Insurance Policy Advisor

Placements24; Stellenbosch; Hybrid; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Hybrid work

Commission structure

Training & development

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Insurance sales

Financial advisory

Client-facing

Education

Industry certifications

Job description

About the Role

Our client is seeking a knowledgeable and client-centric Insurance Policy Advisor to join their team in Stellenbosch . In this hybrid role, you will be responsible for guiding clients through the complex world of insurance, helping them understand their needs and selecting the most suitable policies. You will build strong relationships with clients, offering personalized advice and ensuring they have the right protection. This position blends in-office collaboration with the flexibility of remote work, offering a dynamic career path within a respected insurance firm.

Key Responsibilities

• Conduct thorough needs assessments with clients to understand their risk exposures and insurance requirements.
• Advise clients on a comprehensive range of insurance products, explaining policy features, benefits, and limitations.
• Develop tailored insurance proposals and solutions that align with client objectives and budget.
• Provide ongoing support to clients, assisting with policy adjustments, renewals, and claims inquiries.
• Cultivate and maintain long-term client relationships based on trust and exceptional service.
• Stay informed about market developments, new insurance products, and regulatory changes.

Requirements

• A proven background in insurance sales , financial advisory, or a related client-facing role.
• In-depth knowledge of various insurance products (e.g., life, short-term, investments).
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving abilities to match clients with appropriate solutions.
• Commitment to ethical conduct and client advocacy.
• Relevant industry certifications or qualifications are highly desirable.

Benefits

• Attractive base salary with uncapped commission potential.
• Hybrid work arrangement offering flexibility between office and remote work.
• Comprehensive training and ongoing professional development opportunities.
• Access to a supportive team environment in Stellenbosch .
• Retirement and medical aid benefits provided.