Salaried Financial Advisor - Cape Town, South Africa - Fokus Personnel CC

Fokus Personnel CC
Fokus Personnel CC
Verified Company
Cape Town, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

Our international client within the Financial Services Sector is looking to appoint qualified Financial Advisors / Risk Advisors for their branches in South Africa.

To become part of a premier general insurance broker network and notable ASX top 100 company, we encourage you to apply.

After a 12 Month mentorship programme, there can be possible immigration opportunities to Sydney, Australia.

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Position Summary:


  • As a Risk Advisor / Financial Advisor, you are responsible for providing comprehensive, compliant and ethical advice whilst meeting the specific needs of our clients and helping them secure their financial wellbeing not only when they join the business, but throughout their client tenure.
  • Your responsibilities encompass generating new business, ensuring client retention, and building robust referral partner networks
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Skills and Qualifications:


  • BCom Financial Planning / Higher Certificate in Financial Planning / other suitable Qualification


  • Regulatory Examination

  • FAIS
  • FICA
  • Valid Drivers License
  • Proven experience in Life Insurance advice and a successful track record of exceeding targets
  • Strong knowledge of Life Insurance products, underwriting guidelines, and industry regulations
  • Excellent communication, interpersonal, and negotiation skills
  • Proficiency in using relevant software and tools for financial planning and customer relationship management
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Key Responsibilities:


  • Providing quality advice
  • New business generation
  • Client Retention
  • Managing referral partner relationships
  • Individual Contribution
  • Team Contribution
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Please Note:


Education:


  • Bachelors (required)

Experience:

Life Insurance: 4 years (required)
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