LIFE INSURANCE ADVISOR [PARAPLANNER] Basic commission - Fourways
Kay Solomon Recruitment
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal & external if necessary). Database management & ensuring reviews are completed on a minimum of 1 year cycle. Actively assessing, identifying and checking client's portfolio, segmentation groups, opportunities and possible cross pollination of Database Arranging appointments for Advisors if necessary PRESENTATIONS Presentation and negotiations to individuals & Groups (Where necessary) Client visits when necessary PREPARATION Portfolio preparation & analysis Updating schedules FNA's prep Identify shortfalls & opportunities Astute downloads to data capturer Estate Planning – Estate Preserver – (Wills & Trusts) Preparation of new buy and sells and ensuring that buy & sells are reviewed annually Quotes, in-house servicing, upgrades - downgrades if necessary and campaign follow through Client Authority letters to go out in advance of appointment/s. COMPLIANCE Drafting : FNA, ROA,FP, RAR & Investment Replacement Comparison Ensuring that all Compliance documentation is loaded on X-plan and that compliance documentation and Financial Needs Analysis (FNA) accompany all new business and/or client servicing. Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly GENERAL ADMIN Creating and following up of TASKS & THREADS. Keeping up to date (No overdue's). Monitoring of Lapse Register & Task created and attempt made to retain Queries telephonically & e-mail including service level complaints Conservation / Retention of business including RAR's, Cancellations and Other Advisors requesting info C.O.L (Counter offer letters), Deferred, Declined Technical queries & Broker support on Technical issues Liaising with Broker Consultants Keep up to date with the latest legislation and Industry Trends Continual monitoring and tracking of the new business and servicing pipeline and following up on new business and outstanding servicing requirements TRAINING Compulsory to attend office meeting and in-house training The minimum CPD Points must be maintained by attending training sessions and ongoing training towards a full CFP qualification Fit & Proper Training as per Board notice 190 (2017) General admin – In house servicing – Upgrades and downgrades & new Business TCF POPI FICA Min RE5 qualification 120 Credits essential Min 2 years experience as a Junior Insurance Advisor [Paraplanner] Life,investment and retirement products knowledge essential Own transport essential Basic commission
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