Short Term Insurance Sales Rep
The Recruitment Council
Durban, South Africa
2d ago
source : Job Placements

Do you aspire working in a dynamic fast-paced & culture where the fantastic opportunity to develop and grow a long term career readily exists?

People who have a passion for the Financial Services industry and who aspire to be leaders in their profession should apply for this role.

Character & Personality Traits for this Role :

Knowledgeable

Professional individuals who possess a high level of communication

Resilient

Undeniable Work Ethic

High level of professionalism and confidentiality

Self-managed

Wealth Specialists / Sales Professional and are able to thrive in a dynamic, fast-paced environment to provide customized financial planning for high net worth clients.

Technical Skills :

Advanced communication (English business language)

Analytical thinking

Achievement orientation

Enterprising potential

Stress tolerance

QUALIFICATIONS REQUIRED FOR ROLE :

  • Grade 12 (Matric)
  • min 120 credits NQF 5 / 6

  • 2 -5 years of Financial Advisory experience
  • Understanding of the financial planning process
  • High level of technical knowledge
  • Excellent computer skills
  • Information gathering and monitoring
  • Able to relate and interact with all levels of clients and advisors
  • Attention to detail & Analytical
  • Analytical thinking
  • Excellent organizational & Time management skills
  • Goal & Achievement Orientated
  • High stress tolerance
  • Main Responsibilities :

    Attending client meetings

    Protect, secure and grow clients'''''''' wealth by providing independent, expert offshore financial advice, retirement planning, estate planning and tax planning

    Assessing client needs by conducting in-depth financial needs analysis

    Executing highly customized solutions to meet clients financial needs

    Regular servicing of clients

    Sourcing prospective clients and referrals

    Meeting activity and sales targets

    Reviewing and responding to clients changing needs and financial circumstance

    Report this job
    checkmark

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    Apply
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Continue
    Application form