Short-term Insurance Specialist

Business Description:

Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.

Company offers the following:

• Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
• Access to business coaching and client advice support
• Assistance with practice management
• Training support, i.e. technical and soft skills training
• Access to an effective lead generation systems and training
• Support with succession planning
• Support with unlocking of equity from adviser practices

Output/Core Tasks:

• Establish long-term relationships with clients
• Financial planning for clients
• Focus on identifying client needs and then offer suitable financial solutionsProvide excellent service orientation and frequent contact with clients

Requirements:

• Matric or NQF4 equivalent certification (Essential)
• Tertiary Certificate and or Degree (Essential)
• Financial qualification and or RE5 accredited
• Drivers license with own vehicle (Essential)
• Sales Experience and Skills (Essential)
• At least 1 year experience in long-term insurance or at least 3 years experience in short-term insurance

15k basic salary plus uncapped commission