Result-Driven Short-Term Insurance Adviser

Momentum; Gqeberha; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading financial services provider in Gqeberha is seeking motivated Short-Term Insurance Advisers. Candidates must possess Matric, FAIS Credits, and experience in short-term insurance sales. Responsibilities include generating leads, maintaining client relationships, and meeting sales targets. The position requires a reliable vehicle and proficiency in computer tools. Join us to help clients achieve their financial goals with expert advice and service.

Qualifications

• Minimum of 3 years' experience in selling short term insurance.
• Must hold all required regulatory exams and accreditation.
• Social media presence for networking.

Responsibilities

• Source lead generating opportunities for a healthy pipeline.
• Maintain a minimum of 8.5 written policies per month.
• Conduct comprehensive needs analysis with prospective clients.

Skills

Relationship management

Sales pipeline management

Negotiating skills

Cold calling skills

Attention to detail

Education

Matric/Grade 12

FAIS Credits

FAIS Regulatory examination for Representatives (RE5)

Tools

Microsoft Excel

Microsoft PowerPoint

MS Word

Job description

A leading financial services provider in Gqeberha is seeking motivated Short-Term Insurance Advisers. Candidates must possess Matric, FAIS Credits, and experience in short-term insurance sales. Responsibilities include generating leads, maintaining client relationships, and meeting sales targets. The position requires a reliable vehicle and proficiency in computer tools. Join us to help clients achieve their financial goals with expert advice and service.