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Financial Advisor and Risk Consultant

Company

Ultra Personnel : Pharmaceutical, Insurance, Engineering

Location

durban, South-Africa

Type

Full-time

Reference: JHB -VM-1

Leading organisation within the investments and financial services industry requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts.

Duties & Responsibilities

  1. Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent.
  2. Preference will be given to candidates with a CFP.
  3. RE5 is essential.
  4. Have completed relevant class of business and product specific training.
  5. FAIS compliant (continuous professional development).
  6. Completed supervision for long-term insurance categories.
  7. Ability to function at a strategic level whilst fulfilling operational responsibilities.
  8. Meet the FAIS honesty, integrity and good standing requirements.
  9. Meet the FAIS minimum experience requirements in respect of long-term insurance products.
  10. Must not have been declared insolvent or provisionally insolvent.
  11. Appropriate tertiary qua...

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