Senior Short-Term Insurance Advisor: Grow Your Portfolio

Sanlam Limited; Cape Town; Presencial; ZAR 180.000 - 340.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive remuneration package

Medical aid

Group life & pension fund

Access to leads

Descripción de la vacante

Sanlam Limited is seeking a results-driven Short-term Insurance Adviser for the Opshield MOB division in South Africa. You will manage complex intermediary and client portfolios, provide expert insurance guidance, and contribute to distribution strategy within a segment.

You will lead relationship management, offer tailored financial solutions, and negotiate terms with clients and product providers, driving sales growth while ensuring compliance and client satisfaction.

Formación

• Matric / Grade 12 plus relevant short-term insurance qualification (NQF 4 or FAIS credits).
• At least 2 years sales experience in short-term insurance (Personal & Commercial lines).
• RE5 required.
• Good written and verbal communication skills.
• Clear credit & criminal record.
• Own transport and drivers’ license.

Responsabilidades

• Customer Relationship Management / Account Management: develop and implement plans for existing accounts and identify decision-makers.
• Information and Business Advice: provide specialist interpretation of policies and resolve queries.
• Financial Advice: implement advisory strategy within area of limited complexity.
• Pricing and Terms Negotiation: lead pricing projects and negotiate within approved boundaries.
• Customer Needs Clarification: tailor materials and questions to assess interest and requirements.

Conocimientos

Verbal communication

Builds rapport

Closes effectively

Initiates sales conversations

Intermediaries process

Maintains relationship

Educación

Undergraduate Degree / Honours

Descripción del empleo

Sanlam Limited is seeking a results-driven Short-term Insurance Adviser for the Opshield MOB division in South Africa. You will manage complex intermediary and client portfolios, provide expert insurance guidance, and contribute to distribution strategy within a segment.

You will lead relationship management, offer tailored financial solutions, and negotiate terms with clients and product providers, driving sales growth while ensuring compliance and client satisfaction.