Commercial Insurance Advisor & Client Partner

Telesure Investment Holdings; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance advisory firm in Durban is seeking a motivated Business Partner to provide comprehensive insurance solutions to businesses and individuals. The ideal candidate will possess a minimum of 2 years in financial advisory services, strong client relationship management skills, and a relevant degree. Responsibilities include conducting needs analysis, developing tailored insurance strategies, and offering ongoing client support. This role offers a dynamic work environment focused on enhancing client satisfaction and industry compliance.

Qualifications

• Minimum 2 years of experience in financial advisory services.
• Proven track record of success in insurance sales.
• Strong understanding of insurance products and regulations.

Responsibilities

• Conduct thorough needs analysis and advise clients on insurance solutions.
• Develop customized insurance strategies for clients.
• Provide ongoing support and guidance to clients.

Skills

Client relationship management

Communication skills

Needs analysis

Knowledge of insurance products

Education

Bachelor's degree in Finance or Business Administration

RE 5

Short-Term Insurance certificate

Job description

A leading insurance advisory firm in Durban is seeking a motivated Business Partner to provide comprehensive insurance solutions to businesses and individuals. The ideal candidate will possess a minimum of 2 years in financial advisory services, strong client relationship management skills, and a relevant degree. Responsibilities include conducting needs analysis, developing tailored insurance strategies, and offering ongoing client support. This role offers a dynamic work environment focused on enhancing client satisfaction and industry compliance.