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.

Similar jobs you might be interested in:

Financial Advisor Team Leader
Location: Bellville
Salary: -
27 days ago

Financial Advisor (Investment Specialist)
Location: Cape Town
Salary:
56 days ago

Retail Management Accountant
Location: Cape Town
Salary:
Crunch numbers, flex brains, and make spreadsheets bow to your brilliance, your next adventure in management accounting awaits. If turning numbers into strategy makes your heart skip a beat, this is the role for you: you’ll lead reporting, budgeting, and forecasting like a pro, collaborate across teams to make business decisions smarter (and less boring), influence efficiency, guide stakehol...
2 days ago

Senior Finance Manager - Retail Operations
Location: Cape Town
Salary:
Are you a CA(SA) who dreams in spreadsheets, spots risks like a hawk, and can herd operations, HR, and property teams without breaking a sweat, ready to call the plays instead of just keeping score? Step into a leadership role with a financially solid national retailer where your insights shape strategy, your CA(SA) skills are celebrated, and you can lead a high-performing finance team while makin...
2 days ago

Finance Manager: Crypto & Blockchain
Location: Cape Town
Salary:
Ever wanted to be the superhero accountant who wrangles chaos, tames wild spreadsheets, and makes blockchain bow to your brilliance? Step into a leadership role where you’ll lead a team of 10+ accounting whizzes, shape processes like a spreadsheet ninja, dive deep into digital assets and blockchain, and combine hands-on accounting with strategy and leadership in a fast-growing global finance...
2 days ago

Crypto Accountant
Location: Cape Town
Salary:
Are you tired of crunching numbers in a traditional ledger? Ready to take your accounting chops to the digital frontier where the only thing faster than transactions is the coffee you’ll need to keep up? Our client is looking for a Web3 Accountant who can balance books, blockchain, and brilliance - all at once. If you can make sense of fiat and crypto, we’ve got a wallet with your name...
2 days ago

Area Manager Cape Town
Location: Cape Town
Salary: 550000 Annually
Are you a natural deal-maker who knows their switchgear from their circuit breaker and can spark sales without tripping relationships? If the thought of growing a territory, electrifying client relationships and powering revenue gets your current flowing, this Area Manager (External Sales) role in Cape Town’s northern suburbs is ready for you to plug into.
3 days ago

Senior Retail Financial Manager
Location: Cape Town
Salary:
If you’re a CA(SA) who lives for problem-solving, spotting risks before they bite, and steering big retail operations with calm confidence, this one’s worth your attention. This role puts you right at the centre of decision-making, supporting teams across operations, property, and HR - and your voice actually matters here.You’ll join a well-known national retailer with massive sc...
6 days ago

Management Accountant CA(SA)
Location: Cape Town
Salary: market related
Management Accountant CA(SA)Western Cape, Cape Town: Northern Suburbs Crunch numbers, shape strategy, and help a business make smarter decisions > your next role is calling. Our client is looking for a driven Management Accountant who thrives on analysis, collaboration, and helping a business make smarter decisions. If you enjoy turning numbers into clear strategies and guiding teams with ...
6 days ago

Management Accountant CA(SA)
Location: Cape Town
Salary:
Crunch numbers, shape strategy, and help a business make smarter decisions > your next role is calling. Our client is looking for a driven Management Accountant who thrives on analysis, collaboration, and helping a business make smarter decisions. If you enjoy turning numbers into clear strategies and guiding teams with financial clarity, this opportunity is for you.You’ll be at the heart...
7 days ago

Financial Advisor – Short-term Insurance

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

Similar jobs you might be interested in:

Create a free job alert for Financial Advisor – Short-term Insurance in CapeTown

Jobseekers

Recruiter

General