Outsurance Financial Advisor: Life And Investments

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 DescriptionOur 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 OUTsurance 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.QualificationsQualifications:Completed Matric or National Senior Certificate ( Non-negotiable)FAIS credits/Full Insurance Qualifications (depending on DOFA)Regulatory Exam (RE5) (depending on DOFA)Having completed the required CPD hours in line with your Product categoryNon-negotiable - Experience2 4 years relevant Long Term Insurance ExperienceHaving sold the following Risk Benefits:Life CoverDisability CoverCritical Illness CoverHaving sold the following Investment Products:Unit Trust FundsRetirement AnnuitiesDiscretionary / Voluntary InvestmentsEndowmentsTax Free Savings AccountsEssentialMust have your own reliable transportValid SA drivers licenseAdvantageousStudying towards or having a Post Graduate Diploma in Financial Planning / CFPAdditional InformationResponsibilities:Build your own Long term insurance and investment portfolio by:Being able to prospect for new clients through various means to ensure good pipeline of business. Own sourcing of new business.Effective communication with both internal stakeholders and clients (written and verbal).Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.Providing solutions to clients by selling OUTsurance long term insurance and investment products aligned to the needs of the client.Prospecting clients from within the OUTsurance group of companies for their life insurance and investment needs by utilising our existing client base.Providing on-going service and support to your individual client base (amendments, renewals etc.) Technology systems and support areas are in place to ensure the execution burden is made a small as practical.Retention of existing clients including renewal discussion in line with regulatory requirement.Keeping abreast with the long term insurance market changes and developments.Achieving/Exceeding targets consistently in line with management targets.Providing feedback to line management when requested to stay abreast of performance, client and market developments.Attending all weekly and ad-hoc team meetings.Working closely with internal stakeholders.Adhering to all quality standards and measures. Complying with all the necessary legislative and regulatory requirements.Being an ambassador for the brand by living our company values in all interactions with internal and external stakeholders.Competencies:Confident and enthusiastic self-starter who can take initiativeStrong Numerical skillsMust be able to work independently as well as part of a teamProblem-solving skillsRelationship management skillsPresentation and facilitation skillsResilience - Ability to work well under pressure in dynamic environmentFlexible and adaptableInfluential, concise, rational and practical communicatorDiscretion, judgment and high levels of trustWhy Join us? We offer the following benefits:Lucrative basic plus commissionA possible six-monthly bonusA company laptop with 3GA petrol cardA company cell phoneA hot desk and administration support.Access to quality leadsIn 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.
Johannesburg, GT, ZA