Sales Consultant (Life & Investments)
Isilumko Staffing
Johannesburg, Gauteng, ZA
21h ago

Qualifications : Non-negotiable

Non-negotiable

  • Completed Matric or National Senior Certificate
  • FAIS credits / Full Insurance Qualifications
  • Regulatory Exam (RE5)
  • Having completed the required CPD hours in line with your Product category
  • Experience

  • 2 3 years relevant Long Term Insurance Experience
  • Having sold the following Risk Benefits :

  • Life Cover
  • Disability Cover
  • Critical Illness Cover
  • Having sold the following Investment Products :

  • Unit Trust Funds
  • Retirement Annuities
  • Discretionary / Voluntary Investments
  • Endowments
  • Tax Free Savings Accounts
  • Essential

  • Must have your own reliable transport
  • Valid SA driver’s license
  • Advantageous

  • Studying towards or having a Post Graduate Diploma in Financial Planning / CFP®
  • Additional Information

    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.
  • Being an ambassador for the brand by living our company values in all interactions with internal and external stakeholders.
  • 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
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