Business Solutions Advisor (Insurance Industry)

Benefits:Bonuses
Location:Cape Town
Reference:#PTA000050/Candi
Company:Finding Personnel

Our client is seeking a dynamic and driven business solutions advisor to join their innovative and fast-paced team. This role is geared towards individuals with a go-getter attitude, exceptional problem-solving abilities, and a passion for working with high-end clients and strategic partners. The ideal candidate is adaptable, hands-on, and thrives in a client-facing environment where professionalism, creativity, and detail orientation are key.

Key responsibilities:
  • Engage with high-value clients, investors, and business partners to deliver tailored risk and insurance solutions.
  • Present product offerings and business solutions confidently through professional and compelling presentations.
  • Identify and pursue new business opportunities and partnerships to drive growth.
  • Work closely with stakeholders to understand their needs and develop innovative, process-driven solutions.
  • Manage challenging client relationships with diplomacy, patience, and professionalism
  • Collaborate with internal teams to streamline processes and improve client service delivery.
  • Assist in the implementation and continuous improvement of administrative and operational functions.
  • Stay adaptable to industry changes and client expectations, adjusting strategies accordingly.
  • Participate in ongoing training on specialised products including cyber insurance, business rescue solutions, and medical malpractice claims.
  • Engage with high-value clients, investors, and business partners to deliver tailored risk and insurance solutions.
  • Present product offerings and business solutions confidently through professional and compelling presentations.
  • Identify and pursue new business opportunities and partnerships to drive growth.
  • Work closely with stakeholders to understand their needs and develop innovative, process-driven solutions.
  • Manage challenging client relationships with diplomacy, patience, and professionalism
  • Collaborate with internal teams to streamline processes and improve client service delivery.
  • Assist in the implementation and continuous improvement of administrative and operational functions.
  • Stay adaptable to industry changes and client expectations, adjusting strategies accordingly.
  • Participate in ongoing training on specialised products including cyber insurance, business rescue solutions, and medical malpractice claims.
Qualifications and required skills
Minimum requirements
  • Grade 12 / Matric (NQF4 or equivalent)
  • RE5 Certificate (Regulatory Examination for Representatives)
  • FAIS-compliant and fit & proper as per FSCA standards
Experience:
  • 5-10 years’ experience in an insurance advisory role.
  • Exposure to high-net-worth and/or commercial client portfolios is advantageous.
  • Background or interest in cyber insurance, business rescue, and/or medical malpractice insurance is a bonus.
  • Clear criminal and credit record.
Skills and attributes
  • A go-getter attitude with high energy and self-motivation.
  • Excellent communication and interpersonal skills.
  • Strong problem-solving capabilities and strategic thinking.
  • Meticulous attention to detail and organisational skills.
  • Ability to work under pressure and manage multiple client accounts simultaneously.
  • Confident in creating and delivering professional presentations.
  • Creative and innovative mindset, with the ability to suggest and implement process improvements.
  • Strong administrative capabilities and a hands-on approach to daily tasks and Ability to adapt quickly to change and work in a fast-evolving environment.


Posted on 09 Apr 11:17, Closing date 9 May

See also: Insurance
 
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