EN

Financial Advisers

Company Assupol Life
Reference # FA
Published 14/01/2020
Contract Type Permanent
Location Florida, Gauteng, South Africa
Introduction
To provide suitable financial advise, estate planning and intermediary services to Assupol clients
Job Functions Advisory
Industries Insurance
Specification
•Identify suitable worksites “clients”
•Refer the identified worksites to the Sales Manager
•Establish and maintain professional relationships with clients
•Conduct estate planning
•Conduct a detailed financial needs analysis for client
•Recommend suitable product to meet the needs of the clients based on the analysis
•Follow up on unpaid premiums
•Retain the existing business
•Build and maintain a profitable business
Requirements
FORMAL EDUCATION•Matric
•Recognised FSCA qualification
•RE 5
TECHNICAL/
LEGAL CERTIFICATION
EXPERIENCE •1 year in all relevant categories
Long-term Insurance subcategory A (1.1)
Long-term Insurance subcategory B1 (1.3)
Long-term Insurance subcategory C (1.4)
Retail Pension Benefits (1.5)
Participatory Interests in a collective investment scheme (1.14) as an advantage
Long-term Insurance subcategory B2 (1.20)
Long-term Insurance subcategory B1-A (1.21)
Long-term Insurance subcategory B2-A (1.22)
•1 to 2 years in Financial industry
Job Closing Date 28/01/2020
   
   
Share on
 
Last Updated: 29 days ago [20.06.01.03]
Webserver: SkillsMap (NLBC)