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Cape Town City Centre: Financial Advisor And Risk Consultant




Date 2024-04-13
Job Title Financial Advisor And Risk Consultant
Employer
More Information
Salary Monthly
Category Accounting Finance
Location Cape Town Region
/ Cape Town City Centre

Job Summary

Minimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience is essential Short-term insurance experience is an advantage Appropriate tertiary qualification (bachelors degree in commerce, finance, investments preferable) Have a qualification recognised by the FSCA for FAIS purposes Preference will be given to candidates with a CFP RE5 Have completed relevant class of business and product specific training Ability to function at a strategic level whilst fulfilling operational responsibilities. Meet the FAIS honesty, integrity and good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance products Must not have been declared insolvent or provisionally insolvent FAIS compliant (continuous professional development) Completed supervision for long-term insurance categories Fully computer literate, xPlan experience advantageous Excellent communication skills, verbal and written Excellent negotiation and persuasion skills Client oriented, with strong interpersonal skills and able to take the initiative (self-starter) To provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the company Partner Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners practice Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance Implement the agreed solution for clients and manage underwriting and other onboarding requirements Review clients cover according to internal business procedures, or if client circumstances change Acquire short term insurance leads from the companys financial planning partners On receipt of the clients consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment Maintain and develop client relationships Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs Monitor and report on the success and implementation of client and partner focused initiatives Adhere to the culture and principles of TCF treating customers fairly Comply with Group and Industry regulatory requirements

Financial Advisor And Risk Consultant position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2024-04-13 in the Accounting Finance category

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