Financial Advisor

Apply

To submit your application, please apply here

Purpose:
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.

Location: Johannesburg

Employment Type: Permanent

Experience:

  • 3 - 7years
  • Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.

Ideal Experience:

  • 7 years of 10 in the short term commercial account sales and servicing experience in brokerage; corporate experience is an advantage;
  • 3 years in a management or supervisory capacity (Proven Track record)

Education:

  • Matric
  • Wealth Management NQF L5 qualification or higher
  • Passed exam RE: Representatives
  • Own vehicle and drivers' license

Ideal Education:

  • Matric;
  • Level 4 FETC Short Term Insurance Qualification;
  • Degree In Insurance qualification;
  • Post matric qualification is an advantage (BComm Risk/Accounting, BBA)

Competencies

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

  Link to Application: https://careers.indwe.co.za/ExternalApplication?id=60

Become cybersafe and learn how to keep your Indwe account safe. Learn more here.