04.02.2024
OUTsurance Jobs in Durban – Financial Advisor: Life and Investments
OUTsurance
South Africa, Durban
Job Description: 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. [ads1] Job Responsibilities: Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients. Retention of existing clients including renewal discussion in line with regulatory requirement. 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. Attending all weekly and ad-hoc team meetings. Being able to prospect for new clients through various means to ensure good pipeline of business. Own sourcing of new business. 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. Providing feedback to line management when requested to stay abreast of performance, client and market developments. Effective communication with both internal stakeholders and clients (written and verbal). Keeping abreast with the long term insurance market changes and developments. Achieving/Exceeding targets consistently in line with management targets. Job Requirements: Must have your own reliable transport FAIS credits/Full Insurance Qualifications Valid SA driver’s license Regulatory Exam (RE5) Minimum of 4 years long term insurance face to face sales experience Completed Matric or National Senior Certificate Having completed the required CPD hours in line with your Product category Job Details: Company: OUTsurance Vacancy Type: Full Time Job Location: Durban Application Deadline: N/A [ads2] Apply Here instantcareers.net #J-18808-Ljbffr
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