Short-term Insurance Specialist: Western Cape

5 days ago


Cape Town, Western Cape, South Africa Sanlam Full time
Job Summary:

We are looking for a highly motivated and experienced Short-term Insurance Adviser to join our team in Cape Town. The successful candidate will provide expert financial advice and guidance to our clients, ensuring they receive tailored solutions to meet their unique needs and goals.

Key Responsibilities:

  1. Client consultations and sales:
    • 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.
  2. Networking, prospecting, and leads generation:
    • Face-to-face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations, or ad hoc presentations.
  3. Client service:
    • Ensure all client interactions are ethical, courteous, and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through support.

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 We Offer:
  • 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.

Why Join Us?

Sanlam is committed to building strong, lasting relationships with our employees and provides many opportunities for growth and development within our five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office.

  • Cape Town, Western Cape, South Africa Santam Insurance Full time

    Santam is the market leader in the general insurance industry in Southern Africa, and we're looking for a talented Short-Term Insurance Specialist to join our team. As a key member of our Complex Claims Unit, you'll be responsible for managing a portfolio of complex claims, ensuring timely and cost-effective resolutions.We're seeking someone with:Minimum 3-5...


  • Cape Town, Western Cape, South Africa OUTsurance Insurance Company Limited Full time

    Position SummaryWe are a leading short-term insurance provider seeking a talented and driven individual to join our team as an OUTsurance Short Term Broker.The successful candidate will have a strong background in sales and marketing, excellent communication skills, and the ability to build relationships with clients and colleagues.Responsibilities...

  • Short Term Broker

    2 days ago


    Cape Town, Western Cape, South Africa OUTsurance Insurance Company Limited Full time

    Job DescriptionWe are seeking a highly motivated and experienced Short Term Broker to join our team at OUTsurance Insurance Company Limited. As a Short Term Broker, you will be responsible for growing and developing our business insurance portfolio. Key outputs for this role include new business sales, client service and management, and high-level...


  • Cape Town, Western Cape, South Africa OUTsurance Insurance Company Limited Full time

    OUTsurance Short Term Broker - Western CapeFull-timeFAIS: Financial Advice Giving RoleSkillset: OUTSURANCE BROKEROUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that...


  • Cape Town, Western Cape, South Africa Sanlam Limited Full time

    About the Role:This Short-Term Insurance Advisor position at Sanlam Limited offers an exciting opportunity for experienced sales professionals to join our team. As a key member of our sales force, you will be responsible for providing expert advice and guidance to clients regarding short-term insurance solutions.Main Responsibilities:Deliver exceptional...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Senior Technical Short-Term Specialist: ProductLocation: Tygervalley, Cape TownIndustry: Financial ServicesEmployment Type: Full-TimeCareer Level: SeniorQualification: NQF5 or relevant short-term qualificationExperience: Minimum 7 yearsResponsibilities:Serve as a subject matter expert on technical product and advice-related matters.Manage the...


  • Cape Town, Western Cape, South Africa JenRec Recruitment Full time

    A reputable and growing Short Term Insurance brokerage requires the services of an experienced Junior Administrator (Short Term Insurance)The ideal candidate must be bilingual in Afrikaans and English with the abilty to adapt and multitask in a fast paced environment to maintain their high level of service standards.- Short term insurance and...


  • Cape Town, Western Cape, South Africa Sanlam Limited Full time

    Short-term Insurance Team Manager: Sanlam Direct Cape (Bellville, Cape Town)Date: 20 Feb 2025Location: Bellville, Western Cape, ZAWho are we?Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We pride ourselves in helping our financial...

  • Insurance Consultant

    4 weeks ago


    Cape Town, Western Cape, South Africa Santam Insurance Full time

    Job title : Insurance Consultant (10)(Cape Town, Bellville)Job Location : Western Cape, BellvilleDeadline : March 24, 2025Quick Recommended LinksJobs by Location Job by industries This role is focused on, but not limited to; Contribution to the net profit and growth targets for business. Delivering exceptional service that exceeds customers' expectations...


