Life Insurance Financial Advisor
Salary: R15,000 - R20,000 CTC per month + Split Commission
Location: Alberton GP
Hill Appointment Staff Recruitment is partnering with a leading financial services firm to find experienced and driven Life Insurance Financial Advisors . If you're passionate about sales, client relationships, and providing expert financial advice, we want to hear from you!
Company Benefits:
- Full administrative support to assist with paperwork and back-office tasks.
- Business travel allowance.
- Medical aid subsidy.
- Pension and group fund contribution.
Key Responsibilities:
- Selling life insurance policies to new and existing clients, using an orphan policy database.
- Achieving a monthly new business target of R80,000.
- Conducting annual reviews of client financial portfolios.
- Ensuring compliance with FAIS/FICA regulations and providing necessary documentation to clients.
- Prospecting and generating referrals to expand your client base.
- Meeting clients after hours, if necessary, to conclude business.
- Referring potential leads to colleagues in other departments.
- Completing CPD training annually and staying up-to-date with product knowledge.
- Providing sound financial advice and solutions based on client needs.
- Preparing financial reports and presentations for clients.
Requirements:
- Matric or equivalent qualification.
- FSCA-approved qualification.
- Meet FSCA requirements based on DOFA date.
- NQF 4 or 5 in short-term insurance, depending on services rendered.
- RE5 Certification.
- Signed off from supervision.
- Minimum 5 years' experience as a financial advisor.
- Strong business, social, and personal networks.
- Current CPD credits for the year.
- Clean criminal record and willingness to undergo an ITC check.
- South African Citizen with valid ID.
- Driver’s License (Code 8 / E / EB).
- Own reliable vehicle.
- Own cell phone.
This role offers a guaranteed income with a competitive split commission structure and the opportunity to grow your career in a dynamic environment.
How to Apply:
Interested candidates should submit their CV and qualifications today!
Job Type: Full-time
Pay: R15000,00 - R20000,00 per month
Experience:
- financial advisor: 3 years (Required)
License/Certification:
- FSCA-approved qualification (Required)
- NQF 4 or 5 in short-term insurance (Required)
- RE5 Certification. (Required)
Application Deadline: 2024/09/13
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