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Short Term Financial Advisor: Achieving Long-Term Success

1 month ago

Cape Town, Western Cape, South Africa Sanlam Full time

Unlock Your Potential as a Short Term Financial Advisor

Sanlam Life Ltd is one of the leading financial services providers in South Africa, dedicated to helping individuals achieve their long-term goals. As a Short Term Financial Advisor, you will play a crucial role in building strong relationships with clients and providing them with expert advice on short-term insurance solutions.

We pride ourselves on being a company that values our employees' worth and provides opportunities for growth and development. Our five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office - offer numerous opportunities for advancement and professional fulfillment.

The ideal candidate will have at least 2 years of sales experience in short-term insurance, specifically in personal lines and commercial lines. A relevant qualification in short-term insurance, such as NQF 4 or FAIS credits, is also required. Additionally, the successful applicant will have excellent communication skills, be able to work independently, and possess a clear credit and criminal record.

Key Responsibilities:

  • Provide expert advice on short-term insurance solutions to clients
  • Build and maintain strong relationships with clients
  • Procure sustainable business through effective prospecting and lead generation
  • Manage client interactions and ensure compliance with regulatory requirements
  • Document all client interactions and maintain accurate records

Benefits:

  • Competitive remuneration package, including a lucrative fixed startup component
  • Opportunity to market multiple products within the Santam Group product range
  • Excellent support structure and access to extended and additional support in underwriting
  • Membership to funds and schemes, including medical aid, group life, and pension fund

What We Offer:

  • A dynamic and supportive work environment
  • Ongoing training and development opportunities
  • Access to industry-leading technology and tools
  • A comprehensive benefits package, including medical aid and pension fund

We estimate the salary for this position to be around R250,000 per annum, based on industry standards and the level of experience required. If you are a motivated and results-driven individual looking to take your career to the next level, we encourage you to apply.