Financial Advisor
Description:
To provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external clients AND A rewarding service experience and appropriate risk solutions.
About the role
Experience:
- 3 - 7years
- Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.
Ideal Experience:
- 7 years of 10 in the short term commercial account sales and servicing experience in brokerage; corporate experience is an advantage;
- 3 years in a management or supervisory capacity (Proven Track record)
Education:
- Matric
- Wealth Management NQF L5 qualification or higher
- Passed exam RE: Representatives
- Own vehicle and drivers' license
Ideal Education:
- Matric;
- Level 4 FETC Short Term Insurance Qualification;
- Degree In Insurance qualification;
- Post matric qualification is an advantage (BComm Risk/Accounting, BBA)
Competencies
Skills:
- Computer literate
- Build excellent client relationships/service orientation
- Entrepreneurial/Business orientation
- Self-discipline
- Ability to work in an organized manner
- Self-confidence
- Drive/performance orientation
- Interpersonal skills
- Communication/presentation skills
Knowledge:
- Understanding of the insurance and brokerage industry and environment
- Sound knowledge and understanding of personal lines insurance
- FAIS requirements of a representative
- Legal requirements of the insurance industry
- Technical insurance knowledge (underwriting)
Personal attributes:
- Influential
- Assertiveness
- Flexibility
- Interpersonal effectiveness
- Customer service orientation
- Resilience and tenacity
- Emotional maturity
- Proactive
- Innovative
- Deadline driven
- Attention to detail