Insurance jobs in United States

Financial Adviser - JHB Central MMH-1

Role Purpose:

Attract, acquire, and retain clients by selling company products to generate new business and provide after-sales service to ensure client retention, increase market share, and contribute to the overall business objectives and its long-term viability.

1. 2 - 3 years experience in a Sales / Call Centre environment (essential)
2. 2 years' experience in the insurance and/or financial services industry rendering financial advice (advantageous)
3. Matric or equivalent NQF 4 qualification
4. National Senior Certificate in Finance / Business Management or equivalent
5. FAIS Compliance Requirements
6. Regulatory examination (RE) 5
7. Driver's license and own transport (desirable)

Internal Process:

1. Engage with prospective clients to highlight features and benefits of various products based on their financial wellness needs.
2. Sell products aligned with client's financial needs after conducting affordability analysis.
3. Advise on tax and legal implications of products or changes.
4. Accurately capture client information, relevant actions, and sales on the systems.
5. Achieve set targets on production, quality, and conversion.
6. Adhere to compliance requirements in the sales process as per legislative standards.
7. Provide financial advice in line with engagement strategy to enhance client's financial wellness.
8. Complete all administrative and reporting requirements within agreed timeframes.

Client:

1. Investigate client queries within the service level agreement and ensure timely feedback.
2. Escalate client queries as necessary.
3. Provide accurate information and advice to ensure appropriate services.
4. Report on service delivery against SLAs and customer targets.

Additional responsibilities include: Building and maintaining relationships, making recommendations for service improvements, participating in a culture of feedback and excellent service, proactively building client relationships, and presenting trustworthy product offerings.

1. Develop and maintain productive relationships with peers and stakeholders.
2. Influence positive change and contribute to innovation.
3. Continuously develop professional, industry, and legislative knowledge.
4. Take ownership of career development.

1. Find solutions to improve cost-effectiveness and operational efficiency.
2. Manage resources responsibly.
3. Participate in risk identification and communicate recommendations.

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