Hybrid Insurance Policy Advisor — Client-Centric Growth

Placements24; Stellenbosch; Hybrid; ZAR 350.000 - 550.000; Vollzeit

Benefits dieser Stelle

Hybrid work

Commission structure

Training & development

Zusammenfassung

Placements24 in Stellenbosch seeks an Insurance Policy Advisor to guide clients through a range of policies, assess risk, and tailor protections to each need. This hybrid role blends in‑office collaboration with remote work, offering a dynamic career path within a respected insurer.

You will explain policy features, prepare proposals, support renewals and claims, and build long‑term client relationships with clear, ethical advice.

Qualifikationen

• Proven background in insurance sales or financial advisory.
• Knowledge of life, short-term, investments products is valuable.
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving abilities to match clients with solutions.
• Commitment to ethical conduct and client advocacy.

Aufgaben

• Conduct needs assessments to understand client risk exposures and insurance needs.
• Advise on a comprehensive range of insurance products and explain policy features.
• Develop tailored insurance proposals aligned with client objectives and budget.
• Provide ongoing support for policy adjustments, renewals, and claims inquiries.
• Cultivate and maintain long-term client relationships based on trust and service.

Kenntnisse

Insurance sales

Financial advisory

Client-facing

Ausbildung

Industry certifications

Jobbeschreibung

Placements24 in Stellenbosch seeks an Insurance Policy Advisor to guide clients through a range of policies, assess risk, and tailor protections to each need. This hybrid role blends in‑office collaboration with remote work, offering a dynamic career path within a respected insurer.

You will explain policy features, prepare proposals, support renewals and claims, and build long‑term client relationships with clear, ethical advice.