Senior Insurance Advisor

2 months ago

Cape Town, South Africa Breeze Insurance Full time

**Job Title**: Senior Insurance Advisor (Remote for Ireland-Based Company)

**Location**: Remote

**Company**: Breeze Insurance

**About Us**:
Breeze Insurance is one of Ireland's most trusted and modern insurance intermediaries, offering a wide range of general, life, mortgage protection, and income protection insurance products. With offices in Dublin and Cork, we’re committed to helping customers find the best deals across Ireland's insurance market. We’re expanding and looking for an experienced Senior Insurance Advisor to join our team in a fully remote role.

**Role Overview**:
As a Senior Insurance Advisor at Breeze Insurance, you’ll work closely with clients to assess their insurance needs and secure the best coverage options available. In this senior role, you will play a crucial part in driving client satisfaction through expert advice and personalised service, while also contributing to our growing success. You’ll have the flexibility to work remotely from anywhere. We will support your professional development, including assisting you in preparing for your Accredited Product Adviser (APA) exams, setting you up for long-term success in a senior role with us.

**Key Responsibilities**:

- Provide expert advice on life and general insurance products, assisting clients in selecting the most suitable coverage for their needs.
- Compare insurance products across multiple providers, ensuring clients receive the most competitive offers, particularly in the life insurance market.
- Manage and maintain strong client relationships, providing a personalised and client-focused experience.
- Collaborate with the internal team to stay informed about industry trends, product changes, and compliance updates.
- Ensure compliance with the Central Bank of Ireland's regulations, upholding the highest ethical standards in all customer interactions.
- Actively pursue professional development, including preparing for and completing your APA exams (with full company support).
- Maintain an up-to-date Continuous Professional Development (CPD) record to ensure ongoing compliance with industry standards and best practices.

**Qualifications**:

- A minimum of **3 years' experience** working in a general insurance or life insurance brokerage, or both, with demonstrated success in client management and sales.
- Strong knowledge of insurance products, particularly in the life, mortgage protection, and general insurance sectors.
- Proven ability to deliver excellent customer service and simplify complex insurance options for clients.
- Excellent communication and interpersonal skills, both written and verbal.
- Ability to work independently in a remote environment with mínimal supervision.
- Willingness to sit for your APA exams and continue growing within the insurance industry.
- A commitment to maintaining an up-to-date CPD record in line with regulatory requirements.

**What We Offer**:

- Full support for completing your APA exams, with opportunities for further professional development.
- A fully remote role, offering flexibility and the autonomy to manage your own schedule.
- Significant long-term career growth opportunities within a technology driven, client-focused company.
- Be part of a forward-thinking team that is modernising the insurance experience.
- Salary: ZAR 20,000 per month.
- Bonus Structure:

- Sales Target Bonus: Earn up to ZAR 2,000 (10% of monthly salary) for meeting or exceeding sales targets, such as the number of policies sold or total premium value.
- Customer Satisfaction Bonus: Earn an additional 5% of monthly salary (ZAR 1,000) by achieving or surpassing client retention or satisfaction goals.
- Compliance Bonus: Earn up to ZAR 500 for adherence to internal compliance measures, including successful file audits, ethical sales practices, and process compliance.
- Completion of APA Exams Bonus: A one-time bonus of ZAR 10,000 upon successful completion of your APA exams.

**How to Apply**:

  • Insurance Team Lead Advisor

    6 hours ago

    Cape Town, Western Cape, South Africa WNS Global Services Full time

    About the RoleWe are seeking a skilled and dedicated Insurance Senior Call Center Advisor to join our team at WNS Global Services.

  • Financial Advisor Sales Western Cape

    3 months ago

    Cape Town, South Africa Innovative Financial Advisor Services Full time

    **Financial Advisor** **Sales Western Cape Role** - Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. - We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive...

  • Financial Advisor Sales Western Cape

    4 weeks ago

    Cape Town, South Africa Innovative Financial Advisor Services Full time

    Financial Advisor Sales Western Cape Role · Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. · We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive attitude...

  • Insurance Senior Call Center Representative

    1 month ago

    Cape Town, Western Cape, South Africa WNS Global Services Full time

    Job Title: Insurance Senior Call Center AdvisorAt WNS Global Services, we are seeking a highly skilled and experienced Insurance Senior Call Center Advisor to join our team.Key Responsibilities:Respond to inbound customer telephone calls and initiate customer calls as needed.Provide customers with accurate and timely information to resolve their...

  • Senior Financial Advisor

    4 weeks ago

    Cape Town, Western Cape, South Africa Set Consulting Full time

    Senior Financial Advisor OpportunitySet Consulting is seeking a seasoned Senior Financial Advisor to join our team in Cape Town. As a key member of our Wealth Management division, you will be responsible for building and managing a portfolio of high-net-worth clients in the Western Cape.Main Responsibilities:Develop and execute business growth strategies to...

  • Insurance Senior Call Center Representative

    1 month ago

    Cape Town, Western Cape, South Africa WNS Global Services Full time

    Job Title: Insurance Senior Call Center AdvisorAt WNS Global Services, we are seeking a highly skilled and experienced Insurance Senior Call Center Advisor to join our team.Key Responsibilities:Respond to inbound customer telephone calls and initiate customer calls as needed.Provide customers with accurate and timely information.Take proactive steps to...