  • Cape Town, Western Cape, South Africa Sanlam Limited Full time

    Job SummaryWe are seeking a seasoned team manager to oversee the performance of our short-term insurance sales consultants in the contact centre.Key Accountabilities:Lead and develop a high-performing team of sales consultantsDrive sales growth and improve customer satisfactionDevelop and implement strategies to improve team performance and...


  • Cape Town, Western Cape, South Africa Howland Recruiting Full time

    My well-established client in the Northern Suburbs of Cape Town is seeking a Short-Term Insurance Broker with 5 – 7 years' experience in both Commercial and Domestic lines who is FAIS qualified and accredited. CIMS will be an advantage. Forward a detailed CV with a profile photo NOW Responsibilities: Handle portfolio for both Commercial and Domestic...


  • Cape Town, Western Cape, South Africa Howland Recruiting Full time

    My well-established client in the Northern Suburbs of Cape Town is seeking a Short-Term Insurance Broker with 5 – 7 years' experience in both Commercial and Domestic lines who is FAIS qualified and accredited. CIMS will be an advantage.Forward a detailed CV with a profile photo NOWResponsibilities:Handle portfolio for both Commercial and Domestic...


  • Cape Town, Western Cape, South Africa Western Cape Full time

    We are seeking a highly organized and efficient individual to join our team as an Administration Clerk. The successful candidate will provide administrative support to the Department of Agriculture, Western Cape Government.About the Role:This is an exciting opportunity to join a dynamic team and contribute to the development of the agricultural sector in the...


  • Cape Town, Western Cape, South Africa Western Cape Full time

    The Western Cape Government's Provincial Treasury has an exciting opportunity for two talented individuals to join their team as Administrative Officers.About the PositionThis is a great chance to develop your skills and experience in system administration and support services, while working for a dynamic and innovative organization.Key DutiesSupervising and...


  • Cape Town, Western Cape, South Africa Western Cape Full time

    This is an exciting opportunity for a seasoned legal professional to join the Western Cape Government as Director: Corporate Legal Advisory Services. The successful candidate will be responsible for managing a team of lawyers and providing expert legal advice to the Provincial Executive and departments.Key Responsibilities:Define and review on a continual...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    Job Details: We are seeking an experienced Short-term Insurance Adviser to join our team in Cape Town. The successful candidate will provide expert financial advice and guidance to our clients, ensuring they receive tailored solutions to meet their unique needs and goals.Responsibilities:Client consultations and sales:Undertake comprehensive fact finding...


  • Cape Town, Western Cape, South Africa Western Cape Full time

    The Western Cape Provincial Government is seeking a highly skilled and motivated Administrative Officer to join our team.In this role, you will be responsible for providing administrative support to the Police Ombudsman, including maintaining accurate records and files, coordinating meetings and events, and performing other administrative tasks as...


  • Cape Town, Western Cape, South Africa Hans Mahrt & Co. Full time

    About the JobHans Mahrt & Co. is recruiting an experienced business development consultant to join our team in the short-term insurance sector. The successful candidate will be responsible for acquiring and developing business within the affluent market, with a focus on motor and household insurance products.We are looking for a highly motivated and...


  • Cape Town, Western Cape, South Africa Western Cape Government Full time

    Supporting Western Cape Government's ICT VisionJob Description:This role plays a vital part in maintaining the integrity and efficiency of the Government Motor Transport (GMT) systems and related ICT services. The successful candidate will be responsible for administering ICT systems, coordinating user support, developing documentation, and ensuring IT...


  • Cape Town, Western Cape, South Africa Western Cape Full time

    The Western Cape Government is seeking a highly skilled professional to join our team as an Asset Management Specialist.About the RoleThis is a full-time position within the Department of Infrastructure, responsible for managing departmental assets and developing strategies for their disposal.The successful candidate will have strong analytical skills and be...