External Sales - Long Term Insurance

Liberty; Gauteng; On-site; ZAR 200 000 - 400 000; Full time

Job summary

An established industry player is seeking a motivated individual to train as a Financial Planner. This role offers an excellent uncapped earning potential and the chance to receive great leadership and mentorship. You will be responsible for understanding clients' financial needs, providing tailored advice on insurance, investment planning, and cash management, and maintaining a strong client base. This is a fantastic opportunity for those looking to grow in the financial services sector while making a real difference in clients' lives.

Qualifications

• Matric and 2 years of sales experience required.
• RE 5 and FAIS qualification are advantageous.

Responsibilities

• Understand clients' financial needs and provide tailored advice.
• Manage and regularly update clients' portfolios.

Skills

Sales Skills

Financial Planning

Client Management

Analytical Skills

Education

Matric

RE 5, FAIS qualification

Tools

Laptop

Job description

This role enables a driven and ambitious individual to become a trained Financial Planner. Excellent uncapped earning opportunity.

Great leadership and mentorship offered.

Responsibilities:

1. Understand clients' financial needs.
2. Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals, tax status, and risk tolerance.
3. Answer clients' questions and address concerns.
4. Give advice to clients about insurance coverage, investment planning, cash management, or any other areas in order to help them reach their financial goals.
5. Regularly review clients' bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
6. Prepare or interpret financial document summaries, investment performance reports, and income projections for clients.
7. Manage and regularly update clients' portfolios.
8. Build and maintain your client base.

Minimum Requirements:

1. Matric.
2. 2 years sales experience.
3. RE 5, FAIS qualification an added advantage but not essential.
4. Own car.
5. Driver's license.
6. Laptop.
7. Network of clients.