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Job summary
A leading financial services group is seeking a Short-Term Insurance Specialist to drive growth in their Short-Term Insurance division. The ideal candidate will possess a client-centric approach, demonstrated experience in exceeding sales targets, and a proven track record in short-term insurance sales. Responsibilities include pipeline generation, achieving sales targets, and providing expert advice on insurance products, along with ensuring compliance with industry regulations.
Qualifications
Minimum of 3 years’ experience in selling short-term insurance.
Must meet Fit and Proper requirements as prescribed by the FAIS codes.
Track record of success in the short-term insurance space.
Responsibilities
Proactively source lead-generating opportunities.
Consistently meet or exceed 8.5 written policies per month.
Conduct comprehensive needs analyses with prospective clients.
Stay informed on competitor products.
Ensure compliance with insurance regulations.
Skills
Prospecting skills
Cold calling
Retail sales skills
Relationship building
Networking abilities
Proficiency in MS Office
Education
Matric/Grade 12
FAIS Regulatory Examination (RE5)
Job description
A leading financial services group is seeking a Short-Term Insurance Specialist to drive growth in their Short-Term Insurance division. The ideal candidate will possess a client-centric approach, demonstrated experience in exceeding sales targets, and a proven track record in short-term insurance sales. Responsibilities include pipeline generation, achieving sales targets, and providing expert advice on insurance products, along with ensuring compliance with industry regulations.