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Open nowFirst seen 5 days ago

Financial Advisor

Ithemba Recruitment- Sourcing Top Talent650 open roles

Where
Johannesburg, GP, South Africa, Remote
Work mode
Remote
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Your applicationOpen nowFinancial AdvisorIthemba Recruitment- Sourcing Top Talent · Johannesburg, GP, South Africa, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Ithemba Recruitment- Sourcing Top Talent's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Duties and responsibilites:

  • Increase market share and contribute to the overall business objectives and its long-term viability.
  • Manage own development to increase own competencies
  • Build your own Long term insurance and investment portfolio by:
  • Being able to prospect for new clients through various means to ensure good pipeline of business. Own sourcing of new business.
  • Effective communication with both internal stakeholders and clients (written and verbal).
  • Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.
  • Providing solutions to clients by selling the company's long term insurance and investment products aligned to the needs of the client.
  • Prospecting clients from within the organisation for their life insurance and funeral cover needs by utilising our existing client base.
  • 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.
  • Retention of existing clients including renewal discussion in line with regulatory requirement.
  • Keeping abreast with the long term insurance market changes and developments.
  • Achieving/Exceeding targets consistently in line with management targets.
  • Providing feedback to line management when requested to stay abreast of performance, client and market developments.
  • Attending all weekly and ad-hoc team meetings.
  • Working closely with internal stakeholders.
  • Adhering to all quality standards and measures. Complying with all the necessary legislative and regulatory requirements.
  • Being an ambassador for the brand by living our company values in all interactions with internal and external stakeholders.

Qualifications and experience:

  • Completed Matric or National Senior Certificate
  • FAIS credits - 150
  • Regulatory Exam (RE5)
  • 2 -3 years working experience within the long term insurance sector
  • NQF level 4 or NQF level 5 in Wealth Management or Financial Planning

Skills and competencies:

  • Confident and enthusiastic self-starter who can take initiative
  • Strong Numerical skills
  • Must be able to work independently as well as part of a team
  • Problem-solving skills
  • Relationship management skills
  • Presentation and facilitation skills
  • Resilience - Ability to work well under pressure in dynamic environment
  • Flexible and adaptable
  • Influential, concise, rational and practical communicator
  • Discretion, judgment and high levels of trust
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  1. A CV for this posting

    Written against Ithemba Recruitment- Sourcing Top Talent's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Ithemba Recruitment- Sourcing Top Talent's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Ithemba Recruitment- Sourcing Top Talent's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

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  6. The interview in your calendar

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