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Job summary
A leading financial services group is seeking a Short-Term Insurance Specialist to drive growth in their division. The ideal candidate will have a proven track record in insurance sales, meet or exceed targets, and provide expert client advice. This role offers an entrepreneurial opportunity within a high-impact environment, focusing on pipeline generation and compliance with industry regulations.
Qualifications
Minimum of 3 years’ experience in selling short-term insurance.
Track record of success in the short-term insurance space.
Must meet Fit and Proper requirements as per FAIS.
Responsibilities
Proactively source lead-generating opportunities.
Meet or exceed the minimum requirement of 8.5 written policies per month.
Conduct comprehensive needs analyses for prospective clients.
Stay informed on competitor products and maintain continuous professional development.
Ensure all activities comply with insurance regulations.
Skills
Cold Calling
Prospecting
Relationship Management
Networking
MS Office (Excel, PowerPoint, MS Word)
Education
Matric/Grade 12
FAIS Regulatory Examination for Representatives (RE5)
Job description
A leading financial services group is seeking a Short-Term Insurance Specialist to drive growth in their division. The ideal candidate will have a proven track record in insurance sales, meet or exceed targets, and provide expert client advice. This role offers an entrepreneurial opportunity within a high-impact environment, focusing on pipeline generation and compliance with industry regulations.