Financial Advisor Commercial Insurance (sales)

Western Cape, South Africa

About the job Financial Advisor Commercial Insurance (Sales)
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