Job Description

MUST BE ENGLISH & AFRIKAANS SPEAKING

Qualifications and Experience:

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

Responsibilities:

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

MUST BE ENGLISH & AFRIKAANS SPEAKING

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