Outsurance Financial Advisor: Life and Investments - Durban, South Africa - OUTLife

OUTLife

Verified Company

Durban, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Company Description

OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation.

We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff "always get something OUT." Our success can be attributed, amongst other things, to the outstanding people that work for us.

OUTsurance is a formidable player in the short term insurance market.

As a values-based organisation we take our reputation for awesome service and innovation seriously and strive for excellence in all we do.

Job Description:

Our long term insurance and investment product offering has grown significantly over the years.

We have now developed a Life and Investment face to face distribution channel, with custom made systems, processes and products.

To facilitate this model the position of OU

Tsurance 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.

Qualifications:

Qualification and Experience

Completed Matric or National Senior Certificate
Non negotiable:
FAIS credits/Full Insurance Qualifications
Negotiable pending on DOFA:
Regulatory Exam (RE5)
Non negotiable:
Having completed the required CPD hours in line with your Product category Negotiable

Experience

6 years relevant Long Term Insurance Experience (Face to Face)
Non negotiable

Having sold the following Risk Benefits:

Life Cover
Disability Cover
Critical Illness Cover

Having sold the following Investment Products:

Unit Trust Funds
Retirement Annuities
Endowments
Tax Free Savings Accounts

Essential

Must have your own reliable transport
Valid SA driver's license

Additional Information

Responsibilities:

Build your own insurance portfolio by:
Being able to prospect for new clients through networking, Cold calling and door
door canvasing for new business and ensuring good pipeline of business
Effective communication with both internal stakeholders and clients
Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients
Providing solutions to clients by selling OUTsurance long term products aligned to the needs of the client.
Drafting, tracking and measurement of your personal business plan
Providing ongoing service and support to your individual client base (amendments, renewals, claims etc.).
Retention of existing business including renewal discussion in line with FAIS
Keeping abreast with the long term insurance market changes and developments.
Achieving/Exceeding targets consistently
Providing feedback to line management when requested
Attending all weekly and adhoc team meetings
Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying
Adhering to all quality standards and measures in place

Why Join Us ?

We offer the following benefits:

Basic plus Commission
Monthly performance bonus
Company laptop with internet
Petrol card
Company cellphone
Administration support
Access to quality leads
Medical Aid
Pension Fund
Group Life Benefits
Recognition
Awesome working environment

In accordance with OUTsurance Life Insurance Company Ltd's Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.