Dynamic Short-Term Insurance Advisor

Sanlam; Rustenburg; On-site; ZAR 180,000 - 250,000; Full time

Benefits offered by this job

Access to leads

Medical aid

Group life & pension fund

Competitive fixed startup component

Job summary

Sanlam Connect is seeking experienced Short Term Financial Advisors in Rustenburg to market multiple products within the Santam Group, with access to leads and underwriting support. You will drive new business in Personal and Commercial Lines, service renewals, and build a personal portfolio while addressing client needs with suitable solutions.

The role offers a competitive remuneration package and membership to medical aid, group life & pension funds, along with access to multiple Sanlam group

Qualifications

• Matric / Grade 12 is 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 and criminal record.
• Own transport and driver’s license.

Responsibilities

• New Business sales: Personal Lines and Commercial Lines.
• Client services, renewals and amendments.
• Building own portfolio and prospecting of new opportunities.
• Addressing client needs by offering relevant solutions and products.
• Maintain and grow a compliant, sustainable client base.
• Monitor and report activities to drive target achievement.

Skills

Good communication skills

Prospecting

Portfolio building

Education

Matric / Grade 12

RE5 certification

Job description

Sanlam Connect is seeking experienced Short Term Financial Advisors in Rustenburg to market multiple products within the Santam Group, with access to leads and underwriting support. You will drive new business in Personal and Commercial Lines, service renewals, and build a personal portfolio while addressing client needs with suitable solutions.

The role offers a competitive remuneration package and membership to medical aid, group life & pension funds, along with access to multiple Sanlam group