Life Insurance BrokerGJM Ultra Brokers • Johannesburg, Gauteng, South Africa

Life Insurance Broker

GJM Ultra Brokers • Johannesburg, Gauteng, South Africa

4 days ago

Job description

Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciting opportunity for success!

Salary : Basic R 20 000 – 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.

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Insurance • Johannesburg, Gauteng, South Africa

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