Financial Advisor – Long Term Insurance



Introduction

The ideal candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term financial goals.

 

You will need to have extensive Business Development skills, an established network, and an entrepreneurial attitude.

Duties & Responsibilities

Responsibilities

  • Identified client financial goals and risk tolerance to recommend suitable products.
  • Individual risk assessment – relating to suitability of products for the customer.
  • Promote business to increase customer base and grow revenue.
  • Examine tax status and risk tolerance to maximize income and save money.
  • Advise clients on financial matters and provide recommendations on long term insurance products
  • Promote business to increase customer base and grow revenue.

 

Desired Experience & Qualification



Qualifications

  • Bachelor’s degree in Finance or related field
  • 5+ years’ of industry experience
  • RE Qualification and industry certifications
  • Strong understanding of the long term insurance space
  • Excellent sales skills
  • Must have current assets upwards of R 50m

Package & Remuneration

R 800k + in commissionable earnings

80/20 split

Apply Here



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