Life Insurance Broker
Johannesburg, Gauteng
Posted 7 days ago
- Company:
- GJM Ultra Brokers
- Company Description:
- Asset management, financial planning, medical billing, professional tax & accounting, short-term insurance.
- Contract Type:
- Full Time
- Experience Required:
- 3 to 4 years
- Education Level:
- Grade 12
- Number of vacancies:
- 1
Job Description
Salary: Basic R 30 000 – R 40 000 plus commission
Requirements:
• Minimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ BCom)
• RE5 Non-Negotiable
• Relevant Class of Business's in place
• Fit and Proper
• Minimum 3 Years in Financial Planning Role
• Excellent command of Microsoft Excel or related software
• Experience in working with Professionals and High Net worth clients.
• Previous Book not a requirement
• Driver’s License and Own Vehicle non-negotiable
Responsibilities:
• Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings.
• Prospect and obtain new clients in the market to add to its already extensive book
• Provide financial products and services in a professional manner, building rapport and confidence with the clients.
• Work with various FSP's and internal departments and communicate effectively and efficiently in resolving concerns or queries.
• Maintain ongoing communication with clients
• Develop comprehensive financial plans tailored to individual client
• Provide advice on investment strategies, retirement planning, estate planning, and tax optimization
• Stay informed about market trends and economic developments
• Assess clients’ risk tolerance and recommend appropriate risk management strategies
• Provide advice on Investment and Risk Products.
• Identify opportunities for cross-selling and upselling financial services
• Network with professionals, attend industry events, and participate in marketing initiatives
• Ensure compliance with industry regulations and ethical standards.
• Maintain accurate records and documentation.
• Stay updated on changes in financial laws and regulations.
• Prepare regular reports for management and clients.
