• E: info@coverdirect.co.za | T: +27 11 042 5501

  • August 6, 2018

Wanted: Tied Agent

Wanted: Tied Agent

1024 683 Cover Direct

 

JOB PROFILE AND DESCRIPTION

JOB TITLE:                        Tied Agent

BUSINESS UNIT:             Cover Direct – Hollard Tied Agency

JOB GRADE:                     Financial Advisor

 

COMPANY BACKGROUND AND HISTORY

Cover Direct is a licensed financial Services provider (FSP 46250) was founded in 2012 by two directors who have grown the business from a 2-man operation to a business that operates in 2-provinces in South Africa.  We offer specialized Contact Centre Services and High Impact Field Marketing strategies selling life insurance products.

 

JOB PURPOSE

An agent assesses client’s financial position. From the assessment, they determine suitable products for client’s specific need and then recommends Hollard Life products when appropriate.

 

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

Pre-engagement

  • Contact potential clients to set up meetings either in Hollard Branches or at clients’ home / business premises.
  • Gather relevant information before meeting

During engagement

  • Gather financial and personal data to enable risk analysis
  • Present findings from risk analysis
  • Discuss recommended solutions with potential client
  • Explain features and benefits of risk products to clients
  • Assist client with the completion of required information

General

  • Communicate product and regulatory changes to affected clients.
  • Use and expand network to increase client base.
  • Achieve new business targets as agreed to between management and financial advisor.
  • Keep abreast of industry developments and the changing financial services landscape.

 

REQUIRED QUALIFICATIONS

  • Matric
  • RE5

 

OTHER REQUIREMENTS

  • Own vehicle alternatively can provide own means of travel.
  • Valid driver’s license if vehicle owner
  • A South African ID document
  • Clear credit rating
  • No criminal record

 

REQUIRED EXPERIENCE

  • Two (2) years’ experience as financial advisor non-negotiable

 

REQUIRED KNOWLEDGE AND SKILLS

  • An ethical and professional approach to work
  • Excellent interpersonal, communication and listening skills
  • Good negotiation skills with an ability to influence others
  • Capability to simplify and explain complex information
  • The ability to successfully present to individuals and groups
  • The ability to network effectively and build long-term sustainable relationships
  • The ability to work in a team
  • Time management skills
  • Customer service skills
  • Self-motivated individual / Entrepreneurial drive
  • A good level of numeracy and IT skills
  • A target-driven mind-set
  • A flexible approach to work
  • Decision-making skills

 

ON THE JOB/FAMILIARIZATION TIME

One month to be spent on:

  • Product training
  • Systems training
  • Software trainin
  • Technology set up (laptop, access codes, usernames, etc.)

 

Live Company Values

  • Trust & Integrity
  • Client Centric & Service Minded
  • Fun
  • Teamwork and Respect
  • Diversity & Innovation
  • Professional, Disciplined & Focused
  • Fairness and Transparency
  • Appreciation & Recognition
  • Productivity & Win-Win

 

If you fit the bill and would like to apply, please send your CV together with all relevant supporting documents to careers@coverdirect.co.za

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