Join Our Team as a Long-Term Insurance Broker Are you passionate about helping individuals and families secure their financial future? Do you have a knack for understanding complex insurance products and providing for you to join our dynamic team as a Long-Term Insurance Broker based in Durban, KZN. Our client is a leading provider of comprehensive insurance solutions specializing in long-term financial planning. We pride ourselves empower our brokers to succeed and thrive in the insurance industry. Job Responsibilities: Conduct thorough
and virtually. Financial Analysis: Provide professional advice through detailed financial needs analysis Wealth Management: Secure and grow clients' financial security and portfolios. Client Support: Handle
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their their current financial situation, setting financial objectives, and developing strategies to achieve monitoring and reviewing. • Financial Planning: Conduct comprehensive financial assessments of clients, understanding understanding their financial goals, analysing their current financial situation, and create personalised
and virtually. Financial Analysis: Provide professional advice through detailed financial needs analysis Wealth Management: Secure and grow clients' financial security and portfolios. Client Support: Handle
Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales million Scan client base and target market for financial planning opportunities Generate leads by identifying interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and agreements with new/existing clients Conduct financial needs analysis for clients using business's FNA Consolidate recommendations and action steps into a financial plan Source quotations for product related recommendations
a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies, including including life insurance, annuities, funeral, retirement policies, etc. The broker will be responsible providing expert advice, and finding the best insurance solutions to meet those needs. This role involves determine their insurance requirements. Provide expert advice on suitable long-term insurance products. Explain various insurance policies. Sales and Policy Placement: Present and sell long-term insurance products
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their their current financial situation, setting financial objectives, and developing strategies to achieve monitoring and reviewing. • Financial Planning: Conduct comprehensive financial assessments of clients, understanding understanding their financial goals, analysing their current financial situation, and create personalised
individuals to join our team. Specializing in insurance sales, we offer full training, an uncapped commission to potential clients.
- Present and sell insurance products with confidence and professionalism.
- success.
- Previous experience in selling insurance is essential.
- Excellent communication
Job Requirements:
Allocation of Stock
customers who have searched or applied for Life Insurance. Using their quotation system and proven sales panel of leading insurers and convert these clients into sales. The post Insurance Sales Executive appeared