Monday , February 26 2024

Vacancies at OUTsurance – OUTsurance Financial Advisor

Website OUTsurance

Job Description:

Our long term insurance and investment product offering has grown significantly over the years. We have now developed a Life and Investment face to face distribution channel, with custom made systems, processes and products. To facilitate this model the position of OUTsurance Financial Advisor: Life and Investments has emerged.

Job Responsibilities:

  • Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients
  • Keeping abreast with the long term insurance market changes and developments.
  • Providing feedback to line management when requested
  • Effective communication with both internal stakeholders and clients
  • Providing solutions to clients by selling OUTsurance long term products aligned to the needs of the client.
  • Drafting, tracking and measurement of your personal business plan
  • Retention of existing business including renewal discussion in line with FAIS
  • Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying
  • Providing on-going service and support to your individual client base (amendments, renewals, claims etc.).

Job Requirements:

  • Valid SA driver’s license
  • Completed Matric or National Senior Certificate Non -negotiable

Qualification & Experience:

  • Having completed the required CPD hours in line with your Product category Negotiable
  • Regulatory Exam (RE5) Non -negotiable
  • 2 – 6 years relevant Long Term Insurance Experience (Face to Face) Non -negotiable
  • FAIS credits/Full Insurance Qualifications Negotiable pending on DOFA

Job Details:

Company: OUTsurance

Vacancy Type: Full Time

Job Location: Umhlanga, KwaZulu-Natal, South Africa

Application Deadline: N/A

Apply Here