Qualifications : 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
2 3 years relevant Long Term Insurance Experience
Having sold the following Risk Benefits :
Critical Illness Cover
Having sold the following Investment Products :
Unit Trust Funds
Discretionary / Voluntary Investments
Tax Free Savings Accounts
Must have your own reliable transport
Valid SA driver’s license
Studying towards or having a Post Graduate Diploma in Financial Planning / CFP®
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.
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
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