Insurance Financial Advisor

Hiring Company:Execz® Executive Placements
City / Town:Oberholzer, Carletonville
Location:Gauteng
Job type:Full-Time
Published:

Website Execz® Executive Placements

Execz® Executive Placements

Location:

Oberholzer, Carletonville

 

Duration:

Permanent Position

 

Type of Business:

Insurance Company

 

Remuneration:

Commission Based

 

Key Responsibilities:

 

We are looking to hire a financial advisor to join our team. Will communicate with clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.

 

Job Duties:

 

·         Manage operations and productivity at an insurance company.

·         Create and modify procedures and documents related to policies.

·         Assist in claims management.

·         Identify and analyze risks associated with policies.

·         Achieve target budgets.

·         Minimize risk of financial loss.

·         Obtain and oversee company insurance or related funds that management uses to cover costs such as disability benefits or lawsuits.

·         Direct information for claimants.

·         Preside over claims investigations.

·         Review insurance policies.

·         Manage insurance data for reports.

·         Analyze statistical data, such as mortality, accident, sickness, disability, and retirement rates and construct probability tables to forecast risk and liability for payment of future benefits

·         Determine premium rates.

·         Ascertain cash reserves necessary to ensure payment of future benefits.

·         Market research.

·         Market analysis.

·         Recruit and solicit clients.

·         Assess clients’ needs and goals.

·         Recommend strategies.

·         Execute strategies.

·         Monitor accounts.

·         Identify new opportunities

Skills and Qualifications:

·         Matric

·         3 – 5 years’ experience

·         Must have RE5

·         Must have NQF 4 qualifications.

·         They must have a book of +- R750 000 per annum

·         Well spoken

·         Strictly Must have Sales Experience in an Insurance Company

To apply for this job email your details to mail@execz.co.za

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