Independent Financial Advisor - Short-Term Insurance

Bowman Outsourcing; Cape Town; On-site; ZAR 223,000 - 446,000; Part time

Job summary

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.

Qualifications

• 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.

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.

Skills

Sales & marketing experience

Client relationship building

Communication skills

Independent work

Education

RE5 certification

Finance/Insurance qualification

Job description

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.