Consultative Short-Term Insurance Adviser

Jobtailor; Ballito; On-site; ZAR 180,000 - 480,000; Full time

Job summary

Jobtailor is seeking a Financial Adviser specializing in short term insurance to build and maintain strong client relationships in Ballito. You will conduct consultations to understand client needs, tailor insurance solutions, and drive sales targets through proactive advice.

Valid FAIS and RE qualifications, NQF 4/5, and a valid driver’s license are required; access to a vehicle for work is essential. Strong data handling and CRM usage will support your commissions-driven success.

Qualifications

• NQF Level 4 or 5 required.
• FAIS and RE qualifications required.
• More than 2 years’ experience in Short Term Insurance.

Responsibilities

• Building and maintaining customer relationships.
• Conducting consultations to understand client needs.
• Developing sales strategies to meet targets.
• Managing sales data through software solutions.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4/5

FAIS & RE

Tools

Sales Software

Job description

Jobtailor is seeking a Financial Adviser specializing in short term insurance to build and maintain strong client relationships in Ballito. You will conduct consultations to understand client needs, tailor insurance solutions, and drive sales targets through proactive advice.

Valid FAIS and RE qualifications, NQF 4/5, and a valid driver’s license are required; access to a vehicle for work is essential. Strong data handling and CRM usage will support your commissions-driven success.