Business Solutions Advisor (Insurance Industry)

SUMMARY:
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.

POSITION INFO:

JOB TITLE: Business Solutions Advisor
AREA: Cape Town / Cape Winelands
INDUSTRY: Insurance & Risk Solutions (Cyber Insurance, Business Rescue, Medical Malpractice)
Salary / CTC: Very competitive salary package (Depending on current earnings, qualifications, and experience)
Report to: Directors and Sales Manager
Type: Permanent

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.

• Grade 12 / Matric (NQF4 or equivalent)
• RE5 Certificate (Regulatory Examination for Representatives)
• FAIS-compliant and fit & proper as per FSCA standards

• 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.

• 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.