Boardroom Appointments - Global Human and Talent Capital

Financial Advisor Commercial Insurance (Sales)

Boardroom Appointments - Global Human and Talent Capital  •  Western Cape, ZA (Onsite)  •  4 months ago
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Job Description

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
Boardroom Appointments - Global Human and Talent Capital

About Boardroom Appointments - Global Human and Talent Capital

Boardroom Appointments is a global specialist in Recruitment, Contract Staffing, Project Staffing, Temporary Employment Solutions, Training, HR Consultancy and Expatriate Mobility that operates extensively in Africa, EMEA, America, and Europe.

We have been industry leaders since 1989. Our dynamic team of recruitment and labour professionals has serviced hundreds of clients and placed thousands of candidates in various industries across the globe. We have gained invaluable insight and experience into global market trends and human resource workings.

We have specialized divisions that enhance our ability to service all clients in the following industries:

- FMGC

- Finance, Banking and Insurance

- Manufacturing and Processing

- Oil and Gas, Mining, Engineering and Construction

- Medical, Pharmaceutical and Health Care

- Logistics and Supply Chain

- Information Technology, Media and Telecommunications

- Waste Management and Sanitation Services

- Renewable and Alternative Energy

- Retail and Commercial Property

- Agriculture and Production

- Government and Public Services

- Call Centre and Customer Support Services

Today, Boardroom Appointments has a global candidate database and network, servicing clients around the world with all their Human Capital needs.

This experience allows clients to rely on us FULLY for all their talent needs, both permanent and temporary, while they focus on their core business.

We custom design solutions to perfectly fit our client's recruitment needs and form long-lasting relationships based on quality service and flawlessly fulfilled deliverables.

Our team is comprised of passionate and driven individuals who strive to maintain the best and most professional service to our clients.

We are focused, passionate, and we love what we do.

Industry
Unknown
Company Size
51-200 employees
Headquarters
Bedfordview, ZA
Year Founded
1989
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