Uk Insurance Sales Advisor

2 weeks ago

Cape Town, South Africa Outworx Full time

This is a full-time, on-site UK Insurance Sales Advisor role located in Cape Town, CBD. The role involves managing and facilitating inbound and outbound calls with customers and clients. You will be required to work as part of a team and individually to provide support to the relevant sales departments clients to ensure conversion of new business, service of existing clients and retention of renewals to achieve and delivery company income targets (KPI’s) in accordance with company procedures and complaint and regulatory requirements.

**Qualifications**
- Matric or NQF Level 4 required.
- Associates or Bachelor’s degree is a plus.

**Requirements**:

- Experience in the UK insurance industry is preferred
- Prior sales and customer service experience
- Strong communication skills and active listening skills are necessary
- Quick thinker with strong ethics and ability to comply with UK regulations
- Fluent in English, both written and verbal
- Exceptional phone etiquette and problem-solving skills
- A team player who can also work independently

**Roles and Responsibilities**

**Sales**
- Complete the key task of “fact finding” to identify clients’ requirements and to provide the best level of cover to fulfil their needs.
- Using the information gathered, determine which Insurers will provide the best level of cover and the most competitive rates for the covers required.
- Obtain quotations, using quotation system, rating guides or by referring to insurers. Communicate quotations, advising the most appropriate in terms of price and cover to meet the applicant’s needs (Storing details of all quotes received).
- Discuss any “additional” covers to ensure that all insurance requirements are satisfied.
- Identify all potential cross sales and up sell opportunities, referring to other departments where necessary.
- Assist and support in the generation of new leads and enquiries

**Customer Service**

**Administration**
- If the quote is accepted verbally, issue written confirmation, providing full details of cover, enclosing proposal(s) for completion (if applicable) and the “Terms of Business” document.
- Issue policy documents and update client records.
- The Advisor will share responsibility for dealing with any actions attaching to existing clients on mid-term adjustments and claims and will occasionally refer to senior colleagues.
- Maintain the system for raising renewals, which should be actioned 4 weeks before renewal date. Manage the departmental diary system and produce renewal documentation.
- Monitor, check and process any documents received from insurers.
- Ensure that the system records are created for new business, mid-term adjustments, enquiries and renewals and updated following all client contacts

**Financial**
- Liaise with accounts department to ensure that credit control rules are followed and that cash flow objectives are achieved.
- Effectively manage the collection of premium payments, minimizing the risk of debt.
- Chase and receive payments by cheque, credit card and direct debit for new business, renewals and policy amendments.

**Compliance**
- Adhere to treating customers fairly (TCF) at all times
- Comply with all regulations as set by the FCA and be aware of and adopt any changes in regulatory practice through attending appropriate training and maintaining competence in the relevant area.
- Follow and comply with all scripting set out by the company in line with the FCA guidelines.

**Systems**
- Accurately record all correspondence with customers and/or insurers onto the relevant system Comply with all process and procedures that have been set out by the company.
- CV
- Matric/ NQF 4 Equivalent
- ID
- Bank statement or bank confirmation - less than 3 months old

**Job Types**: Permanent, Full-time

**Salary**: R9,000.00 per month

Application Question(s):

- Do you currently reside in Cape Town?
- Are you able to start on 13 November 2023?
- Are you able to come through from the 6th-8th November 2023?
- Are you able to provide clear copies of your Matric/NQF 4, ID, Bank statement and updated CV?

**Education**:

- High School (matric) (required)

**Experience**:

- UK Insurance: 1 year (preferred)
- UK Sales: 1 year (preferred)
- Call Centre/ BPO: 1 year (required)

Application Deadline: 2023/11/08
Expected Start Date: 2023/11/13

  • Experienced Telesales Rep Required for Uk Campaign

    4 days ago

    Cape Town, South Africa SalesOutsourced UK Full time

    **Telesales Representative UK (30 hours per week)** Are You a Calling Machine? This role is for the heavy hitters. If you are looking for an opportunity where you are rewarded for your results and want to make a difference in the lives of those you work with, we have an incredible opportunity for you work with businesses in the UK. We are actively...

  • Sales Progressor

    3 weeks ago

    Cape Town, South Africa VA Central Ltd Full time

    Liaising with and updating clients on the progress of their sale. - Take full responsibility for KPI targets - Support to the team - You will ensure that all parties in the chain are aware of required timescales through constant communication with solicitors, mortgage advisor and other agents. - You will need to provide an exceptional level of service to...

  • Mortgage Administrator

    2 weeks ago

    Cape Town, South Africa VA Central Ltd Full time

    **Job description** Are you looking for an exciting career in property? Our client has a reputation for excellence in the Residential Sales sector and an opening has arisen for an Assistant to work within its team. **The role will include the following duties: (This list is not exhaustive)** - Data input of factfinds and preparing of mortgage and insurance...

  • Financial Advisors

    6 days ago

    Cape Town, South Africa RMV Solutions Pty Ltd Full time

    **Job description** - Our client requires financial advisors with RE5 accreditation, sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs.**Key Duties, but not limited...

  • Financial Advisor

    4 days ago

    Cape Town, South Africa Assured Life Full time

    We require financial advisors with RE5 accreditation, sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs. **Key Duties, but not limited to**: - Ensure all clients have a...

