OUTsurance Financial Advisor: Life and Investments at OUTsurance

Job Description

• Our long term insurance and investment product offering has grown significantly over the years. We have now developed a Life and Investment face to face distribution channel, with custom made systems, processes and products.
• To facilitate this model the position of OUTsurance Financial Advisor: Life and Investments has emerged.
• The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio.

Qualifications

• Completed Matric or National Senior Certificate
• FAIS credits/Full Insurance Qualifications
• Regulatory Exam (RE5)
• Having completed the required CPD hours in line with your Product category

Experience

• Minimum of 4  years long term insurance face to face sales experience

Essential

• Must have your own reliable transport
• Valid SA driver’s license

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.

• Retention of existing clients including renewal discussion in line with regulatory requirement.
• Keeping abreast with the long term insurance market changes and developments.
• Achieving/Exceeding targets consistently in line with management targets.
• Providing feedback to line management when requested to stay abreast of performance, client and market developments.
• Attending all weekly and ad-hoc team meetings.
• Working closely with internal stakeholders.
• Adhering to all quality standards and measures. Complying with all the necessary legislative and regulatory requirements.
• Being an ambassador for the brand by living our company values in all interactions with internal and external stakeholders.

Competencies:

• Confident and enthusiastic self-starter who can take initiative
• Strong Numerical skills
• Must be able to work independently as well as part of a team
• Problem-solving skills
• Relationship management skills
• Presentation and facilitation skills
• Resilience - Ability to work well under pressure in dynamic environment
• Flexible and adaptable
• Influential, concise, rational and practical communicator
• Discretion, judgment and high levels of trust
• In accordance with OUTsurance Life Insurance Company Ltd's Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.