Broker (Long-Term Insurance)

TWK Agri (Pty) Ltd.; Gauteng; On-site; ZAR 300,000 - 600,000; Full time

Job summary

An established industry player is seeking a dedicated Long-Term Insurance Broker to join their Insurance department. This role involves understanding client needs and providing tailored insurance solutions. You'll build and maintain client relationships while staying informed about industry trends and ensuring compliance with regulatory requirements. This position offers an exciting opportunity to grow your career in the long-term insurance sector while making a significant impact on clients' financial security. If you are passionate about helping clients and have a strong background in insurance, this role is perfect for you.

Qualifications

• 2+ years of experience in the long-term insurance industry.
• Strong understanding of client needs and insurance products.

Responsibilities

• Identify client financial goals to advise suitable insurance products.
• Develop new business and maintain existing client relationships.

Skills

Client Relationship Management

Risk Assessment

Sales Skills

Industry Knowledge

Communication Skills

Education

Relevant Qualification

RE Qualification

Industry Certificates

Tools

Insurance Software

Job description

TWK Agri has the following vacancy available: Broker (Long-Term Insurance) within the Insurance department at Pretoria, Gauteng.

Job Summary
We are looking to recruit a Long-Term Insurance Broker who is dedicated and specialized in selling long-term insurance (risk and investment). The broker will be responsible for understanding client needs, providing expert advice, and finding the right insurance solutions to fulfill the needs of the client. The role requires building and maintaining client relationships, staying informed about industry trends, and ensuring compliance with all regulatory requirements.
Responsibilities and Duties

• Identify client financial goals and risk tolerance to advise suitable products
• Individual risk assessment – relation to suitability of products for the client
• Promote business to increase customer base and grow revenue
• Develop new business and maintain existing client base
• Stay up-to-date with industry trends, regulatory requirements and insurance products
• Ensure all transactions comply with regulatory and company standards
• Maintain accurate records of client interactions and policy details

Qualifications and Skills

• Relevant qualification
• 2+ years industry experience
• RE Qualification and industry certificates
• Strong understanding of the long-term insurance industry
• Experience working with a variety of insurance companies
• Own vehicle
• Valid driver’s license