Short-term Insurance Consultant: Regional Role
3 days ago
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 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.
- 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.
- 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 Sanlam Offers:
- 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.
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