Financial Advisor – Commercial Insurance Lines Jobs in Durban, KwaZulu-Natal, South Africa at ExecutivePlacements.com

Title: Financial Advisor – Commercial Insurance Lines

Company: ExecutivePlacements.com

Location: Durban, KwaZulu-Natal, South Africa

Financial Advisor – Commercial Insurance Lines

Recruiter:

Micah Govender Developments

Job Ref:

MGD2026-16

Date posted:

Thursday, April 23, 2026

Location:

Durban, South Africa

Salary:

Basic Salary + Settling in Allowances + Traveling Allowances + Uncapped Coms + Benefits + Incentives

SUMMARY:

Short- term insurance consultant with personal and commercial lines.

POSITION INFO:

Role Purpose

Short-Term Insurance Advisers are committed, driven, result-oriented advisers who can work on their own as well

as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by

the company.

Responsibilities And Work Outputs

Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline.
Minimum requirement of 4 written policies per month.
Maintain and update your Lead Generation Matrix on a weekly basis.
A SIA is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
Perform in line with business expectations on agreed key performance areas.
Keep up to date and fully informed on product comparisons with opposition products.
Be proficient in the short term Insure products and stay abreast of all the product changes and enhancements.
Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics.
Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.
Maintain the required dress code and professional appearance.
Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.

Competencies required:

Prospecting and sales pipeline management
Strong relationship and networking skills
Strong understanding and experience of the short-term Insurance industry in South Africa
Strong verbal and written communication skills
Trustworthy and honest
Advice led sales
Attention to detail
Competitive
Client focused /client centric
Entrepreneurial
Inquisitive nature
Results driven
Cold calling skills/ Outbound skill set
Change fit
Resilient
Retail Sales Skills
Risk awareness
Negotiating skills
Self-development

Experience and Qualifications:

Matric/Grade 12 – ESSENTIAL
FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a fully recognized qualification as per the FSCA qualification list – BENEFICIAL
FAIS Regulatory examination for Representatives (RE5) – BENEFICIAL
12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines – BENEFICIAL
Minimum of 2-3 years'''''''' experience in selling short term insurance (commercial and personal lines) either as a broker agent or tied agent – BENEFICIAL
All required regulatory exams and accreditation – BENEFICIAL
Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
Social media presence and an ability to use social media as a networking tool
Candidate must have their own transport (reliable vehicle) and driver’s license – ESSENTIAL

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