Financial Advisor – Short-term Insurance

 

Recruiter:

Belmar Personnel

Job Ref:

Financial Advisor – ..

Date posted:

Thursday, November 17, 2022

Location:

CapeTown, South Africa

Salary:

R30 000 - R40 000 plus commission


SUMMARY:
Financial Advisor – Short-term Insurance

JOB DESCRIPTION:

 

Financial Advisor specialising in Short-Term Insurance Personal Lines. The person must be committed, driven and results oriented. The Advisers must be able to work on their own as well as in a team environment writing business in accordance with targets set. Reporting to the Head of Short-Term Insurance. 

Minimum 3 years’ experience in Sales (Face to face) in short-term insurance industry.-            

-            Be professional at all times with prospects, clients, staff and all other stakeholders.

-            Experience in engagement with key business and external partners across all levels.

-            Presentation skills, both one-on-one and to groups.

-            Ability to present professionally to Executives and Corporate Accounts.

 -            Interact in professional manner with all clients (internal and external) in respect of new applications and amendments.

-            Build and maintain a client book.

-            Answers client enquiries and questions regarding short-term insurance products, services and option changes.

-            Responds to the regular and routine client inquiries regarding short-term insurance claims, products and service.

-            Screen phone calls, enquiries and requests.

-            Client Management (Book Management).

-            Assistance in administrative related support services.

-            Prepare and lodge quotations, claims, proposals and renewals

-            Gathering information, following up, preparing of summaries, meeting minutes and financial analysis.

-            Diary management including scheduling appointments and following up on diary requests to ensure appropriate and constructive allocation of time.

-            Liaise with internal and external stakeholders.

-            General Administration support & functions.

-            Manage the Corporate process which includes group presentations to corporate staff, one on one consultants, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building.

-            Obtain effective turnaround time.

-            Conduct a proper needs analysis and offer professional advice.

-            Ensure that you are up to date with all product changes.

-            Be compliant in all activities in accordance with regulations and standards of all insurance regulations and professional guidelines and ethics.

-            Meet continuous professional development objectives as required by the industry. 

-            Professional corporate appearance

-            Persuading & Influencing

-            Relating & Networking

-            Working with People

-            Planning & Organising (Time management)

-            Coping with Pressure & Setbacks

-            Adapting & responding to change

-            High stress tolerance: Able to work quickly and thrive in a high-pressure environment

-            Fast learner

-            Resilience

-            Strong administrative skills

-            Commitment

-            Self-development

-            Computer literate, Office 365 (Outlook, Excel, Word, MS Teams & PowerPoint)

-            Strong co-ordination, organisational and planning skills

-            Excellent interpersonal, communication and networking skills

-            Results orientated, pro-active and deadline driven

-            Strong quality and client service orientation

-            Sound analytical skills

-            Confidentiality

-            High initiative/self-starter/proactive and anticipate requirements

-            Professionalism, excellent judgment, use of discretion, prioritization and problem-solving abilities

-            Ability to work and make decisions independently

-            NQF Level 5

-            Administration/ Short-term insurance qualification

-            FAIS Compliance, as per fit and proper requirements (Minimum Credits 120, DOFA)

-            RE5

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.


 

 

 

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