Career Opportunities in Insurance Underwriting

7 days ago


Cape Town, Western Cape, South Africa Future Careers Full time

Our company, Future Careers, is seeking a skilled Financial Advisor to advise on motor and household domestic insurance. As a Short-Term Financial Advisor, you will be responsible for providing expert advice to clients, analyzing their needs, and offering tailored solutions.

About the Job
  • This role involves sourcing new business leads, updating your Lead Generation Matrix regularly, and conducting thorough needs analyses with clients.
  • You will also be required to provide regular reports on lead generation, quotes, sales, and any other relevant data.

Main Responsibilities:

  • Generate new business opportunities through effective lead sourcing and management
  • Analyze client needs and offer personalized financial advice
  • Provide regular reporting on key performance indicators (KPIs)
  • Maintain up-to-date knowledge of product comparisons and competitor offerings

Requirements:

  • A minimum of 2 years' experience in field sales or a related field
  • Matric/Grade 12 qualification and full FAIS credits
  • Valid driver's license and reliable vehicle
  • Tech-savvy with excellent communication skills


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