Senior Commercial Advisor - #336643

Future Careers

Date: 2 weeks ago
City: Cape Town, Western Cape
Contract type: Full time


Job Title Senior Commercial Advisor
Job Category Insurance
Location Western Cape
Employment Type Permanent
Area Cape Town
Bee status Include All
Salary Market Related
Min Salary Not Set
Max Salary Not Set
Expiry Date 30th September 2024
Deadline Date 31st August 2024
Experience Experience Required


Our client based in Cape Town are in search of a Senior Financial Advisor!!


  • Assists in planning and implementing pursuit of strategic opportunities for
  • Business Insurance, by cultivating client relationships or other commercial
  • relationships and identifying new markets for Business Insurance products or
  • services.
  • Monitor and assess sales and market data for a specific geographic region and
  • market segment
  • produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.
  • Customer Relationship Development / Prospecting
  • Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision
  • Use personal expertise to identify the complex standard products and/or services offered by the organisation that meet the customer's needs, together with quantities and product configurations.
  • Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions agreement.
  • Develop a personal network within the business sector and represent the organisation at business sector events.
  • Obtain market intelligence and enhance the visibility and reputation of the organisation, its products, and its services.
  • Customer Relationship Management / Account Management
  • Develop and implement a customer contact plan to communicate product launches and engage the customers in relevant sales campaigns.
  • Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.
  • Enter customer information that has been gathered through research and/or through direct customer contact into the customer relationship management system, to ensure that the organisation has quality data to enable effective customer retention and business development activities.
  • Applies expertise to act as an authority to clearly present solutions that link directly to the key objectives and challenges important to the client.
  • appropriate time to understand core needs, Aligns stated needs with solution benefits, Explains how the solution aligns with needs

Education Profile

  • Matric
  • Full FAIS accreditation (150 credits)
  • RE 5

EXPERIENCE General Experience

  • 3-6 years industry and commercial experience

Application Instructions

Please forward your CV to [email protected]. Should you not be contacted within 2 weeks, kindly consider your application unsuccessful.

Contact Details

Contact Name Ronal
Contact Phone 0720865442
Contact Email [email protected]

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