(3 Days Left) Short-term Insurance Specialist
2 days ago
Business Description:
Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.
Company offers the following:
- Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
- Access to business coaching and client advice support
- Assistance with practice management
- Training support, i.e. technical and soft skills training
- Access to an effective lead generation systems and training
- Support with succession planning
- Support with unlocking of equity from adviser practices
Output/Core Tasks:
- Establish long-term relationships with clients
- Financial planning for clients
- Focus on identifying client needs and then offer suitable financial solutionsProvide excellent service orientation and frequent contact with clients
Requirements:
- Matric or NQF4 equivalent certification (Essential)
- Tertiary Certificate and or Degree (Essential)
- Financial qualification and or RE5 accredited
- Drivers license with own vehicle (Essential)
- Sales Experience and Skills (Essential)
- At least 1 year experience in long-term insurance or at least 3 years experience in short-term insurance
NB
15k basic salary plus uncapped commission
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