Life Insurance Broker

GJM Ultra Brokers; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading Independent Financial Brokerage in Johannesburg seeks dynamic and experienced professional financial planners. This role offers a basic salary of R 20,000 – R 40,000 plus commission. Candidates must have a Matric with Tertiary Education in Finance, RE5 certification, and at least 3 years of experience in financial planning. Responsibilities include providing advisory services, obtaining new clients, and ensuring compliance with regulations.

Qualifications

• Minimum 3 Years in Financial Planning Role.
• Fit and Proper status required.
• Driver’s License and Own Vehicle non-negotiable.

Responsibilities

• Provide professional financial advice and services to clients.
• Obtain new clients for financial services.
• Develop comprehensive financial plans tailored to clients.
• Ensure compliance with industry regulations.
• Maintain ongoing communication with clients.

Skills

Microsoft Excel

Client relationship management

Financial advising

Sales skills

Education

Matric with Tertiary Education in Finance

RE5 certificate

Job description

Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciting opportunity for success!

Salary : Basic R 20 000 – R 40 000 plus commission

Requirements :

• Minimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5 : Wealth Management / BCom)
• RE5 Non-Negotiable
• Relevant Class of Business's in place
• Fit and Proper
• Minimum 3 Years in Financial Planning Role
• Excellent command of Microsoft Excel or related software
• Experience in working with Professionals and High Net worth clients.
• Previous Book not a requirement
• Driver’s License and Own Vehicle non-negotiable

Responsibilities :

• Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings.
• Prospect and obtain new clients in the market to add to its already extensive book
• Provide financial products and services in a professional manner, building rapport and confidence with the clients.
• Work with various FSP's and internal departments and communicate effectively and efficiently in resolving concerns or queries.
• Maintain ongoing communication with clients
• Develop comprehensive financial plans tailored to individual client
• Provide advice on investment strategies, retirement planning, estate planning, and tax optimization
• Stay informed about market trends and economic developments
• Assess clients’ risk tolerance and recommend appropriate risk management strategies
• Provide advice on Investment and Risk Products.
• Identify opportunities for cross-selling and upselling financial services
• Network with professionals, attend industry events, and participate in marketing initiatives
• Ensure compliance with industry regulations and ethical standards.
• Maintain accurate records and documentation.
• Stay updated on changes in financial laws and regulations.
• Prepare regular reports for management and clients.