Short-Term Insurance Adviser | Durban

Momentum Metropolitan Holdings Limited; Durban; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading insurance company based in Durban is seeking a motivated Short-Term Insurance Adviser. This role involves sourcing leads, achieving monthly policy targets, and conducting detailed needs analysis for clients. Candidates must have a minimum of 3 years' experience in the insurance field, appropriate qualifications, and strong computer and social media skills. The position requires a professional appearance and compliance with all regulatory standards, along with the use of personal transport. Competitive remuneration is offered, along with growth opportunities.

Qualifications

• Minimum of 3 years' experience in selling short term insurance.
• Must possess own transport and driver's license.
• All required regulatory exams and accreditation must be completed.

Responsibilities

• Source lead generating opportunities to maintain an income pipeline.
• Achieve a minimum of 8.5 written policies per month.
• Conduct needs analysis with prospective clients.

Skills

Computer skills

Social media skills

Sales skills

Education

Matric / Grade 12

FAIS Credits

FAIS Regulatory examination for Representatives (RE5)

Continuous Professional Development (CPD)

Job description

Job title: Short-Term Insurance Adviser | Durban

Job Location: KwaZulu-Natal, Durban

Deadline: December 20, 2025

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Role Purpose

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.

Requirements

• 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
• All required regulatory exams and accreditation
• Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
• Social media presence and an ability to use social media as a networking tool
• Candidate must have his own transport (reliable vehicle) and driver’s license

Duties & 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
• Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas
• Maintain the required dress code and professional appearance
• Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.