Insurance and Financial Advisory Expert: South Africa

5 days ago


Cape Town, Western Cape, South Africa Sanlam Full time
About the Role:

We are seeking an experienced Short-term Insurance Adviser to join our team in Cape Town. As a key member of our sales team, you will be responsible for providing new and existing clients with professional and relevant financial advice and products suited to their needs and requirements.

Responsibilities:

  • Undertake comprehensive fact finding with each client to lift needs and priorities.
  • Conduct a financial needs analysis, using relevant e-tools or systems, to ascertain the clients' full financial situation.
  • Provide sound personal financial planning advice and apply financial knowledge in putting together a plan that meets the needs of the client.
  • Maintain and service clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.

Requirements:

The ideal candidate will have a Grade 12 qualification, a relevant short-term insurance qualification, and at least 2 years' sales experience in short-term insurance (Personal lines and Commercial lines). Additionally, the candidate should have good written and verbal communication skills, a clear credit and criminal record, and own transport and a driver's license.

What You'll Get:
  • Opportunity to market multiple products within the Santam Group product range.
  • Competitive remuneration packages, including a lucrative fixed startup component.
  • Excellent support structure.
  • Access to leads.
  • Access to extended and additional support in underwriting.


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