Financial Advisor: Long- term Insurance (BlueStar) Market-related - Johannesburg
INDWE RISK SERVICES
With roots established in 1903, Indwe Risk Services (Pty) Ltd is today one of South Africa's largest independent brokers, providing expert solutions that cover all your personal and business insurance and financial needs. Indwe Risk Services is always looking for passionate, dedicated and innovative people to work in an ambitious and professional working environment. Join our team and become part of the Indwe family. We are looking for a Financial Advisor for our Johannesburg Office to provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external clients and a rewarding service experience and appropriate risk solutions. 1. Grow portfolio Develop and implement a proactive sales plan according to agreed targets Meet agreed new business targets Provide after-sales service for new business Identify and build relationships with partners Write quality new business aligned to sales / marketing plan Negotiate with Insurers re- premium and quotations Do Up and cross-selling on existing and new business 2. Retain and Maintain clients Identify new business opportunities Identify opportunities for cross and up-selling on existing clients Liaise with insurers and /or management regarding premiums and quotations Build relationships with clients through regular calls and informing them of the latest products 3. Perform administration Load policies, amendments and endorsements on the system promptly Ensure premium payments processes and debits are discussed and agreed upon with clients Ensure data integrity on all policy systems General correspondence and e-mails to clients according to company standards Responsible for proactive and reactive underwriting. Adhere to underwriting criteria; FAIS requirements and set company standards General correspondence and e-mails to clients according to company standards Manage incoming and outgoing e-mails according to set norms and standards. Provide regular reports and feedback to the manager 4.Customer service excellence Provide a rewarding service experience at all touch points Ensure that customer queries are attended to and resolved expeditiously Respond to client's requirements by providing appropriate risk solutions. Establish long-term relationships with clients Financial planning for clients Education Matric Wealth Management NQF L5 qualification or higher Passed exam RE: Representatives Drivers' license and own vehicle Exeprience Previous experience within the Financial Services Industry and/or sales environment will be an added advantage. Skills Computer literate Build excellent client relationships/service orientation Entrepreneurial/Business orientation Self-discipline Ability to work in an organized manner Self-confidence Drive/performance orientation Interpersonal skills Communication/presentation skills Knowledge Understanding of the insurance and brokerage industry and environment Sound knowledge and understanding of personal lines insurance FAIS requirements of a representative Legal requirements of the insurance industry Technical insurance knowledge – (underwriting) Personal Attributes Influential Assertiveness Flexibility Interpersonal effectiveness Customer Service orientation Resilience and Tenacity Emotional maturity Proactive Innovative Deadline driven Attention to detail
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