Short-Term Insurance Adviser - George

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

Job summary

A prominent insurance firm in George, Western Cape, is looking for a driven Short-Term Insurance Adviser. The ideal candidate will possess Matric and FAIS credits, along with at least 3 years of experience in selling short-term insurance. Responsibilities include sourcing leads, achieving monthly targets, and maintaining compliance with regulations. Strong sales skills, networking abilities, and proficiency in Excel and PowerPoint are essential. This full-time role offers the opportunity to thrive in a competitive environment.

Qualifications

• Matric/Grade 12 is required.
• FAIS Regulatory examination for Representatives (RE5) needed.
• Minimum 3 years' experience in short term insurance sales.

Responsibilities

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

Skills

Prospecting and sales pipeline management

Strong relationship and networking skills

Strong verbal and written communication skills

Attention to detail

Client focused / client centric

Negotiating skills

Retail Sales Skills

Education

Matric/Grade 12

FAIS Credits (min 30 credits in short term insurance)

FAIS Regulatory examination for Representatives (RE5)

Minimum of 3 years' experience in selling short term insurance

Tools

Excel

PowerPoint

MS Word

Job description

Momentum George, Western Cape, South Africa

1 month ago

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 BDC 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.

Competencies

• Prospecting and sales pipeline management
• Strong relationship and networking skills
• Strong understanding and experience of the short‑term Insurance industry in South Africa
• Strong verbal and written communication skills
• Trustworthy and honest
• Advice led sales
• Attention to detail
• Competitive
• Client focused /client centric.
• Entrepreneurial
• Inquisitive nature
• Results driven.
• Cold calling skills/ Outbound skill set
• Change fit
• Resilient
• Retail Sales Skills
• Risk awareness
• Negotiating skills
• Self-development

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Sales and Business Development