Financial Adviser: Commercial and Personal

2 weeks ago


Pretoria, South Africa PSG Insure Full time

**Job description**:
The Adviser is responsible for the selling of short-term personal and commercial insurance products and services to the right clients.

**Responsibilities**:

- Aggressive selling of short-term products specialising in personal and commercial lines
- Quotations for clients
- Follow up on leads
- Advising clients on their short-term insurance needs
- Handling of incoming and outgoing calls
- Renewal visits to clients if requested
- Building and maintaining good working relationships with clients, product providers, colleagues etc.
- On-site and of site meeting with clients
- Dealing with service providers
- Implement company strategy

**Skill sets required**:
Grade 12
- NQF Level 4 - Full qualification (short-term insurance) as set by regulation
- Regulatory examination 1 (Representatives) RE5 successfully completed
- A minimum of 5 years´ short-term insurance experience in personal and commercial
- DOFA confirmation from FSCA
- Good verbal and written communication skills (English and Afrikaans)
- Good negotiating skills
- Highly client-focused with good interpersonal skills
- Resilient with a good level of stress tolerance
- Problem solving and analysis
- Planning and organising
- Strong sales and marketing experience
- Own transport



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