Financial Advisor | CT
The Recruitment Council
CapeTown, South Africa
6d ago
source : Job Placements

The successful candidate of this newly created position will be responsible for growing and developing the business insurance portfolio.

The key outputs for this role are as follows :

  • New Business sales
  • Client service and management
  • High level performance
  • This Commercial Advisor : Face to Face Distribution must align themselves with the culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.
  • Qualification and Experience :

    Essential :

  • Completed Matric or National Senior Certificate
  • 60 FAIS credits / Full Insurance Qualifications (depending on Dofa)
  • For applicants that have been working in a financial services industry prior to December
  • 2010
  • Applicants without prior financial services sales experience
  • will not be prejudiced by this requirement.
  • If you worked in the financial services industry prior to December 2011, selling and
  • providing
  • financial advice to clients. You would need to have completed the 30 FAIS credits
  • necessary for
  • personal lines or 60 FAIS credits for commercial insurance
  • Requirements :

  • Must have your own reliable transport
  • Valid code B drivers license
  • 2 years insurance external sales experience
  • Responsibilities :

  • Build your own insurance portfolio by :
  • Being able to prospect for new clients through networking, Cold calling and door
  • door canvasing for new business
  • Effective communication with both internal stakeholders and clients.
  • Conduct a comprehensive risk evaluation for the client.
  • Providing solutions to clients by selling short term products aligned to the needs of the client.
  • Drafting, tracking and measurement of your personal business plan.
  • Providing on-going service and support to your individual client base (amendments,
  • renewals, claims etc.).
  • Retention of existing business including renewal discussion in line with FAIS
  • Developing internal / external relationships with clients.
  • Continuous building of your client base hence securing future income.
  • Keeping abreast with the commercial insurance market changes and developments.
  • Achieving / Exceeding targets consistently
  • Providing feedback to line management when requested.
  • Attending all weekly and adhoc team meetings.
  • Working closely with internal stakeholders that is, underwriting / actuarial, claims as
  • well as surveying.
  • Adhering to all quality standards and measures in place.
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