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Financial Advisor – Short Term (HCV & GIT Insurance)

Financial Advisor – Short Term (HCV & GIT Insurance)

Qetello HoldingsCape Town, Western Cape, South Africa
30+ days ago
Job description

Overview

Job Title : Financial Advisor – Short Term (HCV & GIT Insurance)

Location : Durbanville, Cape Town

Salary : R40,000 – R43,000 CTC per month - Negotiable depending on experience

About the Role

We are seeking a highly motivated and experienced Financial Advisor to join our client’s Sales Department, specialising in Heavy Commercial Vehicles (HCV) and Goods in Transit (GIT) insurance. The successful candidate will be responsible for generating and growing a new insurance book within our established lead-based partnership. You will be based at our client’s offices in Durbanville and must be willing to travel occasionally as required.

Key Responsibilities

  • Sell and promote HCV & GIT insurance products to prospective clients.
  • Build and maintain long-term client relationships.
  • Manage the full sales cycle from lead generation to policy activation.
  • Conduct presentations and facilitate discussions with clients.
  • Achieve monthly and quarterly sales targets.
  • Maintain accurate records and client information.

Minimum Requirements

  • 5+ years HCV and GIT insurance experience.
  • Fully qualified with RE5, FAIS Credits, and NQF 4 qualification.
  • Valid driver’s license and reliable vehicle with uninterrupted access.
  • Entrepreneurial mindset with the ability to work independently and as part of a team.
  • Excellent communication skills (verbal & written)
  • Confident, enthusiastic, trustworthy, and adaptable.

    • Skills & Attributes

  • Strong relationship management skills.
  • Effective presentation and facilitation abilities.
  • Flexible and adaptable to change.
  • Self-motivated and target-driven.

    • Remuneration

  • Basic Salary : R40,000.00 – R43,000.00 CTC per month (negotiable based on experience)

    • Application

    Please send your CV to with the reference Financial Advisor – Short Term in the subject line.

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    Financial Advisor • Cape Town, Western Cape, South Africa