  • Insurance Senior Call Center Representative

    2 months ago

    Cape Town, Western Cape, South Africa WNS Global Services Full time

    Job Title: Insurance Senior Call Center AdvisorAt WNS Global Services, we are seeking a highly skilled and experienced Insurance Senior Call Center Advisor to join our team.Key Responsibilities:Respond to inbound customer telephone calls and initiate customer calls as needed.Provide customers with accurate and timely information.Take proactive steps to...

  • Insurance - Customer Advisor

    3 months ago

    Cape Town, South Africa Sigma Connected Group Full time

    A bit more about the Opportunity...: **What Your Day-to-Day will Look Like**: You’ll be working from offices based in Southern Suburbs, Cape Town. This campaign deals with inbound & outbound collections as well as various back office pieces and general enquiries. Alongside, the successful applicant will be required to respond to all incoming and outbound...

  • Advisor/consultant - Short Term Insurance

    5 months ago

    Cape Town, South Africa Hans Mahrt and Co. Full time

    **Calling experienced short term insurance advisors.** **The job**: You will be required to source (hunt for) clients who needs personal lines (car and household) insurance. You need the ability to: - Network and use your networks to generate leads - Cold call and canvass for new prospects and convert them to clients - Convert leads to deals. **What...

  • Commercial Insurance Advisor | Plettenberg Bay

    4 weeks ago

    plettenberg bay, Western Cape, South Africa The Recruitment Council Full time

    Job Description: Commercial Insure Adviser The Commercial Insure Advisor will play a crucial role in supporting the Advisors within a dynamic financial services environment in Plettenberg Bay. This position focuses on both personal and commercial lines of business, providing the ideal candidate with the opportunity to develop their skills and grow within...

  • Senior Sales Advisor

    3 months ago

    Cape Town, South Africa Sayo Legal Full time

    This is a full-time remote role for Remote Senior Sales Advisors. The Senior Sales Advisors will be responsible for driving sales, building relationships with clients, and providing effective solutions to meet their needs. Pay: R4 500,00 - R12 500,00 per month Application Deadline: 2024/08/22

  • Senior Contract and Insurance Manager

    6 hours ago

    Cape Town, Western Cape, South Africa The Legends Agency Full time

    Job Summary:The Legends Agency seeks a highly skilled Senior Contract and Insurance Manager to join our legal and risk management team. This role will be responsible for managing contracts, focusing on insurance matters, and ensuring compliance with key legal and health and safety standards.About the Role:This position will play a key role in managing risk...

  • Senior Financial Advisor

    3 weeks ago

    Eastern Cape, South Africa Afro Miaki Group PTY Full time

    The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions. It entails generating leads through networking and relationship building, resulting in ongoing customer interaction and...

  • Senior Financial Advisor

    4 weeks ago

    Cape Town, Western Cape, South Africa SET Recruitment Consultants Full time

    Job Title: Senior Financial AdvisorJoin SET Recruitment Consultants in Cape Town and be part of a forward-thinking Financial Services business that is seeking a driven individual to take on a pivotal role in acquiring new clients and managing a Wealth portfolio in the Western Cape.Main Responsibilities:Generate business and build a strong book of...

  • Financial Advisor

    6 months ago

    Cape Town, South Africa Ikusasa Recruitment Group Full time

    Our clients is looking for financial advisors to sell the short term insurance products in personal lines - Extensive knowledge of the Short-Term Insurance Industry - Thorough understanding of the short-term insurance industry and products - Thorough understanding of business principles - Be able to write 40 quotes a month and close 8 sales a moth and get 5...

  • Financial Advisors

    5 months 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...

  • Senior Financial Advisor

    2 months ago

    Eastern Cape, South Africa Afro Miaki Group PTY Full time

    The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions. It entails generating leads through networking and relationship building, resulting in ongoing customer interaction and...

  • Lead Insurance Project Coordinator

    1 week ago

    Cape Town, Western Cape, South Africa iLaunch Full time

    About the RoleWe are seeking an experienced Senior Business Analyst to join our team on a 12-month contract basis. This is a hybrid opportunity in Cape Town, working with a leading insurance client.Key ResponsibilitiesThis role involves understanding business needs and acting as an advisor to the business. Key tasks include facilitating group workshops and...

  • Senior Financial Advisor

    5 days ago

    Cape Town, Western Cape, South Africa Investec Full time

    About the RoleAs a Senior Financial Advisor at Investec, you will be responsible for providing expert financial advice to high net worth clients, leveraging your in-depth knowledge of long-term insurance business and markets.Key ResponsibilitiesDevelop and implement comprehensive financial plans tailored to each client's unique needs and goals.Utilize your...

  • Insurance Policy Specialist

    1 month ago

    Cape Town, Western Cape, South Africa Hanel Full time

    Job Description for Insurance Advisor and UnderwriterKey Responsibilities:Deliver exceptional customer service to personal and commercial insurance clientsQuote, underwrite, and issue new and renewal policies for new and existing clientsBuild and maintain strong relationships with clients and internal stakeholdersRecord policy details and information on...