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OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.
Job Description
Qualifications
Experience
Essential
Additional Information
Responsibilities:
Build your own Long term insurance and investment portfolio by:
o Being able to prospect for new clients through various means to ensure good pipeline of business. Own sourcing of new business.
o Effective communication with both internal stakeholders and clients (written and verbal).
o Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.
o Providing solutions to clients by selling OUTsurance long term insurance and investment products aligned to the needs of the client.
o Prospecting clients from within the OUTsurance group of companies for their life insurance and investment needs by utilising our existing client base.
Providing on-going service and support to your individual client base (amendments, renewals etc.) Technology systems and support areas are in place to ensure the execution burden is made a small as practical.
Competencies:
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