Financial Services Specialist

3 days ago


Nelspruit, Mpumalanga, South Africa Future Careers Full time

We are a leader in the Insurance Industry, based in a key location, looking for Short-Term Financial Advisors to advise primarily on motor and household domestic insurance.

The ideal candidates are committed, driven, results-oriented professionals who are able to work independently as well as collaboratively within a team environment, achieving business targets set by the company.

Key Responsibilities

Lead Generation: Source sufficient leads through various channels.

Quote Request Handling: Contact clients to conduct needs analysis and provide professional advice after receiving a quote request.

Weekly Reporting: Submit reports reflecting leads, quotes, sales, lead sources, average premiums, total premiums, and other relevant information as required.

Product Knowledge: Stay updated and informed about product comparisons with competitors' offerings.



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