Life Insurance Broker - Umhlanga
- KwaZulu-Natal
- Permanent
- Full-time
- Commission will be offered on new business sales only.
- Commission is paid once off and based on commission received as the broker/intermediary from the insurance company.
- No benefits such as petrol or travel allowance, medical aid or pension.Minimum requirements:
Minimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ BCom)
- RE5 Non-Negotiable
- Relevant Class of Business's in place
- Fit and Proper
- Minimum 3 Years in Financial Planning Role
- Excellent command of Microsoft Excel or related software
- Experience in working with Professionals and High Net worth clients.
- Previous Book not a requirement
- Driver's License and Own Vehicle non-negotiable
- Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings.
- Prospect and obtain new clients in the market to add to its already extensive book
- Provide financial products and services in a professional manner, building rapport and confidence with the clients.
- Work with various FSPs and internal departments and communicate effectively and efficiently in resolving concerns or queries.
- Maintain ongoing communication with clients
- Develop comprehensive financial plans tailored to individual client
- Provide advice on investment strategies, retirement planning, estate planning and tax optimization
- Stay informed about market trends and economic developments
- Assess clients' risk tolerance and recommend appropriate risk management strategies
- Provide advice on Investment and Risk Products.
- Network with professionals, attend industry events, and participate in marketing initiatives
- Ensure compliance with industry regulations and ethical standards.
- Maintain accurate records and documentation.
- Stay updated on changes in financial laws and regulations.
- Prepare regular reports for management and clients.