OUTsurance Short Term Broker - Stellenbosch

OUTsurance; Cape Town; On-site; ZAR 50,000 - 200,000; Full time

Job summary

A leading company in financial services is seeking an OUTsurance Broker to expand their business insurance portfolio. The position entails generating new sales, client management, and achieving performance targets. Candidates must have at least 3 years of external sales experience and relevant qualifications, with a focus on exceptional service and relationship building.

Qualifications

• At least 3 years of external sales experience.
• Proficiency in English (verbal and written).
• FAIS qualifications required.

Responsibilities

• Build own insurance portfolio through prospecting and networking.
• Conduct comprehensive risk evaluations for clients.
• Retain existing business, including renewal discussions.

Skills

Sales Experience

Communication Skills

Analytical Skills

Problem-Solving Skills

Relationship Management

Education

Completed Matric or National Senior Certificate

FAIS credits or full insurance qualifications

Job description

OUTsurance Short Term Broker - Stellenbosch

• Full-time
• FAIS: Financial Advice Giving Role
• Skillset: OUTSURANCE BROKER

OUTsurance is a customer-centric financial services company with a global footprint. We are vibrant, successful, and values-oriented, with an engaging dynamic culture that embodies the ethos that clients and staff "always get something OUT." Our success is attributed, among other factors, to the outstanding people who work for us.

Overview and Purpose of the Role:

Our product offerings have grown significantly, leading to the development of the face-to-face channel. The OUTsurance Broker position has emerged to facilitate this model. The incumbent will be responsible for growing and developing the business insurance portfolio.

The key outputs for this role include:

• Generating new business sales
• Client service and management
• Achieving high performance standards

The OUTsurance Broker must align with OUTsurance's culture and values: Awesome Service, Passionate, Honest, Human, Dynamic, and Recognition.

Responsibilities:

• Build your own insurance portfolio through prospecting, networking, cold calling, and door-to-door canvassing
• Communicate effectively with internal stakeholders and clients
• Conduct comprehensive risk evaluations for clients
• Provide solutions by selling OUTsurance short-term products tailored to client needs
• Draft, track, and measure personal business plans
• Offer ongoing service and support to clients (amendments, renewals, claims, etc.)
• Retain existing business, including renewal discussions in line with FAIS
• Develop internal and external client relationships
• Continuously build your client base to secure future income
• Stay informed about market changes and developments in commercial insurance
• Consistently achieve or exceed targets
• Provide feedback to management when requested
• Attend all team meetings
• Work closely with internal stakeholders such as underwriting, actuarial, claims, and surveying teams
• Adhere to quality standards and measures

Minimum Requirements:

• Completed Matric or National Senior Certificate
• FAIS credits or full insurance qualifications (depending on DOFA)
• RE5 (depending on DOFA)
• Own reliable transport
• Valid code B driver’s license
• At least 3 years of external sales experience (if not from insurance)
• Proficiency in English (verbal and written)
• Numerical and mathematical skills
• Team supervisory skills
• Self-motivated, confident, and enthusiastic
• Ability to work independently and in a team
• Analytical and problem-solving skills
• Relationship management skills
• Presentation and facilitation skills
• Resilience and ability to work under pressure
• Flexible and adaptable
• Effective communication skills: influential, concise, rational, practical
• Creative and innovative thinking
• Discretion, judgment, and trustworthiness

In accordance with OUTsurance's Employment Equity goals, preference will be given to individuals from designated groups who meet the job requirements.

Reporting Lines:

The OUTsurance Broker reports directly to the Regional Manager and collaborates closely with the wider Face-to-Face channel.