OUTsurance Financial Advisor: Life and Investments
Centurion, Gauteng, ZA
8h ago
source : Careers24

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. *Qualifications : *

  • Completed Matric or National Senior Certificate *( Non-negotiable)*
  • FAIS credits / Full Insurance Qualifications *(depending on DOFA)*
  • Regulatory Exam (RE5) *(depending on DOFA)*
  • Having completed the required CPD hours in line with your Product category *Non-negotiable - Experience*
  • 2 4 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 drivers license *Advantageous*
  • Studying towards or having a Post Graduate Diploma in Financial Planning / CFP®
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