FINANCIAL ADVISOR / BROKER (LONG & SHORT-TERM INSURANCE)

SUMMARY:
My client, a well established brokerage firm is in need of a suitable broker/ financial advisor to join their team based in Port Elizabeth.

POSITION INFO:

Minimum Education / Experience / Knowledge required:

• Grade 12 (Matric) qualification
• Full Tertiary Qualification acknowledged by the FSCA is essential (i.e. BCom)
• Postgraduate in Financial Planning will be advantageous
• RE5 examination non-negotiable
• Be fully bilingual (English & Afrikaans)
• Driver’s License and Own Reliable Vehicle Essential
• In-depth short-term insurance knowledge essential
• In-depth long-term insurance knowledge essential
• Class of Business: Short Term Personal Lines (if DOFA date is after 1 April 2018)
• Class of Business: Short Term Commercial Lines (if DOFA date is after 1 April 2018)
• Class of Business: Long Term Insurance (if DOFA date is after 1 April 2018)
• Class of Business: Pension Fund Benefits (if DOFA date is after 1 April 2018)
• Class of Business: Investments (if DOFA date is after 1 April 2018)
• Class of Business: Long- & Short-Term Deposits (if DOFA date is after 1 April 2018)
• Proven Track record of relevant Continuous Professional Development (CPD) in the previous and current CPD cycles
• Product Specific Training Certificates of all products previously marketed and or worked with
• Computer skills and knowledge (especially of Word, Excel, Outlook, Internet) and knowledge of operation of standard office equipment
• Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping
• Knowledge of principles and practices of basic office/administrative management

If you feel you are the right candidate for this position, please apply online, the package would be negotiable.

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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