Results-Driven Short-Term Insurance Advisor

Pivot Services; Durban; Vor Ort; ZAR 300.000 - 420.000; Vollzeit

Zusammenfassung

Pivot Services is seeking a Short-Term Insurance Adviser to work with Momentum Insure on personal and commercial lines. The role focuses on building a strong sales pipeline, conducting needs analyses, and meeting monthly policy targets.

Ideal candidates will have FAIS qualifications, RE5, CPD credits, and at least three years of short-term insurance sales experience, with strong compliance and product knowledge.

Qualifikationen

• Minimum 3 years' experience selling short-term insurance as broker or tied agent.
• FAIS Credits as per pre-2010 regulations or a full FSCA listed qualification.
• RE5 regulatory examination required.
• 18 CPD points for both lines; 12 CPD for one line.

Aufgaben

• Source lead opportunities to maintain a healthy pipeline.
• Achieve a minimum of 8.5 written policies per month.
• Conduct comprehensive needs analysis for clients.
• Stay informed on Momentum Insure product changes and regulatory guidelines.

Kenntnisse

Lead generation

Needs analysis

Regulatory compliance

Ausbildung

FAIS qualification / FSCA list

RE5 examination

CPD points requirement

3 years short-term insurance experience

Jobbeschreibung

Pivot Services is seeking a Short-Term Insurance Adviser to work with Momentum Insure on personal and commercial lines. The role focuses on building a strong sales pipeline, conducting needs analyses, and meeting monthly policy targets.

Ideal candidates will have FAIS qualifications, RE5, CPD credits, and at least three years of short-term insurance sales experience, with strong compliance and product knowledge.