  • Office Manager

    4 days ago

    Cape Town, South Africa Leading National Insurer Full time

    **Job Title**: Office Manager - Leading National Insurer **About Us**: Join the forefront of innovation in the insurance industry with a dynamic and leading insurer committed to excellence. We are on the lookout for a **motivated Office Manager with insurance-related experience** to champion the success of our office operations. **Key...

  • Sales Development Representative

    4 days ago

    Cape Town, South Africa amplify5 Full time

    **Key purpose of the role**: The Sales Development Specialist qualifies inbound opportunities through discovery conversations and research within internal systems, in order to support Account Executives conversion. **Responsibilities** - Perform discovery calls to collect, validate and document information for the account executive - Gather contact...

  • Financial Advisor Short Term Insurance Direct Sales

    2 days ago

    Cape Town, South Africa Ikusasa Recruitment Group Full time

    We looking for Finacial Advisors with experience inlead generation who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down Business Development Consultants advise primarily on motor and household domestic insurance You must be able to source...

  • Financial Advisor

    4 days ago

    Cape Town, South Africa Financial Wealth Capital Full time

    **Job description** The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a...

  • Sales Development Representative

    4 days ago

    Cape Town, South Africa amplify5 Full time

    **Key purpose of the role**: Are you a natural closer with excellent language skills? Do you have a passion for helping customers and a desire to work in the sales industry? If so, we are looking for a dedicated Sales Agent to join our team and contribute to our continued growth. **Responsibilities** - High volume of outbound calls - Handle inbound sales...

  • Call Centre Sales Consultant

    2 days ago

    Cape Town, South Africa MPC RECRUITMENT Full time

    centeraSelling short-term insurance products to UK customers - Complete the sale. - Take ownership of the Customer experience. - Capture all necessary information on the system. **Requirements;** - Grade 12 - 1-year experience selling insurance in an a contact centre **Salary**: R9,000.00 - R9,100.00 per month Ability to commute/relocate: - Cape Town,...

  • Inbound Sales Advisor

    2 weeks ago

    Cape Town, South Africa Webhelp Full time

    **Advisor** **Location** - Cape Town, South Africa**Language** - English*** **Job Advert**: - Are you an excellent communicator with exceptional telephone manner? Are you the work hard/play hard type? We have an opportunity for goal-driven go-getters to join vibrant Cape Town team of bubbly beings who bring fun to work every day!- You’ll be joining our...

  • Financial Advisor and Risk Consultant

    Found in: Talent ZA 2A C2 - 3 weeks ago

    Cape Town, South Africa Ultra Personnel Full time

    Minimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.Life insurance experience is essentialShort-term insurance experience is an advantageAppropriate tertiary qualification (bachelors degree in commerce, finance, investments preferable)Have a qualification recognised by the FSCA for FAIS purposes Preference will...

  • Financial Advisor and Risk Consultant

    Found in: Adzuna ZA B C2 - 1 week ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Minimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.Life insurance experience is essentialShort-term insurance experience is an advantageAppropriate tertiary qualification (bachelors degree in commerce, finance, investments preferable)Have a qualification recognised by the FSCA for FAIS purposes Preference will...

  • Financial Advisor and Risk Consultant

    Found in: Whatjobs ZA C2 - 7 days ago

    Cape Town, South Africa Ultra Personnel Full time

    Minimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.Life insurance experience is essentialShort-term insurance experience is an advantageAppropriate tertiary qualification (bachelors degree in commerce, finance, investments preferable)Have a qualification recognised by the FSCA for FAIS purposes Preference will...

  • Financial Advisor

    4 days ago

    Cape Town, South Africa Financial Wealth Capital Full time

    The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a good understanding of...

  • Insurance Uk Claims Agents

    4 days ago

    Cape Town, South Africa Surgo HR & Training Full time

    Calling all Cycling enthusiasts, w ith a passion for sales! Do you enjoy the outdoors? Are you an active person? Is Cycling your passion? **Purpose**: We are cyclists in the insurance industry. Our specialty is getting our fellow cyclists back in the saddle after an unfortunate event happens. We have thirteen years of experience when it comes to...

  • Personal Financial Advisor

    4 days ago

    Cape Town, South Africa Cape Wealth Managers (Pty) Ltd Full time

    We have an opening for a Wealth Advisor to join our team to assist in the generation of insurance and investments new business and retain clients through ongoing review. We are looking for a business focused, driven ambitious individual who wants to grow their own financial planning practice and have access to various product provider solutions to assist...

  • Legal Advisor

    3 days ago

    Cape Town, South Africa Leap Recruitment Full time

    2023 awaits with a great new opportunity! My client a listed company is seeking a Legal advisor to join ther team. Experience within the Insurance industry is required for this role which provides speciaist legal advice and services to the insurance team. They require an admitted attorney with 2-3 years post admission experience. you will be familiar with...

  • Senior Financial Advisor

    4 days ago

    Cape Town, South Africa Africa Direct Group Life and Investments Full time

    **Senior Financial Advisor (Managerial role)** **Salary: 40 -45k and Commission** **Background** The main purpose of this position is to support the group sales strategy and business plan by growing and retaining allocated portfolio business through dynamic customer relationship management. Grow new and existing portfolio within target markets and achieve...