OUTsurance Short Term Broker - Western Cape

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

Job summary

A leading insurance provider in Cape Town is seeking an OUTsurance Broker (Face to Face) to grow and develop the business insurance portfolio. This role involves building client relationships through networking and effective communication, conducting risk evaluations, and providing tailored insurance solutions. The ideal candidate must have completed Matric, hold relevant insurance qualifications, and possess at least 3 years of external sales experience. A valid driver's license and transport are necessary. This is a full-time position offering the opportunity to make a significant impact in the insurance market.

Qualifications

• 3 years of external sales experience is required.
• Own reliable transport and valid code B driver's license are essential.

Responsibilities

• Build your own insurance portfolio by prospecting for new clients.
• Conduct comprehensive risk evaluations for clients.
• Provide ongoing service and support to your clients.

Skills

Sales Experience

B2B Sales

Numerical and mathematical skills

Relationship management skills

Analytical and problem-solving skills

Excellent verbal and written communication skills in English

Education

Completed Matric or National Senior Certificate

FAIS credits / Full Insurance Qualifications

RE5

Job description

Overview and Purpose of the Role:

Our business product offering has grown significantly, leading to the development of the face-to-face distribution channel. The position of OUTsurance Broker (Face to Face) has been created to support this model.

The incumbent will be responsible for growing and developing the business insurance portfolio.

Key outputs include:

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

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

Responsibilities:

• Build your own insurance portfolio by prospecting for new clients through 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 aligned with client needs.
• Draft, track, and measure your personal business plan.
• Provide ongoing service and support to your clients (amendments, renewals, claims, etc.).
• Retain existing business, including renewal discussions in line with FAIS.
• Develop relationships with clients, both internal and external.
• Continuously build your client base to secure future income.
• Stay informed about changes and developments in the commercial insurance market.
• Achieve or exceed targets consistently.
• Provide feedback to management when requested.
• Attend all team meetings, weekly and ad hoc.
• Work closely with internal stakeholders such as underwriting, actuarial, claims, and surveying teams.
• Adhere to all quality standards and measures.

Qualifications:

Essential:

• Completed Matric or National Senior Certificate
• FAIS credits / Full Insurance Qualifications (depending on Dofa)
• RE5 (depending on Dofa)
• Own reliable transport
• Valid code B driver’s license
• 3 years of external sales experience

Competencies:

• Self-starter
• Excellent verbal and written communication skills in English
• Numerical and mathematical skills
• Team supervisory skills
• Confident, enthusiastic, and able to take initiative
• Ability to work independently and in a team, balancing responsibilities and providing/accepting feedback
• Analytical and problem-solving skills
• Relationship management skills
• Presentation and facilitation skills
• Resilience and ability to work under pressure in a dynamic environment
• Flexible and adaptable
• Influential, concise, rational, and practical communicator
• Creative and innovative thinker
• Discretion, judgment, and trustworthiness

Additional Information:

Preference will be given to individuals meeting the job requirements from various designated groups, in line with OUTsurance's Employment Equity goals.

Reporting Lines:

The Commercial Agent: Face to Face Distribution reports directly to the Regional Manager and collaborates with the wider Face to Face Distribution team.

Remote Work: Employment Type: Full-time

Key Skills:

Sales Experience, B2B Sales, Business Management, Pricing, Securities Law, Service-Oriented Architecture, Inside Sales, Market Research, Outside Sales, Telemarketing, WebSphere, Negotiation

Experience: 3 years

Vacancy: 1