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Insurance Advisor

2 weeks ago

Cape Town, Western Cape, South Africa Sanlam Limited Full time
Sanlam Short-term Insurance Adviser: A Career Opportunity

Sanlam Limited is a leading financial services provider in South Africa, seeking a skilled Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for providing professional and relevant financial advice to new and existing clients, helping them to make informed decisions about their insurance needs.

About the Role:

  • You will assist in growing the Sanlam Adviser Business by identifying new business opportunities and developing relationships with existing clients.
  • You will provide sound personal financial planning advice to clients, using your knowledge of market trends and customer profiles to recommend suitable products and solutions.
  • You will maintain and service client relationships, ensuring that all interactions are compliant and ethical.
  • You will monitor and update client records, documenting all activities and ensuring that targets are met.

Key Skills and Qualifications:

  • Grade 12 qualification or equivalent.
  • Registration with the Financial Sector Conduct Authority (FSCA) as a Financial Advisory and Intermediary Services (FAIS) representative.
  • Knowledge of short-term insurance products and regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

What We Offer:

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A supportive and collaborative work environment.
  • The opportunity to build long-term relationships with clients and contribute to the growth of the Sanlam business.