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Financial Advisor - Long Term Insurance

Employer
Managed Outsourced Technology Solutions t/a MOTS Recruit
Location
Modderfontein Durban, 1609 Ekurhuleni, South Africa
Salary
Competitive
Closing date
Oct 7, 2024
View more categoriesView less categories
Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
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
Commissionable Earning Only
Managed Outsourced Technology Solutions t/a MOTS Recruit
Pressberg Road 12
1609 Edenvale

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