Growth-Focused Short-Term Insurance Advisor

Sanlam; KwaMakhutha; On-site; ZAR 180,000 - 340,000; Full time

Benefits offered by this job

Access to leads

Medical aid

Group life & pension fund

Job summary

Sanlam Connect is seeking experienced Short Term Financial Advisors to market Personal Lines and Commercial Lines within the Santam Group product range. The role includes client services, renewals, and building a personal portfolio, with access to leads and a competitive remuneration package.

Ideal candidates have at least 2 years sales experience in short-term insurance, RE5, matric, a clean credit and criminal record, and own transport.

Qualifications

• Matric / Grade 12 is 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 and criminal record.
• Own transport and driver's license.

Responsibilities

• Provide new and existing clients with professional financial advice and sales of suitable short-term insurance products.
• Procure sustainable, high-quality business in line with targets and build a client portfolio.
• Maintain long-term relationships to generate ongoing advice and sales.
• Ensure compliance and ethical conduct in all client engagements.
• Renewals, amendments, and client servicing to ensure satisfaction and retention.

Skills

Communication skills

RE5

Own transport

Education

Matric / Grade 12

Job description

Sanlam Connect is seeking experienced Short Term Financial Advisors to market Personal Lines and Commercial Lines within the Santam Group product range. The role includes client services, renewals, and building a personal portfolio, with access to leads and a competitive remuneration package.

Ideal candidates have at least 2 years sales experience in short-term insurance, RE5, matric, a clean credit and criminal record, and own transport.