Short-term Financial Advisor

Cape Town, South Africa | Posted on 03/06/2024

We are seeking a dynamic and results-driven Short-Term Advisor to join our team. The Short-Term Advisor will be responsible for managing and expanding our client base in a sustainable and profitable, and ethical manner.

Duties and Responsibilities

• Client liaisons and advisory responsibilities
  • To provide risk management and short term insurance advice to a selected portfolio of existing clients.
  • To prospect new clients to grow the insurance portfolio and to achieve contracted targets.
  • To provide appropriate short-term insurance and risk management advice through a client SLA.
  • To provide exceptional service, enhancing the clients’ experience of Origin, with a focus on client retention.
  • To liaise with and follow the advice and instruction of the appointed Line Manager in respect of projects, goals, retention and maintenance of clients, in order to drive incom...