Financial Advisor

  • East London
  • Ikua Recruitment Group

ob description

We are looking for Financial Advisors who are able to work on their own as well as in a team environment writing business in accordance with targets laid down

Financial Advisors for motor and household domestic insurance.

Basic R 18000.00 plus UNCAPPED commission plus Medical Aid plus Pension

Incentive 4 x your basic rate if you retain your clients for a year

We're looking for someone with

  • Extensive knowledge of the Short-Term Insurance Industry
  • Thorough understanding of the short-term insurance industry and products
  • Thorough understanding of business principles
  • Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
  • Minimum requirement of 8.5 written policies per month
  • Maintain and update your Lead Generation Matrix on a weekly basis
  • Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
  • Sign up a minimum of 5 active lead referral agents
  • Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
  • Keep up to date and fully informed on product comparisons with opposition products
  • Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
  • Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
  • Maintain the required dress code and professional appearance

Salary : R15,000.00 - R20,000.00 per month