Risk Consultant KwaZulu Natal
Risk Consultant KwaZulu Natal
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Minimum Requirements:
- Bachelors degree in Commerce Finance Investments or related field.
- FAISrecognised qualification.
- CFP designation preferred.
- RE5 certification is essential.
- Valid drivers license and own vehicle.
- Willing and able to travel for client meetings.
- Must be fully authorised as a representative (not under supervision) for FSCA subcategories:
- LongTerm Insurance: B1 B1A B2 B2A and C.
- Experience in these categories must not have lapsed.
- Proven evidence of class of business and productspecific training.
- Uptodate Continuous Professional Development (CPD) hours.
- Minimum 5 years experience in a similar role (Broker Consultant / Life Insurance Agent etc..
- XPlan experience advantageous; fully computer literate.
- Must meet FAIS honesty integrity and good standing requirements.
- Must not have been declared insolvent or provisionally insolvent.
- Excellent written and verbal communication skills.
- Strong negotiation and persuasion abilities.
- Clientfocused proactive and a selfstarter.
- Ability to balance strategic thinking with operational delivery.
Key Responsibilities:
- Identify and analyse Life and ShortTerm Insurance (STI) opportunities within financial planning partners client bases.
- Prepare and present comprehensive advice documents including proposals comparisons and quotations.
- Provide specialist advice in Life Insurance (e.g. Death Disability and Critical Illness cover).
- Manage client onboarding and underwriting requirements.
- Conduct regular reviews of clients cover based on changes in their circumstances or internal procedures.
- Generate and refer STI leads to the STI teleadvisor:
- Obtain client consent.
- Book and coordinate appointments.
- Forward necessary documents (e.g. existing STI schedules).
- Follow up on appointment outcomes.
- Build and maintain strong relationships with clients and financial planning partners.
- Participate in initiatives to engage educate and better meet the needs of clients.
- Track and report on the effectiveness of partner and client initiatives.
- Uphold Treating Customers Fairly (TCF) principles.
- Ensure compliance with all industry and group regulatory requirements.
If you do not hear from us within two weeks of applying you may assume that your application was unsuccessful.
Required Experience:
Contract
Employment Type
Full-Time
