Dynamic Short-Term Insurance Adviser: Personal & Commercial

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

Job summary

Talent Candey is assisting a short-term insurance client in Port Elizabeth to recruit driven Short-Term Insurance Advisers for Personal and Commercial Lines. You will generate leads, build a strong sales pipeline and provide professional, advice-led insurance solutions.

The role requires FAIS qualifications, RE5, CPD points, and a proven track record in personal and commercial lines, with own vehicle and a valid licence. You will work both independently and as part of a team to achieve targets.

Qualifications

• Matric / Grade 12.
• Minimum of three years experience selling short-term insurance as a broker or tied agent.
• Sales experience in both personal and commercial lines.
• FAIS credits: 30 credits (before 2010) or FSCA qualification (after 2010).
• RE5 examination is required.
• CPD: 12 points for one line, 18 for both lines.
• Compliance with FAIS fit-and-proper requirements.
• Own reliable vehicle and a valid driver’s licence.
• Computer literacy: Excel, PowerPoint, Word.
• Social media presence for networking and lead generation.
• Ability to generate own leads and develop new business.
• Ability to work independently and in a team.

Responsibilities

• Generate sufficient leads to maintain a healthy sales pipeline.
• Achieve a minimum of four written policies per month and meet targets.
• Maintain Lead Generation Matrix weekly.
• Conduct comprehensive needs analyses with prospective clients.
• Provide personal and commercial short-term insurance advice.
• Build strong relationships with clients and referral networks.
• Stay informed on Momentum Insure products and competitors.
• Ensure compliance with FAIS and professional standards.

Skills

Prospecting

Cold calling

Outbound sales

Lead generation

Relationship building

Networking

Communication

Education

Grade 12

Tools

Microsoft Excel

PowerPoint

Word

Job description

Talent Candey is assisting a short-term insurance client in Port Elizabeth to recruit driven Short-Term Insurance Advisers for Personal and Commercial Lines. You will generate leads, build a strong sales pipeline and provide professional, advice-led insurance solutions.

The role requires FAIS qualifications, RE5, CPD points, and a proven track record in personal and commercial lines, with own vehicle and a valid licence. You will work both independently and as part of a team to achieve targets.