Broker (Long-Term Insurance)

TWK Agri; Pretoria; On-site; ZAR 300,000 - 500,000; Full time

Job summary

TWK Agri is seeking a dedicated Long-Term Insurance Broker in Pretoria. The role involves understanding client needs, providing expert insurance advice, and maintaining client relationships while ensuring compliance with regulatory standards. Ideal candidates will possess relevant qualifications and experience in the long-term insurance sector.

Qualifications

• 2+ years industry experience required.
• Strong understanding of compliance and regulatory standards.
• Valid driver’s license needed.

Responsibilities

• Identify and assess client financial goals and risk tolerance.
• Promote business and develop new client relationships.
• Maintain accurate records and ensure compliance.

Skills

Understanding of long-term insurance

Client relationship management

Risk assessment

Education

Relevant qualification

RE Qualification and industry certificates

Tools

Own vehicle

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

1. Identify client financial goals and risk tolerance to advise suitable products
2. Conduct individual risk assessments related to the suitability of products for the client
3. Promote business to increase customer base and grow revenue
4. Develop new business and maintain existing client relationships
5. Stay up-to-date with industry trends, regulatory requirements, and insurance products
6. Ensure all transactions comply with regulatory and company standards
7. Maintain accurate records of client interactions and policy details

Qualifications And Skills

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

*The company can expire jobs at any time at their own discretion.