Short-Term Insurance and Wealth Advisor

SUMMARY:
Our client, formed from merging four financial entities, offers comprehensive services under one roof, providing tailored compliance, performance-oriented, and strategic solutions to meet diverse client needs. They are looking for Short-Term Insurance and Wealth Advisor to join their team.

POSITION INFO:
Job Title: Short-Term Insurance and Wealth Advisor
Location: Oudtshoorn, George or Belville
(The role will involve a combination of office and remote work, depending on the candidate's location)
Salary: 50% commission per premium wrote for long term funeral products. Short term: 16,5% /2 of the premium = commission
Closing date: End July 2024
 
 
Duties and responsibilities:

• Providing comprehensive financial planning.
• Offering expert advice on finance, retirement planning, investment, and financial advisory services.
• Provide expert advice on Non-Life insurance products
• Offer wealth management solutions (e.g., investments, retirement planning, and estate planning).
• Conduct risk assessments and needs analyses to determine clients' insurance and wealth needs.

• Relevant qualifications in Insurance, Finance, or a related field.
• Proven experience in Non-Life insurance and wealth management.
• Strong knowledge of insurance products, wealth management solutions, and financial planning principles.
• Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA).
• Regulatory examination successfully completed and registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
• Excellent knowledge of financial planning principles and investment strategies.
• CFP or Post diploma in Financial Planning advantageous.
• Strong communication and interpersonal skills to collaborate effectively with clients.
• Passionate about providing the best financial services and advice to clients.
• Ability to maintain and develop relationships with clients and communicate complex financial advice.
• Minimum of 3-5 years DOFA and supervision completion.

• Competitive remuneration packages with company benefits.
• Fast-paced work environment.
• Employee centric practices.
• Remote working conditions (hybrid teams).
• Employee recognition and appreciation initiatives.

• That you have no objection to us retaining your personal information in our database for future matching/ POPI Policy.
• That the information you have provided to us is true, correct, and up to date.