Insurance Adviser – Personal & Commercial Lines

Talent Candey; Gauteng; On-site; ZAR 200,000 - 320,000; Full time

Job summary

Talent Candey seeks a driven Short-Term Insurance Adviser – Personal and Commercial Lines for Centurion. You will generate leads, build a strong sales pipeline and offer professional, advice-led insurance solutions to personal and commercial clients.

Essential requirements include Matric, 3+ years in short-term insurance, FAIS credits or FSCA qualification, RE5, CPD targets, a valid driver’s licence, and MS Office proficiency.

Qualifications

• Matric/Grade 12.
• Minimum of three years’ experience selling short-term insurance as a broker agent or tied agent.
• Sales experience in both personal and commercial lines.
• FAIS credits: <30 credits> or FSCA qualification list if appointed after 2010.
• RE5 Regulatory Examination for Representatives.
• Required CPD points: 12–18 depending on lines.
• Compliance with FAIS fit-and-proper requirements.
• Own vehicle and valid driver’s license.
• Computer literacy including Excel, PowerPoint and Word.
• Social media presence for networking and lead generation.
• Ability to generate leads and work independently or with a team.

Responsibilities

• Generate leads to maintain a healthy sales pipeline.
• Achieve monthly written policies and meet targets.
• Build and maintain referral networks.
• Conduct needs analyses and provide appropriate short-term insurance advice.
• Maintain knowledge of Momentum Insure products and regulatory changes.

Skills

Lead generation

Sales pipeline management

Networking

Communication

Independent worker

Education

Matric/Grade 12

FAIS credits (≥30)

RE5 registration

Tools

MS Excel

PowerPoint

Word

Calendar management

Social media

Job description

Talent Candey seeks a driven Short-Term Insurance Adviser – Personal and Commercial Lines for Centurion. You will generate leads, build a strong sales pipeline and offer professional, advice-led insurance solutions to personal and commercial clients.

Essential requirements include Matric, 3+ years in short-term insurance, FAIS credits or FSCA qualification, RE5, CPD targets, a valid driver’s licence, and MS Office proficiency.