Dynamic Short-Term Insurance Adviser – Personal & Commercial

Talent Candey; Centurion; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Talent Candey in Centurion is seeking an experienced Short-Term Insurance Adviser for personal and commercial lines. The role focuses on lead generation, needs analyses, and delivering compliant advice to clients.

You'll work independently and in a team, using MS Excel, PowerPoint and Word, with a strong focus on relationship building and networking to grow new business. A valid SA driver’s licence and reliability are required.

Qualifications

• Matric / Grade 12 is required.
• Minimum of three years’ experience selling short-term insurance as a broker agent or tied agent.
• FAIS credits and RE5 certification as specified.
• Own reliable vehicle and a valid driver’s licence.
• Computer literacy including Excel, PowerPoint and Word.

Responsibilities

• Generate leads to maintain a healthy sales pipeline.
• Achieve a minimum of four written policies per month and agreed performance targets.
• Maintain and update the Lead Generation Matrix weekly.
• Conduct comprehensive needs analyses with prospective clients.
• Provide suitable personal and commercial short-term insurance advice.
• Build strong relationships with prospective clients and referral networks.
• Maintain up-to-date knowledge of Momentum Insure products, changes and enhancements.
• Keep informed of competitor products and product comparisons.
• Ensure all activities comply with applicable insurance regulations, professional standards and ethical requirements.
• Maintain and develop the knowledge and skills needed to provide specialist advice.
• Maintain a professional appearance and adhere to the required dress code.
• Meet the applicable FAIS fit-and-proper requirements.

Skills

Lead generation

Prospecting

Relationship building

Networking

Sales experience

Education

Matric/Grade 12

Tools

MS Excel

PowerPoint

Word

Job description

Talent Candey in Centurion is seeking an experienced Short-Term Insurance Adviser for personal and commercial lines. The role focuses on lead generation, needs analyses, and delivering compliant advice to clients.

You'll work independently and in a team, using MS Excel, PowerPoint and Word, with a strong focus on relationship building and networking to grow new business. A valid SA driver’s licence and reliability are required.