Risk Consultant €“ Kwazulu Natal
Posted on 2025-04-15
| Employer | Headhunters |
|---|---|
| Salary | 0 |
| Category | Finance Accounting |
| Location | Kwazulu Natal / Durban |
Job Summary
Minimum
Requirements:
- Bachelor’s degree in Commerce, Finance, Investments, or related field.
- FAIS-recognised qualification.
- CFP designation preferred.
- RE5 certification is essential.
- Valid driver’s license and own vehicle.
- Willing and able to travel for client meetings.
- Must be fully authorised as a representative (not under supervision) for FSCA sub-categories:
- Long-Term Insurance: B1, B1-A, B2, B2-A, and C.
- Experience in these categories must not have lapsed.
- Proven evidence of class of business and product-specific training.
- Up-to-date Continuous Professional Development (CPD) hours.
- Minimum 5 years` experience in a similar role (Broker Consultant / Life Insurance Agent, etc.).
- XPlan experience advantageous; fully computer literate.
- Must meet FAIS honesty, integrity, and good standing requirements.
- Must not have been declared insolvent or provisionally insolvent.
- Excellent written and verbal communication skills.
- Strong negotiation and persuasion abilities.
- Client-focused, proactive, and a self-starter.
- Ability to balance strategic thinking with operational delivery.
Key
Responsibilities:
- Identify and analyse Life and Short-Term Insurance (STI) opportunities within financial planning partners’ client bases.
- Prepare and present comprehensive advice documents including proposals, comparisons, and quotations.
- Provide specialist advice in Life Insurance (e.g., Death, Disability, and Critical Illness cover).
- Manage client onboarding and underwriting requirements.
- Conduct regular reviews of clients’ cover based on changes in their circumstances or internal procedures.
- Generate and refer STI leads to the STI tele-advisor:
- Obtain client consent.
- Book and coordinate appointments.
- Forward necessary documents (e.g., existing STI schedules).
- Follow up on appointment outcomes.
- Build and maintain strong relationships with clients and financial planning partners.
- Participate in initiatives to engage, educate, and better meet the needs of clients.
- Track and report on the effectiveness of partner and client initiatives.
- Uphold Treating Customers Fairly (TCF) principles.
- Ensure compliance with all industry and group regulatory requirements.
If you do not hear from us within two weeks of applying, you may assume that your application was unsuccessful.
Risk Consultant €“ Kwazulu Natal position available in Kwazulu-Natal, Durban. This job position was posted by Headhunters. The job has been posted as a char8000 ad on 2025-04-15 at 01:00:10 in the Finance Accounting category
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