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Boardroom Appointments

Financial Advisor

Boardroom Appointments

  • R Undisclosed
  • Permanent Intermediate position
  • Cape Town
  • Posted 31 Jul 2025 by Boardroom Appointments
  • Expires in 27 days
  • Job 2618261 - Ref JHB005110

About the position

Financial Advisor Commercial Insurance (Sales)
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

Desired Skills:

  • Financial
  • Advisor
  • Commercial
  • Insurance

Boardroom Appointments

About the agency

A brief history & description of services: •Boardroom Appointments was founded by our current CEO, Ms. Maria Ferreira in 1989 •Boardroom Appointments is a Level 1 category B-BBEE 135% contributor •Growing team of Specialist Consultants and Contract Managers have placed professionals throughout all levels and industries •We have a clear understanding of Permanent Recruitment & Temporary Employment Services •Dedicated Site Management take care of and ensure legal compliance regarding Labour / Business process Outsourcing (BPO), Human Resources, Labour Relations, Industrial Relations, Skills & Training, Payroll & Admin, Basic Conditions of Employment Act (BCEA), the Labour Relations Act (LRA) and Bargaining Councils rulings •Our 26 years of experience, bulging databases, address books and incredible national networks enable us to recruit, place and manage all levels of staff including: CEO’s, Managing Directors, CFO’s, COO’s HR Directors, Production Directors, Call Centre Management, Call Centre Agents (Inbound / Outbound), Supervisors, Information Technology specialists, SAP Consultants, Engineers, Project Engineers, Project Managers, Automotive Specialists, Telecommunication Specialists, Locums, Pharmacists, Pharmacist Assistants, Marketing & Sales, Logistics & Distribution and Production Staff including Artisans, Semi-skilled and General Workers. •Our Specialist Consultants cater for each individual clients need; Boardroom Appointments is a strong, well-recognised brand and has formed strategic business partnerships with a multitude of leading blue chip JSE listed companies. We focus on QUALITY and not quantity and strive to find only the best candidates for our clients and save our clients time, effort and energy through a personalised customised service level. Boardroom Appointments provides clients with a range of service offerings. We provide clients with a variety of additional benefits that make our services unlike any other. We have staff transportation facilities, a cross-country network of experience, Contract Managers and a service centre that gives us the ability to handle high volumes of client requests.

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Expires in 26 days

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