Financial Advisor Direct Sales

Pretoria, GP, ZA, South Africa

Job Description

This role is for Direct Sales not call center

The Adviser is responsible for maintaining a portfolio of clients in short-term commercial insurance products and services to the right clients.

Responsibilities:

Selling of short-term products specialising in commercial lines

Quotations for clients

Follow up on leads

Building a client base

Advising clients on their short-term insurance needs

Handling of incoming and outgoing calls

Renewal of policies

Building and maintaining good working relationships with clients, product providers, colleagues etc.

On-site meeting with clients

Dealing with service providers

Implement company strategy

Minimum Requirements:

Grade 12

NQF 4 Short-Term Insurance Certificate

RE5 Certificate

3 - 5 years short-term insurance experience in commercial lines - Direct Sales

DOFA confirmation from FSCA

Job Type: Full-time

Pay: R12000,00 - R15000,00 per month

Work Location: In person

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Job Detail

  • Job Id
    JD1637729
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Pretoria, GP, ZA, South Africa
  • Education
    Not mentioned