Financial Advisor (Short Term Insurance, Sales & Marketing)

Bowman Outsourcing; Cape Town; Vor Ort; ZAR 223.000 - 446.000; Teilzeit

Zusammenfassung

Bowman Outsourcing is seeking a proactive Financial Advisor specializing in short-term insurance, sales, and marketing, operating as an independent contractor in Cape Town. You will leverage your existing client base and networks to drive sales and promote tailored insurance solutions.

The role offers a 6-month probation with potential permanent placement based on performance. You will manage client relationships, identify needs, and execute effective marketing strategies to grow the business.

Qualifikationen

• Proven experience as a Financial Advisor, preferably in short-term insurance.
• Track record of achieving targets in sales and marketing.
• Strong interpersonal and communication skills.
• Ability to work independently and manage time effectively.

Aufgaben

• Provide expert financial advice and consultation to clients regarding short-term insurance products and services.
• Develop and maintain strong client relationships, leveraging your existing client base and expanding through effective networking and referrals.
• Identify client needs and recommend suitable insurance solutions to meet their financial goals and objectives.
• Drive sales activities to achieve and exceed set targets and KPIs.
• Execute effective marketing strategies to promote company products and services, enhancing brand visibility and client acquisition.
• Utilize your own client database to generate leads and maximize sales opportunities.

Kenntnisse

Sales & marketing experience

Client relationship building

Communication skills

Independent work

Ausbildung

RE5 certification

Finance/Insurance qualification

Jobbeschreibung

About the job Financial Advisor (Short Term Insurance, Sales & Marketing)

Location: Bree Street, Cape Town, South Africa
Employment Type: Independent Contractor (6-month probation, potential for permanent)

Company Overview:
We are an Authorised Financial Services Provider specializing in short-term insurance solutions. Located in the vibrant heart of Bree Street, Cape Town, we pride ourselves on delivering tailored financial advice and exceptional customer service.

Job Summary:
We are seeking a dynamic and motivated Financial Advisor with expertise in short-term insurance, sales, and marketing. This role is ideal for an independent contractor who possesses a strong client base and thrives in a target-driven environment. During the initial 6-month probation period, you will have the opportunity to showcase your skills with the potential for a permanent position based on performance.

Responsibilities:

• Provide expert financial advice and consultation to clients regarding short-term insurance products and services.
• Develop and maintain strong client relationships, leveraging your existing client base and expanding through effective networking and referrals.
• Identify client needs and recommend suitable insurance solutions to meet their financial goals and objectives.
• Drive sales activities to achieve and exceed set targets and KPIs.
• Execute effective marketing strategies to promote company products and services, enhancing brand visibility and client acquisition.
• Utilize your own client database to generate leads and maximize sales opportunities.

Requirements:

• Proven experience as a Financial Advisor, preferably in short-term insurance.
• Demonstrated success in sales and marketing, with a track record of achieving targets.
• Strong interpersonal and communication skills, capable of building rapport and trust with clients.
• Ability to work independently and manage your own time effectively.
• Relevant qualifications in finance, insurance, or a related field (e.g., RE5 certification).
• Existing client base and network within the financial services industry is highly advantageous.
• Knowledge of regulatory requirements and compliance standards in the financial services sector.