Financial Advisor Commercial Insurance (Sales), Cape Town

Financial Advisor Commercial Insurance (Sales) Key Responsibilities

Identify and target potential commercial clients through prospecting, networking, and referrals

Assess client needs and offer suitable commercial insurance and financial solutions

Prepare and present proposals, quotes, and product options

Build long-term relationships with clients through professional service and periodic reviews

Maintain knowledge of products, market trends, and regulations related to commercial insurance

Ensure compliance with all regulatory requirements and company policies

Meet or exceed sales targets and performance metrics

Maintain accurate client records and reporting on CRM systems

Collaborate with underwriting, claims, and support teams to ensure client satisfaction

Conduct policy reviews and risk assessments for new and existing clients

Qualifications and Experience

Matric / Grade 12 (essential)

FAIS-compliant qualification (RE5, NQF Level 4 or higher) (essential)

3 years of experience in Commercial Insurance Sales

Proven track record in meeting or exceeding sales targets

Valid drivers license and own reliable transport

Excellent communication, negotiation, and interpersonal skills

Strong knowledge of commercial insurance products and the financial advisory process

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