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Short-Term Financial Advisor

General

Job TitleShort-Term Financial Advisor
Job CategoryInsurance
LocationWestern Cape
Employment TypePermanent
AreaCape Town
Bee statusInclude All
SalaryMarket Related
Min Salary14000
Max Salary15000
Expiry Date31st December 2024
Deadline Date25th December 2024
ExperienceExperience Required

Introduction

Our Client, a leader in the Insurance Industry, based in the Cape Town area, is looking for Short-Term Financial Advisors!

They would be advising primarily on motor and household domestic insurance.

The ideal candidates are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the company.

Description

Responsibilities and work outputs

  • Source sufficient lead generating 
  • Maintain and update your Lead Generation Matrix on a weekly basis
  • Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
  • Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
  • Keep up to date and fully informed on product comparisons with opposition products

Education Profile

Experience and Qualifications

  • Matric/Grade 12
  • RE5 and full FAIS credits 
  • Must have own vehicle and license
  • At least 2 years field sales experience 

Competencies required

  • Technical Retail Acumen
  • Retail Sales Skills
  • Risk awareness
  • Cross selling

Application Instructions

Please forward your CV to Ronal@myfuturecareer.co.za. Should you not be contacted within 2 weeks, kindly consider your application unsuccessful.

Contact Details

Contact NameRonal
Contact Phone0720865442
Contact Emailronal@myfuturecareer.co.za

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