OUTsurance Financial Advisor: Life and Investments (Western Cape)

<h3>Company Description</h3><p>OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values.</p><p>Our continued success can be attributed to OUTstanding employees who set the bar high with their energy and expertise. If you’re keen to grow your career in a vibrant environment with lots of friendly ‘gees’, this could be the career opportunity you’ve been looking for.</p><h3>Job Description</h3><p>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.</p><p>To facilitate this model the position of OUTsurance Financial Advisor: Life and Investments has emerged.</p><p>The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio.</p><p><strong>Having sold the following Risk Benefits:</strong></p><ul><li>Life Cover</li><li>Disability Cover</li><li>Critical Illness Cover</li></ul><p><strong>Having sold the following Investment Products:</strong></p><ul><li>Unit Trust Funds</li><li>Retirement Annuities</li><li>Discretionary / Voluntary Investments</li><li>Endowments</li><li>Tax Free Savings Accounts</li></ul><h3>Qualifications</h3><ul><li>Completed Matric or National Senior Certificate</li><li>FAIS credits/Full Insurance Qualifications</li><li>Regulatory Exam (RE5)</li><li>Having completed the required CPD hours in line with your Product category</li></ul><p><strong>Experience</strong></p><ul><li>Minimum of 4  years long term insurance face to face sales experience</li></ul><p><strong>Essential</strong></p><ul><li>Must have your own reliable transport</li><li>Valid SA driver’s license</li></ul><h3>Additional Information</h3><p><strong>Responsibilities: </strong></p><p>Build your own Long term insurance and investment portfolio by:</p><ul><li>Being able to prospect for new clients through various means to ensure good pipeline of business.  Own sourcing of new business.</li><li>Effective communication with both internal stakeholders and clients (written and verbal).</li><li>Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.</li><li>Providing solutions to clients by selling OUTsurance long term insurance and investment products aligned to the needs of the client.</li><li>Prospecting clients from within the OUTsurance group of companies for their life insurance and investment needs by utilising our existing client base.</li><li>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.</li><li>Retention of existing clients including renewal discussion in line with regulatory requirement.</li><li>Keeping abreast with the long term insurance market changes and developments.</li><li>Achieving/Exceeding targets consistently in line with management targets.</li><li>Providing feedback to line management when requested to stay abreast of performance, client and market developments.</li><li>Attending all weekly and ad-hoc team meetings.</li><li>Working closely with internal stakeholders.</li><li>Adhering to all quality standards and measures. Complying with all the necessary legislative and regulatory requirements.</li><li>Being an ambassador for the brand by living our company values in all interactions with internal and external stakeholders</li></ul><p><strong>Competencies:</strong></p><ul><li>Confident and enthusiastic self-starter who can take initiative</li><li>Strong Numerical skills</li><li>Must be able to work independently as well as part of a team</li><li>Problem-solving skills</li><li>Relationship management skills</li><li>Presentation and facilitation skills</li><li>Resilience - Ability to work well under pressure in dynamic environment</li><li>Flexible and adaptable</li><li>Influential, concise, rational and practical communicator</li><li>Discretion, judgment and high levels of trust</li></ul><p>In accordance with OUTsurance Life Insurance Company Ltd's Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.</p>