OUTsurance Jobs – Financial Advisor

Website OUTsurance

Job Description:

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.

Job Responsibilities:

  • Attending all weekly and ad-hoc team meetings.
  • Being an ambassador for the brand by living our company values in all interactions with internal and external stakeholders.
  • Retention of existing clients including renewal discussion in line with regulatory requirement.
  • Adhering to all quality standards and measures. Complying with all the necessary legislative and regulatory requirements.
  • Providing feedback to line management when requested to stay abreast of performance, client and market developments.
  • Achieving/Exceeding targets consistently in line with management targets.
  • 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.
  • Effective communication with both internal stakeholders and clients (written and verbal).
  • Prospecting clients from within the OUTsurance group of companies for their life insurance and investment needs by utilising our existing client base.
  • Providing solutions to clients by selling OUTsurance long term insurance and investment products aligned to the needs of the client.
  • Being able to prospect for new clients through various means to ensure good pipeline of business. Own sourcing of new business.
  • Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.
  • Working closely with internal stakeholders.
  • Build your own Long term insurance and investment portfolio by:
  • Keeping abreast with the long term insurance market changes and developments.

Job Requirements:

  • Presentation and facilitation skills
  • Relationship management skills
  • Must be able to work independently as well as part of a team
  • Having completed the required CPD hours in line with your Product category
  • Must have your own reliable transport
  • Confident and enthusiastic self-starter who can take initiative
  • Valid SA driver’s license
  • Influential, concise, rational and practical communicator
  • Problem-solving skills
  • Resilience – Ability to work well under pressure in dynamic environment
  • Strong Numerical skills

Qualification & Experience:

  • Regulatory Exam (RE5) (depending on DOFA)
  • Completed Matric or National Senior Certificate ( Non-negotiable)
  • FAIS credits/Full Insurance Qualifications (depending on DOFA)
  • Studying towards or having a Post Graduate Diploma in Financial Planning / CFP®
  • Minimum of 2-3 years long term insurance face to face sales experience

Job Details:

Company: OUTsurance

Vacancy Type: Full Time

Job Location: Gauteng, South Africa

Application Deadline: N/A

Apply Here

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