Subscribe to Job Alert
Join our happy subscribers
Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us
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
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 2 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:
Being able to prospect for new clients through various means to ensure good pipeline of business. Own sourcing of new business.
Effective communication with both internal stakeholders and clients (written and verbal).
Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.
Providing solutions to clients by selling OUTsurance long term insurance and investment products aligned to the needs of the client.
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.
Build your CV for free. Download in different templates.
Join our happy subscribers