Client-Focused Short-Term Insurance Advisor

Montis BlueStar - Financial Advisory Services authorised by Sanlam; Ceres; Presencial; ZAR 300.000 - 600.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Access to leads

Underwriting support

Medical aid

Group life & pension fund

Descripción de la vacante

Sanlam Connect is seeking experienced Short Term Financial Advisors to market multiple Santam Group products. You will provide professional financial advice, build a personal portfolio, and service existing clients. The role includes prospecting, meeting production targets, and maintaining compliant advice records.

Access to leads and underwriting support are part of the package. The ideal candidate has RE5, a minimum of 2 years sales experience in personal and commercial lines, and a valid

Formación

• Matric / Grade 12 required.
• At least 2 years sales experience in short term insurance (Personal and Commercial lines).
• RE5 required.
• Good written and verbal communication skills.
• Clear credit & criminal record.
• Own transport and drivers’ license.

Responsabilidades

• Provide professional financial advice and sales for new and existing clients.
• Procuring sustainable, high-quality business in line with targets.
• Build and maintain a client portfolio with long-term relationships.
• Proactively prospect new opportunities and grow the business.

Conocimientos

Communication

Clean credit & criminal record

Driver's license

Own transport

Educación

Matric / Grade 12

Descripción del empleo

Sanlam Connect is seeking experienced Short Term Financial Advisors to market multiple Santam Group products. You will provide professional financial advice, build a personal portfolio, and service existing clients. The role includes prospecting, meeting production targets, and maintaining compliant advice records.

Access to leads and underwriting support are part of the package. The ideal candidate has RE5, a minimum of 2 years sales experience in personal and commercial lines, and a valid