Financial Advisor Commercial Insurance
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Job Location:
Cape Town - South Africa
Monthly Salary:
Not Disclosed
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Financial Advisor Commercial Insurance (Sales)
Key Responsibilities:
- Identify and target potential commercial clients through prospecting networking and referrals
- Assess client needs and offer suitable commercial insurance and financial solutions
- Prepare and present proposals quotes and product options
- Build long-term relationships with clients through professional service and periodic reviews
- Maintain knowledge of products market trends and regulations related to commercial insurance
- Ensure compliance with all regulatory requirements and company policies
- Meet or exceed sales targets and performance metrics
- Maintain accurate client records and reporting on CRM systems
- Collaborate with underwriting claims and support teams to ensure client satisfaction
- Conduct policy reviews and risk assessments for new and existing clients
Qualifications and Experience:
- Matric / Grade 12 (essential)
- FAIS-compliant qualification (RE5 NQF Level 4 or higher) (essential)
- 3 years of experience in Commercial Insurance Sales
- Proven track record in meeting or exceeding sales targets
- Valid drivers license and own reliable transport
- Excellent communication negotiation and interpersonal skills
- Strong knowledge of commercial insurance products and the financial advisory process
Key Skills
- Estate Law
- Sales Experience
- Direct Sales
- Time Management
- Trusts
- Quality Assurance
- Customer Service
- Swift
- Training & Development
- Insurance Sales
- Medicare
- Wills
