Independent Shortterm Insurance Broker

Succession Financial Planning; Pretoria; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A licensed financial services provider in Pretoria is looking for an Independent Shortterm Insurance Broker to manage client portfolios and provide expert insurance advice. The ideal candidate will have a minimum of 2 years experience in the shortterm industry and a strong existing client base. Key responsibilities include offering tailored finance solutions and fostering strong client-adviser relationships. A vehicle is required for the role, and the position is commission-based.

Qualifications

• Minimum 2 years experience in the shortterm industry.
• Existing client base compulsory.
• Own vehicle compulsory.

Responsibilities

• Manage client portfolios and provide expert insurance advice.
• Offer tailored finance solutions and ensure comprehensive customer service.
• Conduct retirement planning consultancy.

Skills

Insurance Brokerage experience

Customer Service skills

Communication skills

Interpersonal skills

Teamwork

Education

Grade 12

Minimum 120 industry related credits

RE5

Job description

Company Description

Succession Financial Planning (SFP) is a licensed financial services provider dedicated to creating lasting partnerships between clients and advisers. Our goal is to ensure that each client receives sound financial advise and a tailormade product according to his/her own circumstances. SFP is committed to facilitating strong, supportive relationships that enhance the financial well-being of our clients.

Role Description

This is a full-time on-site role located in Pretoria for an Independent Shortterm Insurance Broker. The Insurance Broker will be responsible for managing client portfolios, providing expert insurance advice, offering tailored finance solutions, and ensuring comprehensive customer service. Additional tasks include retirement planning consultancy and building strong client-adviser relationships.

Qualifications

• Insurance Brokerage and Insurance experience
• Strong Customer Service skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Minimum 2 years experience in the shortterm industry.
• Minimum of 120 industry related credits
• RE5 compulsory
• Grade 12 compulsory
• Existing client base compulsory
• Commission only based on a share percentage.
• Own vehicle compulsory