Senior Insurance Specialist

7 days ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time
About the Role

We are seeking a highly skilled and experienced Insurance Sales Professional to join our team at Liberty Standard Bank Group. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building and maintaining relationships with clients, and providing expert advice on insurance solutions to help our clients achieve their financial goals.

Key Responsibilities
  1. Client Needs Assessment: Understand clients' financial needs, including income, expenses, insurance coverage, financial objectives, and risk tolerance.
  2. Insurance Solutions: Provide expert advice on insurance solutions to help clients achieve their financial goals, including investment planning, cash management, and risk management.
  3. Client Relationship Management: Build and maintain strong relationships with clients, understanding their evolving needs and providing tailored solutions to meet those needs.
  4. Portfolio Management: Manage and regularly update clients' portfolios to ensure they remain aligned with their financial goals and risk tolerance.
  5. Compliance: Ensure all sales activities are conducted in accordance with relevant laws, regulations, and company policies.
Requirements
  • Matric
  • 2 years' sales experience
  • RE 5 qualification
  • FAIS qualification (an added advantage)
  • Own car and driver's license
  • Laptop and network of clients


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