Financial Advisor
Cape Town, Western Cape, South Africa
Job Description
Job SummaryAPPLY DIRECTLY VIA CRAYON HERE:How you'll roleIn your role as the Financial Advisor, you must effectively plan, manage leads, and interact with potential clients in order to achieve company goals and objectives. Additionally, you will be in charge of evaluating the requests of healthcare and legal experts and recommending appropriate protective strategies.What you'll do
- Achieve objectives and targets through effective planning, lead management, and engaging with potential customers
- Identify key customers to target and ensure strong relationships are fostered
- Contacting potential clients and creating a rapport by networking, following up on leads, etc.
- Appraising the demands of healthcare professionals and advising them on suitable protection plans
- General admin duties pertaining to new business, endorsements, and claims
- Grade 12 is essential
- RE 5 qualifications are essential
- Class of business qualification for personal and commercial lines is essential
- Recognised NQF level 5 qualification
- Minimum 2 of years' experience in an insurance advisory role (as an agent or broker)
- Experience within a FinTech company in an advisory role beneficial
- Knowledge of commercial insurance (multimark policy wording, common exclusions, endorsements, etc.)
- High-performing and target driven
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Job Detail
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Job IdJD1328669
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:R40000 per month
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Employment StatusPermanent
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Job LocationCape Town, Western Cape, South Africa
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EducationNot mentioned