Strategic Short-Term Insurance Adviser

Sanlam Limited; Cape Town; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Sanlam Limited in Cape Town invites applications for a Short-term Insurance Adviser role. You will provide professional financial advice, plan and sell short-term insurance solutions tailored to client needs, while building a high-quality, sustainable book of business.

Responsibilities include prospecting, client consultations, maintaining compliance, and nurturing relationships to generate ongoing advice and sales.

Qualifications

• FAIS Fit and Proper requirements and Regulatory Examination completed if registered with FSCA.
• Strong financial advisory knowledge and risk management principles.
• Ability to build and manage client relationships and portfolios.

Responsibilities

• Networking, prospecting and lead generation.
• Face-to-face interactions to create business opportunities.
• Presenting short-term insurance solutions professionally and compliantly.
• Maintain and service clients to build loyalty and ongoing sales.
• Monitor and update client needs, renewals and premiums.

Skills

Financial advice & support

Production targets

Budgeting

Compliance & risk management

Client relationship management

Financial planning & recommendations

Education

Grade 12

FAIS Fit and Proper compliance

Job description

Sanlam Limited in Cape Town invites applications for a Short-term Insurance Adviser role. You will provide professional financial advice, plan and sell short-term insurance solutions tailored to client needs, while building a high-quality, sustainable book of business.

Responsibilities include prospecting, client consultations, maintaining compliance, and nurturing relationships to generate ongoing advice and sales.