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Job summary
A leading financial services group is seeking a Short-Term Insurance Specialist to drive growth within its Short-Term Insurance division. The ideal candidate is results-oriented, with a proven track record in short-term insurance. Responsibilities include pipeline generation, target achievement, and providing expert advice to clients. Requires at least 3 years in selling insurance and to meet FAIS compliance requirements.
Qualifications
Minimum of 3 years’ experience in selling short-term insurance as a broker or tied agent.
Must meet Fit and Proper requirements as prescribed by the FAIS codes of conduct.
Responsibilities
Proactively source lead-generating opportunities for income-generating sales.
Meet or exceed the requirement of 8.5 written policies per month.
Conduct comprehensive needs analyses with prospective clients.
Stay informed on competitor products and maintain continuous professional development.
Ensure all activities comply with Insurance regulations and FAIS codes of conduct.
Skills
Prospecting
Cold Calling
Retail Sales
Relationship Building
Networking
MS Office Proficiency
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 within its Short-Term Insurance division. The ideal candidate is results-oriented, with a proven track record in short-term insurance. Responsibilities include pipeline generation, target achievement, and providing expert advice to clients. Requires at least 3 years in selling insurance and to meet FAIS compliance requirements.