Long Term Insurance Financial Advisor
| Location | Johannesburg, Gauteng, South Africa |
| Date Posted | March 9, 2020 |
| Category |
Insurance
|
| Job Type |
Full-time
|
| Currency | ZAR |
Description
Our company is currently recruiting for a qualified and experienced Long Term Insurance Financial Advisor to join our team.
“THE POST IS OPEN TO THOSE WHO ARE SEASONED ACHIEVERS AND ARE DETERMINED FOR SUCCESS”
Duties & Responsibilities
- Must be a goal getter, must be friendly.
- Must be able to work flexible hours.
- Must be able to travel.
- Must be honest and trustworthy and must be able to close deals.
- Meet with clients to discuss their financial goals.
- Explain the types of financial services they provide.
- Educate clients and answer questions about investment options and potential risks.
- Recommend investments to clients or select investments on their behalf.
- Help clients plan for specific circumstances, such as education expenses or retirement.
- Monitor clients' accounts and determine if changes are needed to improve account performance or accommodate life changes, such as getting married or having children.
- Research investment opportunities.
Desired Experience & Qualification
- Must be a qualified financial advisor.
- Must be fully FAIS Compliant with 3 years minimum experience.
- Clear credit record.
- Clear criminal record.
- Regulatory Exam (RE exam) (highly advantageous).