Job Title: Long-term Insurance Specialist
Company:HandPicked Recruitment
Job description: Job Summary Minimum requirements:
- Bachelor’s degree in finance, Insurance, or a related field. A Certified Financial Planner (CFP®) designation is highly preferred or studying towards one.
- 5+ years of experience in long-term insurance
- Must have RE5 certification and be fit and proper.
Duties are, but not limited to:
- Client Consultation: Conduct thorough consultations with clients to understand their long-term insurance needs and financial goals.
- Product Recommendation: Provide tailored independent long-term insurance solutions, including life insurance, disability insurance, and retirement planning products.
- Product Knowledge: Maintain extensive knowledge of long-term insurance products from various providers to offer the best options to clients.
- In-Depth Analysis: Perform comprehensive analyses of clients’ financial situations and recommend suitable long-term insurance products based on their needs and goals.
- Compliance: Ensure all advice and services comply with the Long-term Insurance Act, 1998, and the Policyholder Protection Rules (PPRs) of 2017. Adhere to the fit and proper standard as in BN194 of the FAIS act. Comply with the FAIS act.
- Documentation: Maintain accurate and detailed records of client interactions, recommendations, and transactions in accordance with regulatory requirements.
- Continuous Education: Stay updated with the latest industry trends, regulatory changes, and FPI standards.
- Ethical Standards: Adhere to the FSCA Code of Conduct and Professional Standards, ensuring all actions are in the best interest of clients.
- Risk Assessment: Evaluate clients’ risk profiles and provide appropriate insurance solutions to mitigate potential financial risks.
- Claims Assistance: Assist clients with the claims process, ensuring a smooth and efficient experience.
- Marketing and Networking: Develop and maintain professional relationships with clients, industry peers, and other stakeholders to grow the client base
Please note: Only shortlisted candidates will be contactedHandPicked RecruitmentRecruiter
Expected salary: R5000 – 20000 per month
Location: Gauteng
Job date: Sat, 08 Feb 2025 23:24:22 GMT
Professional CV Tips for Success – jobsguru.co.za
- Contact Information: Use a professional email address and include a phone number. LinkedIn or a personal website can also add value.
- Personal Statement: In 2-3 lines, summarize your strengths and career goals, tailored to the job you’re applying for.
- Work Experience: List roles in reverse-chronological order. Focus on achievements with measurable results, e.g., “Increased sales by 20%.”
- Education: Only list qualifications relevant to the job or recent achievements if early in your career.
- Skills: Include both technical and soft skills. Use keywords from the job description to improve ATS compatibility.
- Formatting: Stick to one or two clean fonts, consistent margins, and ample white space. Avoid graphics unless you’re in a creative field.
- Proofreading: Errors harm your credibility. Review carefully or ask someone else to check for mistakes.
For more guidance, visit jobsguru.co.za.
