Financial Advisor Commercial Insurance (Sales)

Boardroom Appointments; Wes-Kaap; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A leading recruitment firm in South Africa is seeking a Financial Advisor for Commercial Insurance Sales. The role involves identifying potential clients, assessing their needs, and offering suitable insurance solutions. Candidates should have a Matric/Grade 12, a FAIS-compliant qualification, and at least 3 years of experience in commercial insurance sales. Excellent communication and interpersonal skills are essential. This opportunity offers a chance to build long-term client relationships within a dynamic team environment.

Qualifications

• 3 years of experience in Commercial Insurance Sales.
• Proven track record in meeting or exceeding sales targets.
• Valid drivers license and own reliable transport.

Responsibilities

• Identify and target potential commercial clients through prospecting.
• Prepare and present proposals and quotes to clients.
• Conduct policy reviews and risk assessments for clients.

Skills

Excellent communication skills

Interpersonal skills

Negotiation skills

Knowledge of commercial insurance products

Education

Matric / Grade 12

FAIS-compliant qualification (RE5, NQF Level 4 or higher)

Job description

Financial Advisor Commercial Insurance (Sales)

Key Responsibilities

• Identify and target potential commercial clients through prospecting, networking, and referrals
• Assess client needs and offer suitable commercial insurance and financial solutions
• Prepare and present proposals, quotes, and product options
• Build long-term relationships with clients through professional service and periodic reviews
• Maintain knowledge of products, market trends, and regulations related to commercial insurance
• Ensure compliance with all regulatory requirements and company policies
• Meet or exceed sales targets and performance metrics
• Maintain accurate client records and reporting on CRM systems
• Collaborate with underwriting, claims, and support teams to ensure client satisfaction
• Conduct policy reviews and risk assessments for new and existing clients

Qualifications and Experience

• Matric / Grade 12 (essential)
• FAIS-compliant qualification (RE5, NQF Level 4 or higher) (essential)
• 3 years of experience in Commercial Insurance Sales
• Proven track record in meeting or exceeding sales targets
• Valid drivers license and own reliable transport
• Excellent communication, negotiation, and interpersonal skills
• Strong knowledge of commercial insurance products and the financial advisory process