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Cape Town

    Financial Advisor and Risk Consultant - Cape Town, South Africa - Ultra Personnel

    Ultra Personnel
    Ultra Personnel Cape Town, South Africa

    Found in: Executive Placements ZA C2 - 2 days ago

    Ultra Personnel background
    Description
    Minimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.
    Life insurance experience is essential
    Short-term insurance experience is an advantage
    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
    RE5
    Have completed relevant class of business and product specific training

    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
    FAIS compliant (continuous professional development)
    Completed supervision for long-term insurance categories
    Fully computer literate, xPlan experience advantageous
    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)
    To provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the company Partner
    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 Company 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
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