Insurance Agent Consultant

3 days ago


Cape Town, Western Cape, South Africa Structuredwealth Full time

We are seeking an Insurance Agent Consultant to join our team at Structured Wealth Solutions. As a key member of our sales and service staff, you will be responsible for delivering exceptional customer experiences and growing our business through strategic partnerships.

In this role, you will work closely with clients to understand their insurance needs and provide tailored solutions to meet their goals. Your primary focus will be on acquiring new clients and building strong relationships with existing ones.

To succeed in this role, you must have a strong passion for sales and finance, as well as excellent communication and interpersonal skills. You should also be able to think critically and strategically, with a keen eye for detail and a results-driven mindset.

Key Responsibilities:
  • Develop and implement sales strategies to acquire new clients and grow revenue
  • Build and maintain strong relationships with clients and partners
  • Provide exceptional customer service and support to clients
  • Stay up-to-date on industry trends and developments to ensure expert knowledge and advice
Requirements:
  • Bachelor's degree or equivalent experience in finance, business, or related field
  • Proven track record of success in sales and finance, with a strong understanding of financial products and services
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues
  • Ability to think critically and strategically, with a keen eye for detail and a results-driven mindset

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