Short-Term Insurance Adviser

Pivot Services; Sandton; On-site; ZAR 240,000 - 400,000; Full time

Job summary

Pivot Services in South Africa seeks a Short-Term Insurance Adviser to write personal and commercial lines for Momentum Insure targets. You will generate leads and maintain a healthy sales pipeline while conducting thorough needs analyses for clients. Requirements include Matric/Grade 12 with FAIS credits, RE5, and CPD points; a minimum of 3 years’ short-term insurance sales experience is essential.

Qualifications

• Matric/Grade 12 with FAIS Credits (min 30 credits in short term insurance if appointment date is before 2010) or a full recognised qualification as per the FSCA list.
• FAIS Regulatory examination for Representatives (RE5).
• 12 CPD points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines.

Responsibilities

• Source lead opportunities to ensure a healthy, income-generating pipeline; target 8.5 written policies per month.
• Conduct comprehensive needs analyses with prospective clients to discharge on advice responsibly.
• Stay compliant with regulations and professional guidelines; be familiar with Momentum Insure product changes.

Education

Matric/Grade 12

FAIS Credits

RE5

12 CPD points

18 CPD points

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