Insure Advisor

Company industry:
Financial Services

Job location:
Hermanus, Western Cape

Career level:
Mid-level

Employment status:
Full Time

Qualification:
Certificate: NQF 4 Short Term Insurance and RE

Years of experience:
5 years

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Job description:
The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients.

**Responsibilities**:

- Aggressive selling of short-term products specialising in commercial and personal lines
- Quotations for clients
- Follow up on leads
- Building a client base
- Advising clients on their short-term insurance needs
- Handling of incoming and outgoing calls
- Renewal of policies
- Building and maintaining good working relationships with clients, product providers, colleagues etc.
- On-site meeting with clients
- Dealing with service providers
- Implement company strategy

Skill sets required:

- Grade 12
- NQF Level 4 - Full qualification (short-term insurance) as set by regulation
- Regulatory examination 1 (Representatives) RE5 successfully completed
- A minimum of 5 years´ short-term insurance experience in commercial and personal lines
- DOFA confirmation from FSCA
- Good verbal and written communication skills
- Good negotiating skills
- Highly client-focused with good interpersonal skills
- Resilient with a good level of stress tolerance
- Problem solving and analysis
- Planning and organising
- Strong sales and marketing experience
- Own transport

Ability to commute/relocate:

- Hermanus, Western Cape: Reliably commute or planning to relocate before starting work (required)