Insurance Growth Advisor – Long/Short-Term Solutions

Stepp; Bloemfontein; Vor Ort; ZAR 300.000 - 540.000; Vollzeit

Zusammenfassung

Stepp in Bloemfontein is seeking a driven insurance professional to drive long-term and short-term insurance sales. You will identify opportunities, conduct needs analyses and provide tailored advice to individuals and businesses, ensuring compliant, competitive coverage.

You will manage client journeys from consultation to policy activation and renewals, building lasting relationships and expanding cross-sell opportunities in a dynamic market.

Qualifikationen

• RE5 certification and relevant NQF qualification (minimum 120 credits, where applicable).
• Relevant Class of Business certification.
• Proven experience in long-term and/or short-term insurance sales.
• Knowledge of FAIS legislation and applicable regulatory requirements.
• Established client network and strong business development skills will be advantageous.
• Excellent communication, negotiation and relationship-building skills.
• Self-motivated, target-driven and able to work independently.
• Strong organisational skills, professionalism and an entrepreneurial mindset.
• Valid driver's licence and own reliable vehicle.

Aufgaben

• Achieve monthly new business and sales targets.
• Identify and develop new business opportunities through networking, referrals, cold calling and other prospecting activities.
• Market and sell long-term and short-term insurance products to individuals and businesses.
• Conduct comprehensive needs analyses to identify clients' financial and insurance requirements.
• Provide professional advice and recommend suitable insurance solutions based on clients' needs.
• Obtain and compare quotations from various insurance providers to ensure competitive and appropriate coverage.
• Manage the entire client journey, from initial consultation and quotation to policy activation, servicing and renewals.
• Build and maintain strong, long-term relationships with existing and prospective clients.
• Identify opportunities to cross-sell and upsell insurance products and related financial services.
• Maintain a healthy sales pipeline to ensure consistent business growth.
• Conduct face-to-face and virtual consultations with clients.
• Ensure that all compliance documentation is accurately completed and that advice is provided in accordance with applicable regulatory requirements, including FAIS.
• Provide regular reports on sales activities, leads, conversions and business development progress to management.
• Stay informed about industry developments, insurance products and regulatory changes.

Jobbeschreibung

Stepp in Bloemfontein is seeking a driven insurance professional to drive long-term and short-term insurance sales. You will identify opportunities, conduct needs analyses and provide tailored advice to individuals and businesses, ensuring compliant, competitive coverage.

You will manage client journeys from consultation to policy activation and renewals, building lasting relationships and expanding cross-sell opportunities in a dynamic market.