Financial Advisor

Indwe Broker Holdings; Johannesburg; On-site; ZAR 250 000 - 450 000; Full time

Job summary

An established industry player is seeking a motivated individual to join their team in Johannesburg. This role focuses on providing exceptional service and planning solutions to clients in the financial services sector. You will be responsible for developing sales strategies, building strong client relationships, and ensuring compliance with industry regulations. The ideal candidate will possess a strong entrepreneurial spirit and excellent interpersonal skills. Join a company that values continuous improvement and client care, and take your career to new heights in a dynamic and supportive environment.

Qualifications

• Matric and Wealth Management qualification required.
• Experience in Financial Services or sales is advantageous.

Responsibilities

• Develop and implement proactive sales plans to meet targets.
• Build and maintain client relationships through regular communication.
• Ensure data integrity and manage policy administration efficiently.

Skills

Client relationship building

Entrepreneurial orientation

Organizational skills

Self-confidence

Performance orientation

Interpersonal skills

Education

Matric

Wealth Management NQF L5

Passed exam RE: Representatives

Job description

To submit your application, please email your CV and cover letter to :

Purpose :

To provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external clients as well as a rewarding service experience and appropriate risk solutions.

Division : Johannesburg x2, Cape Town x4

Focus : Commercial Lines

Due Date : 31 January

About the Role:

Context (external/internal factors which influence the work environment, taking into account future conditions and strategic requirements): South African regulatory framework of insurance/brokerage industry.

Customers (to whom the service is rendered/impacted upon):

There are arrangements within the group business to have the opportunity to provide advice to the client base as well as new clients with an attractive financial model.

It includes supportive business and sales support underpinned by a number of other doors opening opportunities.

Number of Subordinates: 0

Minimum Requirements:

Education:

Matric, Wealth Management NQF L5 qualification or higher, Passed exam RE: Representatives, Own vehicle and drivers' license.

Experience:

Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.

Skills:

• Build excellent client relationships/service orientation
• Entrepreneurial/Business orientation
• Ability to work in an organized manner
• Self-confidence
• Drive/performance orientation
• Interpersonal skills

Knowledge:

• Understanding of the insurance and brokerage industry and environment
• Sound knowledge and understanding of personal lines insurance
• FAIS requirements of a representative
• Legal requirements of the insurance industry
• Technical insurance knowledge – (underwriting)

Personal Attributes:

• Influential
• Flexibility
• Interpersonal effectiveness
• Customer Service orientation
• Resilience and Tenacity
• Emotional maturity
• Proactive

Key Performance Areas:

1. Grow Portfolio: Develop and implement a proactive sales plan according to agreed targets, Meet agreed new business targets, Identify and build relationships with partners, Write quality new business aligned to sales/marketing plan, Negotiate with Insurers re-premium and quotations, Do Up and cross-selling on existing and new business.
2. Retain and Maintain Clients: Identify new business opportunities, Identify opportunities for cross and up-selling on existing clients, Liaise with insurers and/or management regarding premiums and quotations, Build relationships with clients through regular calls and informing them of the latest products.
3. Perform Administration: Load policies, amendments, and endorsements on the system promptly, Ensure premium payments processes and debits are discussed and agreed upon with clients, Ensure data integrity on all policy systems, General correspondence and e-mails to clients according to company standards, Responsible for proactive and reactive underwriting, Adhere to underwriting criteria; FAIS requirements and set company standards, Manage incoming and outgoing e-mails according to set norms and standards, Provide regular reports and feedback to the manager, Provide a rewarding service experience at all touch points, Ensure that customer queries are attended to and resolved expeditiously, Respond to client's requirements by providing appropriate risk solutions, Establish long-term relationships with clients, Financial planning for clients.

About Indwe:

All Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values:

• Actively seeking continuous Improvement
• Nurturing - To care for our clients with Empathy
• Driven - Providing the best solutions to our customers
• Willing - To learn, grow and embrace diversity
• Eager - To take responsibility and use initiative