Role Description

The Personal Financial Advisor will be responsible for day-to-day tasks such as selling personal lines policies towards achieving a target, providing customer service and maintaining client relationships. These daily tasks would be towards a bigger goal of building a sustainable book of clients/business. This is a hybrid role, with the primary but flexibility for some remote work.

The candidate must be able to prospect their own clients

Know your client’s insurance needs

Strong Lead generation

Build Clients relationships

Skills

• Experience in customer service and Commercial Insurance sales.
• Excellent communication and interpersonal skills.
• Strong problem-solving and analytical abilities.
• Attention to detail and organizational skills.
• Ability to work independently and prioritize tasks.

You can Email us directly on stuarte@ikusasarec.co.za or renew@ikusasarec.co.za