Requirements:

• Bachelor’s degree in Commerce, Finance, Investments, or related field.
• FAIS-recognised qualification.
• CFP designation preferred.
• RE5 certification is essential.
• DOFA Certification
• Valid driver’s license and own vehicle.
• Willing and able to travel for client meetings.
• Must be fully authorised as a representative (not under supervision) for FSCA sub-categories:
  
  • Long-Term Insurance: B1, B1-A, B2, B2-A, and C.
  • Experience in these categories must not have lapsed.
• Proven evidence of class of business and product-specific training.
• Up-to-date Continuous Professional Development (CPD) hours.
• Minimum 5 years' experience in a similar role (Broker Consultant / Life Insurance Agent, etc.).
• XPlan experience advantageous; fully computer literate.
• Must meet FAIS honesty, integrity, and good standing requirements.
• Must not have been declared insolvent or provisionally insolvent.
• Excellent written and verbal communication skills.
• Strong negotiation and persuasion abilities.
• Client-focused, proactive, and a self-starter.
• Ability to balance strategic thinking with operational delivery.

Key Responsibilities:

• Identify and analyse Life and Short-Term Insurance (STI) opportunities within financial planning partners’ client bases.
• Prepare and present comprehensive advice documents including proposals, comparisons, and quotations.
• Provide specialist advice in Life Insurance (e.g., Death, Disability, and Critical Illness cover).
• Manage client onboarding and underwriting requirements.
• Conduct regular reviews of clients’ cover based on changes in their circumstances or internal procedures.
• Generate and refer STI leads to the STI tele-advisor:
  
  • Obtain client consent.
  • Book and coordinate appointments.
  • Forward necessary documents (e.g., existing STI schedules).
  • Follow up on appointment outcomes.
• Build and maintain strong relationships with clients and financial planning partners.
• Participate in initiatives to engage, educate, and better meet the needs of clients.
• Travel to reach clientele.
• Track and report on the effectiveness of partner and client initiatives.
• Uphold Treating Customers Fairly (TCF) principles.
• Ensure compliance with all industry and group regulatory requirements.