Job Description

Purpose of Role:To provide and implement advice in respect of insurance needs and solutions to our clients in conjunction with the client Partner.Job Responsibilities:New Advice

• Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners practice.
• Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients.
• Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning (in conjunction with the Adviceworx Fiduciary partners) and Business Assurance.
• Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
• Review clients cover according to internal business procedures, or if client circumstances change.
• Acquire short term insurance leads from the companys financial planning partners.
• On receipt of the clients consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
• Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
• Maintain and develop client relationships.
• Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.
• Monitor and report on the success and implementation of client and partner focused initiatives.
• Adhere to the culture and principles of TCF treating customers fairly.
• Comply with Group and Industry regulatory requirements.

• Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc.
• Ability to function at a strategic level whilst fulfilling operational responsibilities.
• Meet the FAIS honesty, integrity and good standing requirements.
• Meet the FAIS minimum experience requirements in respect of long-term insurance products.
• Must not have been declared insolvent or provisionally insolvent.
• Excellent communication skills, verbal and written.
• Excellent negotiation and persuasion skills.
• Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
• Emotional resilience

• Appropriate tertiary qualification (bachelors degree in commerce, finance, investments preferable)
• Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
• Have completed relevant class of business and product specific training.
• FAIS compliant (continuous professional development).
• Completed supervision for long-term insurance categories.
• Fully computer literate, xPlan experience advantageous.

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