Financial Advisor – Short Term (HCV & GIT Insurance)

Qetello Holdings; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A recruitment agency in Cape Town is seeking an experienced Financial Advisor specializing in HCV and GIT insurance. This role involves generating a new insurance book, maintaining client relationships, and achieving sales targets. Candidates should have at least 5 years of relevant experience and must possess RE5 and NQF 4 qualifications. This position offers a salary of R40,000 - R43,000 per month, negotiable based on experience.

Qualifications

• 5+ years HCV and GIT insurance experience.
• Valid driver's license and reliable vehicle.
• Excellent verbal and written communication skills.

Responsibilities

• Sell and promote HCV & GIT insurance products.
• Build and maintain client relationships.
• Achieve sales targets.

Skills

Relationship management

Presentation skills

Self-motivation

Target-driven

Education

RE5, FAIS Credits, NQF 4 qualification

Job description

Overview

Job Title: Financial Advisor – Short Term (HCV & GIT Insurance)

Location: Durbanville, Cape Town

Salary: R40,000 – R43,000 CTC per month - Negotiable depending on experience

About the Role

We are seeking a highly motivated and experienced Financial Advisor to join our client’s Sales Department, specialising in Heavy Commercial Vehicles (HCV) and Goods in Transit (GIT) insurance. The successful candidate will be responsible for generating and growing a new insurance book within our established lead-based partnership. You will be based at our client’s offices in Durbanville and must be willing to travel occasionally as required.

Key Responsibilities

• Sell and promote HCV & GIT insurance products to prospective clients.
• Build and maintain long-term client relationships.
• Manage the full sales cycle from lead generation to policy activation.
• Conduct presentations and facilitate discussions with clients.
• Achieve monthly and quarterly sales targets.
• Maintain accurate records and client information.

Minimum Requirements

• 5+ years HCV and GIT insurance experience.
• Fully qualified with RE5, FAIS Credits, and NQF 4 qualification.
• Valid driver’s license and reliable vehicle with uninterrupted access.
• Entrepreneurial mindset with the ability to work independently and as part of a team.
• Excellent communication skills (verbal & written)
• Confident, enthusiastic, trustworthy, and adaptable.

Skills & Attributes

• Strong relationship management skills.
• Effective presentation and facilitation abilities.
• Flexible and adaptable to change.
• Self-motivated and target-driven.

Remuneration

• Basic Salary: R40,000.00 – R43,000.00 CTC per month (negotiable based on experience)

Application

Please send your CV to [e-mail] with the reference Financial Advisor – Short Term in the subject line.