Short-Term Insurance Advisor

7 days ago

Louis Trichardt, Limpopo, South Africa The Recruitment Council Full time

The company is seeking a motivated and skilled Adviser to join their team in Louis Trichardt, Limpopo. This mid-level position focuses on selling short-term commercial and personal insurance products and services to clients. The successful candidate will be responsible for aggressively marketing and selling these products while providing exceptional customer service.

Responsibilities:

  • Actively sell short-term insurance products, specializing in both commercial and personal lines.
  • Generate and provide quotations to clients based on their specific needs.
  • Follow up on leads to convert them into clients.
  • Build and maintain a robust client base through effective relationship management.
  • Advise clients on their short-term insurance needs, ensuring they are well-informed.
  • Handle incoming and outgoing calls professionally and efficiently.
  • Manage the renewal of insurance policies, ensuring timely processing.
  • Conduct on-site meetings with clients to discuss their insurance requirements.
  • Collaborate with service providers and implement company strategies effectively.

Minimum Requirements:

  • Grade 12 qualification.
  • NQF 4 Short-Term Insurance Certificate.
  • RE5 Certificate.
  • 3-5 years of experience in short-term insurance, specifically in commercial and personal lines.
  • DOFA confirmation from the FSCA.
  • Proficiency in MS Office.

Skill Sets Required:

  • Excellent verbal and written communication skills.
  • Strong negotiation abilities.
  • Highly client-focused with excellent interpersonal skills.
  • Resilience and the ability to manage stress effectively.
  • Problem-solving and analytical skills.
  • Planning and organizational capabilities.
  • Proven sales and marketing experience.
  • Own transport is essential for client meetings.
Why This Role?

This is a fantastic opportunity for an ambitious individual to excel in the insurance industry while contributing to the growth of the company in a vibrant community. The role offers a chance to build meaningful client relationships and achieve personal and professional growth within a supportive environment.

  • Financial Advisor Makhado Career Opportunity

    2 days ago

    Louis Trichardt, Limpopo, South Africa Momentum Full time

    Company OverviewMomentum, a leading financial services company, offers a unique opportunity for skilled professionals to join our team as Financial Advisors. With a focus on delivering exceptional customer service and building long-term relationships, we seek individuals who share our passion for helping people achieve their financial goals.Job DescriptionWe...

  • Financial Advisor

    2 days ago

    Louis Trichardt, Limpopo, South Africa Metropolitan Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Metropolitan. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, developing and maintaining client relationships, and providing exceptional customer service.Key Responsibilities:Develop and...

  • Talent Pool for Sales and Finance Experts

    2 days ago

    Louis Trichardt, Limpopo, South Africa Momentum Full time

    Join Our TeamMomentum Metropolitan is a leading financial services company that provides innovative solutions to help people grow their savings, protect what matters to them, and invest for the future. We are seeking a highly motivated and experienced Financial Services Professional to join our team as a Financial Advisor. In this role, you will have the...

  • Momentum Metropolitan Financial Services Position

    2 days ago

    Louis Trichardt, Limpopo, South Africa Momentum Full time

    Momentum Metropolitan Financial Services PositionWe are seeking a talented Financial Advisor to join our team at Momentum Metropolitan. As a Financial Advisor, you will be responsible for delivering exceptional customer service, building long-term relationships with clients, and providing expert financial advice to help them achieve their goals. You will...

  • Insure Adviser: Commercial and Personal Lines

    4 weeks ago

    Louis Trichardt, South Africa PSG Konsult Full time

    **Job description**: The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients. - **Responsibilities**: - Aggressive selling of short-term products specialising in commercial and personal lines - Quotations for clients - Follow up on leads - Building a client base - Advising clients...

  • Insure Adviser: Commercial

    4 weeks ago

    Louis Trichardt, South Africa PSG Konsult Ltd. Full time

    **Designation**: Insure Adviser: Commercial & Personal Lines | Louis Trichardt, Limpopo **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 12 Apr 2024 **Reference Number**: POS37788 **Closing...

  • Insure Adviser: Commercial

    4 weeks ago

    Louis Trichardt, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Insure Adviser: Commercial & Personal Lines | Louis Trichardt, Limpopo **Category**: - Advisers **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 12 Apr 2024 **Reference Number**: -...

  • Financial Advisor

    4 weeks ago

    Louis Trichardt, South Africa Sanlam Full time

    Who are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

  • Branch Manager

    2 weeks ago

    Louis Trichardt, South Africa Sanlam Full time

    Who are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

  • Monitoring and Evaluation Coordinator

    4 weeks ago

    Louis Trichardt, South Africa THINK Full time

    THINK is a non-profit organisation committed to advancing health and well-being for vulnerable communities both locally and globally. Our work spans three central domains: research, health systems strengthening, and capacity building. Our focus is on addressing a wider spectrum of critical health challenges which include Infectious Diseases, Mental Health,...