Financial Advisor Life Products Job Description Template
Our company is looking for a Financial Advisor Life Products to join our team.
Responsibilities:
- Perform annual financial review with clients;
- Always operate within the private bank business strategies and the brand guidelines;
- Clients will be sourced through private bank marketing or by referrals from the private bankers directly. There will be NO cold calling of clients;
- Develop and manage own sales plan and sales pipeline;
- Assist private bank management with marketing and sales plans;
- Ensure credibility with clients and private bankers through effective service delivery.
Requirements:
- financial planning;
- long-term insurance;
- Sales;
- South African Citizen;
- Financial Analysis;
- Income tax legislation;
- estate duty legislation;
- The ability to present in a professional way in client meetings;
- life products;
- Professional interpersonal skills and the enjoyment of ongoing people and client contact, is essential;
- CFP;
- financial advice;
- Planning;
- FAIS legislation;
- Relevant tertiary qualification (B.Com, B.Bus.Sci, National Diploma) and a completed Certified Financial Planning (CFP) qualification.