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Financial Advisor

The Recruitment Council
East London East London, Eastern Cape Buffalo City, South Africa
Closing date
Oct 8, 2021

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Job Role
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The successful candidate of this newly created position will be responsible for growing and developing the business insurance portfolio.

The key outputs for this role are as follows:

New Business sales

Client service and management

High level performance

This Commercial Advisor: External sales Distribution must align themselves with the culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.

Qualification and Experience:


Completed Matric or National Senior Certificate

120 FAIS credits/Full Insurance Qualifications (depending on Dofa)

For applicants that have been working in a financial services industry prior to December


Applicants without prior financial services sales experience

will not be prejudiced by this requirement.

If you worked in the financial services industry prior to December 2011, selling and


financial advice to clients. You would need to have completed the 30 FAIS credits

necessary for

personal lines or 60 FAIS credits for commercial insurance


Must have your own reliable transport

Valid code B drivers license

2 years insurance external sales experience


Build your own insurance portfolio by:

Being able to prospect for new clients through networking, Cold calling and door

door canvasing for new business

Effective communication with both internal stakeholders and clients.

Conduct a comprehensive risk evaluation for the client.

Providing solutions to clients by selling short term products aligned to the needs of the client.

Drafting, tracking and measurement of your personal business plan.

Providing on-going service and support to your individual client base (amendments,

renewals, claims etc.).

Retention of existing business including renewal discussion in line with FAIS

Developing internal/external relationships with clients.

Continuous building of your client base hence securing future income.

Keeping abreast with the commercial insurance market changes and developments.

Achieving/Exceeding targets consistently

Providing feedback to line management when requested.

Attending all weekly and adhoc team meetings.

Working closely with internal stakeholders that is, underwriting/actuarial, claims as

well as surveying.

Adhering to all quality standards and measures in place.
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