Financial Advisor (Face to Face sales, RE5 , 120 Fais Credits)

Staff Concepts; Durban; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance company is looking for a motivated Financial Advisor to drive sales in motor and household domestic insurance. The ideal candidate will have a strong track record in short-term insurance sales, fulfilling targets while providing exceptional customer service. This role encourages independent work while contributing to a cohesive team environment, with a compensation package that rewards performance through base salary and commission.

Qualifications

• Minimum 3 years' experience in selling short-term insurance.
• Own transport and valid driver's license required.
• Proof of minimum R10,000 monthly commission earnings.

Responsibilities

• Generate at least 10 client quotes per week
• Achieve a minimum of 8.5 policies written per month
• Stay informed on product comparisons and updates

Skills

Technical retail knowledge

Retail sales skills

Conflict resolution

Negotiation skills

Customer service excellence

Problem-solving skills

Risk awareness

Cross-selling abilities

Education

Matric/Grade 12

FAIS Credits (120)

FAIS Regulatory examination for Representatives (RE5)

12 CPD points

Job description

Role Purpose
Financial Advisor who is committed, driven, results-oriented, and able to work independently as well as in a team environment. Responsible for writing business in accordance with targets set by the client. The primary advising focus is on motor and household domestic insurance, with face-to-face sales.

Compensation
Basic salary of R 20,000.00 plus commission, pension, incentives, and 13th cheque.

Experience and Qualifications
• Matric/Grade 12
• FAIS Credits (120)
• FAIS Regulatory examination for Representatives (RE5)
• 12 CPD points
• Minimum of 3 years' experience in selling short-term insurance, either as a broker, agent, or tied agent
• Call center agents are not preferred unless they have at least 5 years of relevant experience
• All required regulatory exams and accreditation
• Proof of minimum R10,000 monthly commission earnings for at least one year
• Own transport (Car) and valid driver's license

Responsibilities and Work Outputs
• Generate sufficient leads to ensure at least 10 client quotes per week and 40 per month
• Achieve a minimum of 8.5 policies written per month
• Maintain and update Lead Generation Matrix weekly
• Contact clients promptly after a quote is requested to conduct needs analysis and provide professional advice
• Sign up at least 5 active lead referral agents
• Complete weekly reports on leads, quotes, sales, and other relevant metrics
• Stay informed on product comparisons and updates
• Ensure compliance with all insurance regulations and ethical standards
• Maintain skills and knowledge to provide professional advice
• Adhere to dress code and maintain a professional appearance
Required Competencies
• Technical retail knowledge
• Retail sales skills
• Risk awareness
• Cross-selling abilities
• Interpersonal skills
• Conflict resolution
• Negotiation skills
• Problem-solving skills
• Risk assessment and analysis
• Insurance principles and practices
• Customer service excellence
• Administrative procedures
• Presentation skills for 1:1 and group settings
• Prospecting and sales skills