Dynamic Short-Term Insurance Advisor: Build Your Portfolio

Sanlam; East London; Sur place; ZAR 240 000 - 420 000; Plein temps

Avantages offerts par ce poste

Product range access within Santam

Lucrative fixed startup component

Excellent support structure

Access to leads

Underwriting support

Funds and schemes including medical, G

Résumé du poste

Sanlam Connect in East London is seeking experienced Short Term Financial Advisors to market multiple products within the Santam Group. You will build a personal portfolio, provide professional financial advice, and service clients while working with access to leads, underwriting support, and a strong remuneration package.

This role requires a Matric/Grade 12, NQF4 short-term insurance qualification or FAIS credits, RE5, and 2+ years’ sales experience in short-term insurance.

Qualifications

• Good written and verbal communication skills.
• Clear credit & criminal record.
• Own transport and drivers’ license.

Responsabilités

• You will provide new and existing clients with professional and relevant financial advice, planning, and products (sales) suited to their needs.
• You will be responsible for procuring sustainable, high-quality business in line with the targets set.
• Additionally, you will build and maintain a portfolio of clients, ensuring long-term relationships that foster loyalty to the brand and generate ongoing advice and sales.
• This role offers the opportunity to earn recurring commission, further rewarding your efforts in maintaining and growing your client base.
• Networking, prospecting, and lead generation.
• Face-to-face interactions to create business opportunities.
• Prospecting new clients through networks and associations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Using existing sources to establish opportunities across Sanlam businesses.
• Personalized client value propositions.
• Marketing on social media.
• Mining existing client base to identify marketing gaps and sales opportunities.
• Structuring campaigns with new or existing clients.
• Requesting active and ongoing leads and referrals.
• Monitoring client needs, renewal discussions, unpaid premiums, and cancellations.
• Client consultations and sales: complete fact-finding, needs analysis, and presenting solutions.

Connaissances

Written and verbal communication

Own transport

Good communication

Formation

Matric / Grade 12

NQF4 short-term insurance / FAIS credits

RE5

Description du poste

Sanlam Connect in East London is seeking experienced Short Term Financial Advisors to market multiple products within the Santam Group. You will build a personal portfolio, provide professional financial advice, and service clients while working with access to leads, underwriting support, and a strong remuneration package.

This role requires a Matric/Grade 12, NQF4 short-term insurance qualification or FAIS credits, RE5, and 2+ years’ sales experience in short-term insurance.