Short-Term Insurance Adviser - George

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

Job summary

A leading insurance company seeks a Short-Term Insurance Adviser in George, Western Cape. Ideal candidates will have at least 3 years' experience in short-term insurance sales and must possess relevant regulatory qualifications. The role involves generating leads, meeting sales targets, and providing expert advice to clients. Successful candidates will maintain a professional appearance and comply with all industry regulations. This is an excellent opportunity for driven, results-oriented individuals looking to make an impact in the insurance sector.

Qualifications

• Minimum of 3 years' experience in selling short term insurance.
• All required regulatory exams and accreditation.
• Candidate must have own transport and a valid driver's license.

Responsibilities

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

Skills

Sales skills

Networking abilities

Computer proficiency

Education

Matric / Grade 12

FAIS Credits (min 30 credits)

FAIS Regulatory examination for Representatives (RE5)

Tools

Excel

Power Point

MS Word

Job description

Job title : Short-Term Insurance Adviser - George

Job Location : Western Cape, George

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.

Deadline : 12th December,2025

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