remote opportunities not available) Introduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates,...
-
Experienced Paraplanner for Financial Advisors
2 weeks ago
Stellenbosch, South Africa Brenthurst Wealth Management Full timeA financial services company in Stellenbosch is seeking an experienced paraplanner to support their financial advisors. The ideal candidate will have at least 4 years of experience in a similar role, possess strong analytical skills, and demonstrate excellent communication abilities in English and Afrikaans. The position is full-time, requiring attention to...
-
Business Financial Advisor
1 day ago
Stellenbosch, South Africa FirstRand Full timeJob 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...
-
Client Accounting Advisor
4 weeks ago
Stellenbosch, South Africa CA Financial Appointments Full timeDynamic client accounting team operating in both the UK and SA, focused on building a strong team culture and making a positive impact are looking for a Client Accounting Advisor to join them. If you have a good base of monthly accounting for clients and would like to join a dynamic and people-centric team, then we want to hear from you! Why join this...
-
Wealth Administrator
2 weeks ago
Stellenbosch, South Africa Mont Blanc Financial Services Full timeOverview Mont Blanc is committed to delivering comprehensive and tailored insurance solutions to clients, with a strong emphasis on client satisfaction and innovative risk management. We are seeking a skilled and organized individual for our Stellenbosch Branch, to assist our Financial Advisors with the administration and preparation of financial planning...
-
Financial Analyst
3 weeks ago
Stellenbosch, South Africa AltGen South Africa Full timeAltGen is looking for a Financial Analyst to join a renewable energy company based in Stellenbosch. The role will provide financial modelling, investment analysis and transaction support to the developing and financing of a project. The role will also play a role in evaluating project economics, structuring debt and equity financing and providing support for...