Life Insurance Broker

4 days ago

Umhlanga, KwaZulu-Natal, South Africa Catch Full time R250 000 - R500 000 per year

Offers will also be considered in accordance with the candidate's current salary, working experience, qualifications and skill sets.
- Commission will be offered on new business sales only.
- Commission is paid once off and based on commission received as the broker/intermediary from the insurance company.
- No benefits such as petrol or travel allowance, medical aid or pension.

Minimum requirements:
Minimum Matric with Tertiary Education in Finance related field Non-Negotiable (NQF5: Wealth Management/ BCom)

• RE5 Non-Negotiable

• Relevant Class of Business's in place

• Fit and Proper

• Minimum 3 Years in Financial Planning Role

• Excellent command of Microsoft Excel or related software

• Experience in working with Professionals and High Net worth clients.

• Previous Book not a requirement

• Driver's License and Own Vehicle non-negotiable

Responsibilities:

• Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings.

• Prospect and obtain new clients in the market to add to its already extensive book

• Provide financial products and services in a professional manner, building rapport and confidence with the clients.

• Work with various FSPs and internal departments and communicate effectively and efficiently in resolving concerns or queries.

• Maintain ongoing communication with clients

• Develop comprehensive financial plans tailored to individual client

• Provide advice on investment strategies, retirement planning, estate planning and tax optimization

• Stay informed about market trends and economic developments

• Assess clients' risk tolerance and recommend appropriate risk management strategies

• Provide advice on Investment and Risk Products.
Identify opportunities for cross-selling and upselling financial services

• Network with professionals, attend industry events, and participate in marketing initiatives

• Ensure compliance with industry regulations and ethical standards.

• Maintain accurate records and documentation.

• Stay updated on changes in financial laws and regulations.

• Prepare regular reports for management and clients.

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