Short-Term Insurance Adviser

Pivot Services; Durban; On-site; ZAR 300,000 - 420,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Lead generation

Needs analysis

Regulatory compliance

Education

FAIS qualification / FSCA list

RE5 examination

CPD points requirement

3 years short-term insurance experience

Job description

About the Role

Short-Term Insurance Advisers are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.

Key Responsibilities

• Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline - Minimum requirement of 8.5 written policies per month - Maintain and update your Lead Generation Matrix on a weekly basis - A Short-Term Insurance Adviser is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility. - Perform in line with business expectations on agreed key performance areas. - Keep up to date and fully informed on product comparisons with opposition products. - Be proficient in the Momentum Insure product and stay abreast of all the product changes and enhancements. - Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics

Qualifications and Experience

• Matric/Grade 12 - FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010) - or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list - FAIS Regulatory examination for Representatives (RE5) - 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines - Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
• Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent

R49 per year · Renews annually until cancelled

• Matched alerts
• Application tracking
• Follow-up reminders