Careers at OUTsurance – OUTsurance Financial Advisor

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.

Job 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.

Job Requirements:

• Completed Matric or National Senior Certificate (non-negotiable)
• FAIS credits/Full Insurance Qualifications
• Regulatory Exam (RE5) (non-negotiable)
• Having completed the required CPD hours in line with your Product category.
• Minimum of 2-3 years long term insurance face to face sales experience
• Must have your own reliable transport
• Valid SA driver’s license
• Studying towards or having a Post Graduate Diploma in Financial Planning / CFP®

Job Details:

Company: OUTsurance

Vacancy Type:  Full Time

Job Location: Centurion

Application Deadline: N/A

Apply Here

jobstrivia.xyz