Insurance Advisor

Job Description

We are looking for a professional Insurance Advisor to enhance our client relationships in Durban. The successful candidate will have a keen understanding of personal and commercial insurance products and will provide tailored advice to meet each client’s needs. This is an exciting opportunity to join a dynamic team in a collaborative environment.

Responsibilities

• Evaluate current client portfolios and recommend changes as needed.
• Engage in continuous networking to generate new business opportunities.
• Provide post-sale customer support to maintain client satisfaction.
• Utilize CRM systems to manage and analyze client information.
• Coordinate with underwriting to facilitate smooth policy issuance.
• Develop promotional materials to support insurance campaigns.
• Provide educational workshops for clients on insurance topics.
• Adhere to all regulatory compliance and reporting requirements.

Advantageous

• Experience in financial planning: Knowledge of personal finance and investment strategies.
• Network in the local business community: Connections that may lead to potential new clients.

Benefits

• Competitive salary and commission structure.
• Medical aid contributions.
• Flexible working hours.
• Professional development opportunities.

Company Culture

• Team Spirit: We encourage a collaborative and supportive work atmosphere.
• Integrity: We uphold high ethical standards in all our dealings.
• Customer Focus: Our clients are at the heart of everything we do.