Financial Advisor

The Financial Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients. Responsibilities: · Aggressive selling of short-term products specialising in commercial and personal lines · Quotations for clients · Follow up on leads · Building a client base · Advising clients on their short-term insurance needs · Handling of incoming and outgoing calls · Renewal of policies · Building and maintaining good working relationships with clients, product providers, colleagues etc. · On-site meeting with clients · Dealing with service providers · Implement company strategy · Grade 12 · NQF 4 Short-Term Insurance Certificate · RE5 Certificate · 3 - 5 years´ short-term insurance experience in commercial and personal lines · DOFA confirmation from FSCA · Computer Literacy MS Office