Financial Advisor - Gauteng, South Africa - Afrizan People Intelligence (Pty)Ltd

Afrizan People Intelligence (Pty)Ltd

Verified Company

Gauteng, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Financial Advisor
Remuneration package to be discussed

Location:
Gauteng, Cape Town & Remote

To identify the long term (life) risk and give advice to clients on their life assurance needs using the limited architecture framework.

To provide solutions for the client's long-term insurance and financial planning needs by regularly reviewing the client's portfolio to build a sustainable broker practice Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff)

Receive leads from the Bank staff in the branches (Consultants, Branch Managers or Enquiries Clerks) by way of walk-in clients or leads data.

If it is a lead, make telephonic contact with the client to set up a meeting within the specified timeframes per the leads campaign agreement.

Based on the lead provided, assess the client's portfolio, and identify possible gaps for which solutions can be formulated, prior to meeting with the client

Disclose all the relevant information to the client as required by the relevant legislative frameworks (e.g. FAIS Act) at the initial meeting with the client to enable the client to decide on whether to proceed with the consultation

Follow all the steps in the designated client engagement process as specified Absa Brokers

Provide regular feedback to the Regional Leader on actions taken to progress the lead to business fulfilment.

Network, on an ongoing basis, with all stakeholders in the Bank (Consultants and Branch Managers) and elsewhere by attending their meetings and social gatherings in order to position Brokers' value proposition to the Bank and to the clients.

Education and Experience Required
NQF - Level 4

160 FAIS credits at NQF Level 5

RE5 Preferred:
CFP or Equivalent

Higher certificate in Insurance

NQF 120 credits full Qualification, Level 5.

Membership of a professional association e.g. LUASA (Life Underwriting Association of South Africa), Financial Planning Institute (FPI)

EE Disclaimer
Kindly note that all positions will be filled in accordance with the company's Employment Equity plan. We also encourage people with disabilities to apply.

Application Unsuccessful disclaimer

Pay:
R5, R5,500.00 per month

Ability to commute/relocate: