Life Insurance Sales Professional

3 weeks ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

Unlocking Sustainable Growth with Liberty

About Us

Liberty, a subsidiary of the Standard Bank Group, has been protecting and growing the lives of over 3.2 million people across Africa since 1957. Our commitment to being there for our clients in every moment of their lives has led us to develop a comprehensive range of solutions that focus on their financial, physical, and emotional well-being.

Our Approach

We understand that financial security is not just about numbers; it's about people. That's why we take a holistic approach to insurance, combining financial expertise with empathy and understanding. Our goal is to help our clients achieve their goals, navigate life's challenges, and enjoy peace of mind.

Your Role

As a Life Insurance Sales Professional, you will be responsible for understanding your clients' financial needs, determining their expenses, income, insurance coverage, financial objectives, and risk tolerance. You will provide expert advice on insurance coverage, investment planning, cash management, and other areas to help your clients achieve their financial goals.

Key Responsibilities

  1. Understand clients' financial needs and provide personalized solutions
  2. Determine clients' expenses, income, insurance coverage, financial objectives, and risk tolerance
  3. Provide expert advice on insurance coverage, investment planning, cash management, and other areas
  4. Regularly review clients' bank and other accounts to analyze their financial data
  5. Manage and update clients' portfolios to ensure alignment with their goals
  6. Build and maintain a strong client base through exceptional customer service and relationship-building

Requirements

  • Matric
  • 2 years of sales experience
  • RE 5 qualification (FAIS qualification an added advantage but not essential)
  • Own car and drivers' license
  • Laptop and network of clients


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