Broker (Long-Term Insurance)

TWK Agri; Howick; On-site; ZAR 30 000 - 60 000; 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, providing expert advice, and delivering tailored insurance solutions. The ideal candidate will have a strong grasp of the long-term insurance landscape and a proven track record in client relationship management. You'll be responsible for conducting risk assessments, promoting business growth, and ensuring compliance with industry regulations. If you are passionate about helping clients secure their financial futures, this opportunity is perfect for you.

Qualifications

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

Responsibilities

• Identify client financial goals and advise suitable products.
• Maintain accurate records of client interactions and policy details.

Skills

Long-Term Insurance Sales

Client Relationship Management

Risk Assessment

Industry Knowledge

Education

RE Qualification

Relevant Qualification

Job description

TWK Agri has the following vacancy available: Broker (Long-Term Insurance) within the Insurance department in the Midlands, KwaZulu-Natal.

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
• Conduct individual risk assessments related to the suitability of products for the client
• Promote business to increase customer base and grow revenue
• Develop new business and maintain existing client relationships
• 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

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