Dynamic Short-Term Insurance Advisor | Grow Your Portfolio

Sanlam; Komani; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Medical aid

Group life & pension fund

Access to leads

Job summary

Sanlam Connect seeks experienced Short Term Financial Advisors to market multiple products within the Santam Group. You will receive leads, benefit from a competitive remuneration package with a fixed startup component, and access extended underwriting support.

A RE5 and a minimum of two years of short-term insurance sales experience are required. You will build your portfolio while providing compliant, professional financial advice.

Qualifications

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

Responsibilities

• Provide professional financial advice and selling short-term insurance products to new and existing clients.
• Build and maintain a portfolio of clients and pursue sustainable, high-quality business.
• Prospect for new opportunities and manage client relationships through the sales lifecycle.
• Conduct needs analysis and present appropriate short-term insurance solutions.
• Ensure compliance with disclosures and advisory requirements.

Education

Matric / Grade 12

RE5 certificate

Job description

Sanlam Connect seeks experienced Short Term Financial Advisors to market multiple products within the Santam Group. You will receive leads, benefit from a competitive remuneration package with a fixed startup component, and access extended underwriting support.

A RE5 and a minimum of two years of short-term insurance sales experience are required. You will build your portfolio while providing compliant, professional financial advice.