Financial Advisor Long-Term Insurance

Indwe Broker Holdings; Johannesburg; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading insurance brokerage is seeking a dedicated professional to enhance client relationships and drive sales. The role focuses on developing new business, providing outstanding service, and managing client portfolios. Successful candidates will have strong interpersonal skills and relevant educational qualifications in wealth management. This position offers an opportunity to thrive in the dynamic insurance industry in Johannesburg.

Qualifications

• Previous experience within the Financial Services Industry and/or sales environment is an advantage.

Responsibilities

• Develop and implement a proactive sales plan according to agreed targets.
• Identify new business opportunities and manage existing client relationships.
• Ensure premium payment processes are discussed and agreed upon with clients.
• Provide a rewarding service experience at all touch points.

Skills

Build excellent client relationships

Entrepreneurial orientation

Ability to work in an organized manner

Self-confidence

Drive/performance orientation

Interpersonal skills

Education

Matric

Wealth Management NQF L5 qualification or higher

Job description

How to apply

To submit your application, please email your CV and cover letter to: …

Purpose

To provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external clients AND a rewarding service experience and appropriate risk solutions.

Location / Focus

Johannesburg x2, Commercial Lines

About the role

Context: South African regulatory framework of insurance / brokerage industry.

Customers: Opportunities to provide advice to the client base as well as new clients with an attractive financial model. Includes supportive business and sales support underpinned by a number of other door-opening opportunities.

Values

• Innovative
• Actively seeking continuous improvement
• Nurturing
• To care for our clients with empathy
• Driven
• Proving the best solutions to our customers
• Willing

Reporting line

Individual Insurance Manager / Branch Manager

Education

Matric, Wealth Management NQF L5 qualification or higher

Experience

Previous experience within the Financial Services Industry and / or sales environment will be an added advantage.

Skills

• Build excellent client relationships / service orientation
• Entrepreneurial / Business orientation
• Ability to work in an organized manner
• Self-confidence
• Drive / performance orientation
• Interpersonal skills

Knowledge

• Understanding of the insurance and brokerage industry and environment
• Sound knowledge and understanding of personal lines insurance
• FAIS requirements of a representative
• Legal requirements of the insurance industry
• Technical insurance knowledge (underwriting)

Key Performance Areas

• GROW PORTFOLIO: Develop and implement a proactive sales plan according to agreed targets. Meet new business targets. Identify and build relationships with partners. Write quality new business aligned to sales/marketing plan. Negotiate with insurers on premiums and quotations. Do up- and cross-selling on existing and new business.
• RETAIL AND MAINTAIN CLIENTS: Identify new business opportunities. Identify opportunities for cross and up-selling on existing clients. Liaise with insurers and / or management regarding premiums and quotations. Build relationships with clients through regular calls and informing them of the latest products.
• PERFORM ADMINISTRATION: Load policies, amendments and endorsements on the system promptly. Ensure premium payments processes and debits are discussed and agreed upon with clients. Ensure data integrity on all policy systems. General correspondence and e‑mails to clients according to company standards. Provide regular reports and feedback to the manager.
• CUSTOMER SERVICE EXCELLENCE: Provide a rewarding service experience at all touch points. Ensure that customer queries are attended to and resolved expeditiously. Respond to client requirements by providing appropriate risk solutions. Establish long‑term relationships with clients. Financial planning for clients.