Insurance Advisor

Job Description

As an Insurance Advisor, you will leverage your expertise to provide sound insurance advice to clients in Durban. You will work closely with policyholders to assess their needs and provide bespoke insurance solutions. This is a fantastic opportunity for someone with a passion for helping others.

Responsibilities

• Provide tailored insurance recommendations to clients.
• Conduct regular follow-ups to address client needs.
• Utilize CRM systems to track client interactions.
• Facilitate coverage changes and claim submissions when needed.
• Participate in continuous training sessions and product updates.
• Work closely with the sales team to optimise leads and referrals.

Requirements

Education

• Matric Certificate or equivalent qualification
• Degree in Business or Finance is an advantage

Experience

• 2+ years of experience in the insurance industry

Technical Skills

• Insurance Product Knowledge
• CRM Software Proficiency

Soft Skills

• Communication Skills
• Interpersonal Skills

Languages

• English: Fluent
• Zulu: Fluent

Advantageous

• Previous sales experience: Ability to drive new business through referrals.
• Familiarity with the local insurance market: Excellent understanding of the insurance landscape in South Africa.

Benefits

• Competitive salary with performance bonuses
• Medical aid and wellness benefits
• Flexible working hours
• Access to ongoing training and development.

Company Culture

• Team-oriented environment: We emphasize collaboration and teamwork to provide the best service to our clients.
• Growth-focused culture: We invest in training and professional development for our employees.
• Empowerment: We value employee input and encourage innovative ideas.