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Website OUTsurance
Job Description:
The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio.
Job Responsibilities:
- Attending all weekly and ad-hoc team meetings.
- Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.
- Providing feedback to line management when requested to stay abreast of performance, client and market developments.
- Retention of existing clients including renewal discussion in line with regulatory requirement.
- Providing on-going service and support to your individual client base (amendments, renewals etc.) Technology systems and support areas are in place to ensure the execution burden is made a small as practical.
- Providing solutions to clients by selling OUTsurance long term insurance and investment products aligned to the needs of the client.
- Achieving/Exceeding targets consistently in line with management targets.
- Prospecting clients from within the OUTsurance group of companies for their life insurance and investment needs by utilising our existing client base.
- Working closely with internal stakeholders.
- Keeping abreast with the long term insurance market changes and developments.
Job Requirements:
- Presentation and facilitation skills
- Relationship management skills
- Problem-solving skills
- Influential, concise, rational and practical communicator
- Flexible and adaptable
Qualification & Experience:
- Minimum of 2-3 years long term insurance face to face sales experience
- Regulatory Exam (RE5) ( Non-negotiable)
- Having completed the required CPD hours in line with your Product category
- Completed Matric or National Senior Certificate ( Non-negotiable)
- FAIS credits/Full Insurance Qualifications (depending on DOFA)
Job Details:
Company: OUTsurance
Vacancy Type: Full Time
Job Location: Cape Town, Western Cape, SA
Application Deadline: N/A
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