Cape Town Short-Term Insurance Advisor

Sanlam Limited; Cape Town; On-site; ZAR 240,000 - 420,000; Full time

Benefits offered by this job

Access to leads

Underwriting support

Medical aid

Group life & pension fund

Job summary

Sanlam Limited in Cape Town seeks a skilled Short Term Financial Advisor to grow personal and commercial insurance sales, service clients, renewals and amendments, and build a personal portfolio.

You will prospect, generate leads, conduct client consultations, and provide compliant financial advice aligned to Treating Customers Fairly.

Requirements include Matric, 2+ years sales in short-term insurance, RE5, good communication, clean record, own transport and driver's license.

Qualifications

• At least 2 years sales experience in short-term insurance (Personal lines and Commercial lines).
• RE5 is required.
• Good written and verbal communication skills.
• Clear credit and criminal record.
• Own transport and driver's license.

Responsibilities

• Provide professional financial advice and relevant insurance products to new and existing clients.
• Undertake client consultations and needs analysis to establish priorities and recommend suitable solutions.
• Grow the Sanlam Adviser Business by marketing and prospecting within defined markets.
• Deliver compliant and ethical financial advice and maintain long-term client relationships.
• Manage client service activities including renewals, amendments and ongoing support.

Skills

Sales experience

Communication skills

RE5

Clear credit & criminal record

Own transport

Education

Matric / Grade 12

Job description

Sanlam Limited in Cape Town seeks a skilled Short Term Financial Advisor to grow personal and commercial insurance sales, service clients, renewals and amendments, and build a personal portfolio.

You will prospect, generate leads, conduct client consultations, and provide compliant financial advice aligned to Treating Customers Fairly.

Requirements include Matric, 2+ years sales in short-term insurance, RE5, good communication, clean record, own transport and driver's license.