Financial Advisor

Responsibilities

• Increase market share and contribute to the overall business objectives and its long-term viability.
• Manage own development to increase own competencies.
• 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 the company'slong term insurance and investment products aligned to the needs of the client.
• Prospecting clients from within the organisation for their life insurance and funeral cover 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.

Qualifications and experience:

• Completed Matric or National Senior Certificate
• FAIS credits - 150
• Regulatory Exam (RE5)
• 2 - 3 years working experience within the long term insurance sector
• NQF level 4 or NQF level 5 in Wealth Management or Financial Planning

Skills and 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