Insurance Broker: Face to Face Distribution

Ithemba Recruitment- Sourcing Top Talent; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading recruitment agency in South Africa is looking for an Insurance Broker for face-to-face distribution. The role involves growing and managing an insurance portfolio through effective networking, cold calling, and maintaining client relationships. Candidates must have a completed Matric or National Senior Certificate, relevant FAIS qualifications, and at least 2 years of insurance sales experience. Offering an opportunity to achieve and exceed sales targets while providing excellent client service.

Qualifications

• Completed Matric or equivalent qualifications.
• FAIS credits or full insurance qualifications as per regulatory requirements.
• Minimum 2 years' experience in insurance external sales.

Responsibilities

• Build and manage your own insurance portfolio.
• Prospect new clients through various methods.
• Conduct risk evaluations for clients.
• Sell short-term insurance products aligned to client needs.
• Provide ongoing service and support to clients.

Skills

Client service and management

Networking

Cold calling

Effective communication

Risk evaluation

Sales experience

Education

Completed Matric or National Senior Certificate

FAIS credits/Full Insurance Qualifications

RE5

Tools

Insurance products knowledge

Job description

Insurance Broker: Face to Face Distribution

About the job Insurance Broker: Face to Face Distribution

Purpose:

The company'sbusiness product offering has grown significantly over the years which has led to thedevelopment of the face to face distribution channel.

The incumbent of this newly created position will be responsible for growing and developing thebusiness insurance portfolio.

The key outputs for this role are as follows:

• New Business sales
• Client service and management
• High level performance

Duties and responsibilities:

• Build your own insurance portfolio by:
• Being able to prospect for new clients through networking, Cold calling and door
• Effective communication with both internal stakeholders and clients.
• Conduct a comprehensive risk evaluation for the client.
• Providing solutions to clients by selling short term products alignedto the needs of the client.
• Drafting, tracking and measurement of your personal business plan.
• Providing on-going service and support to your individual client base (amendments,
  renewals, claims etc.).
• Retention of existing business including renewal discussion in line with FAIS
• Developing internal/external relationships with clients.
• Continuous building of your client base hence securing future income.
• Keeping abreast with the commercial insurance market changes and developments.
• Achieving/Exceeding targets consistently
• Providing feedback to line management when requested.
• Attending all weekly and adhoc team meetings.
• Working closely with internal stakeholders that is, underwriting/actuarial, claims as wellas surveying.
• Adhering to all quality standards and measures in place.

Qualifications and experience:

• Completed Matric or National Senior Certificate
• FAIS credits/Full Insurance Qualifications (depending on Dofa)
• RE5 (depending on Dofa)
• Must have your own reliable transport
• Valid code B drivers license
• 2 years insurance external sales experience