Financial Adviser: Commercial and Personal

3 days ago

Hartbeespoort, South Africa PSG Wealth Financial Planning (Pty) Ltd Full time

**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

**Job Types**: Full-time, Permanent

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