Financial Advisor | RE5 Certification - Cape Town

Requirements:

• • Skills and Competencies
• • Excellent Interpersonal Skills.
• • Team Player.
• • Maintain a positive attitude focused on customer satisfaction.
• • Active listening skills that enable successful analysis of client needs.
• • Integrity, honesty, Resilience and Accountability.
• • Self sufficient and target driven
• • Ability to think creatively & innovatively where possible
• • Solution-orientated
• • Technical & functional knowledge
• • In-depth understanding and application of FAIS Act and Insurance Industry governance in South Africa.
• • MS Office Proficiency.
• • Excellent Communication Skills.

OTHER REQUIREMENTS

• • Relevant Financial Sector Conduct Authority (FSCA) and FAIS recognised and accredited qualification
• • Completed Relevant Regulatory Exams (RE5)
• • Valid drivers license & own reliable vehicle
• • Minimum of 2 years performing a similar role
• • Minimum 2 years Sales experience, specifically in Insurance Brokerage

Responsibilities:

• • Sales Opportunity Creation
• • Expand the client base through cold calling prospective clients.
• • Approach and canvas prospective clients to get information about their financial resources and discuss existing coverage.
• • Explain the features of various insurance products offered.
• • Analyse clients current insurance portfolio in order to upsell additional products on offer by Syncarpha Bluestar.
• • Customise clients? insurance policy to suit individual needs and goals.
• • Manage policy renewals and cancellations.
• • Achieve successful sales targets.

Quality Sales Administration and recording

• • Maintain electronic and paper records by obtaining the relevant confirmation of cover from the Insurance Underwriters timeously.
• • Complete info on clients in accordance with required standards and compliance.
• • Submit records of concluded sales to the relevant QA for assessment and recording.

Benefits:

Medical Aid, Pension fund, Bonus structure, parking