Short-Term Insurance Adviser - George MMH250801-15

Momentum; George; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Momentum Insure is seeking an energetic Short-Term Insurance Adviser in George, Western Cape, to write personal and commercial lines, meeting targets set by Momentum Insure. You will operate both independently and in a team, generating leads and achieving monthly policy issuance.

Applicants must hold Matric, FAIS qualifications or FSCA certification, RE5, and have at least 3 years’ insurance sales experience. A valid driver’s license and car are required.

Qualifications

• Matric/Grade 12 is required.
• FAIS Credits (min 30 credits for pre-2010 appointments) or full recognised FSCA qualification.
• FAIS Regulatory examination for Representatives (RE5).
• 12 CPD points if 1 line of business; 18 CPD points for both personal and commercial lines.
• Minimum 3 years' experience selling short term insurance as broker or tied agent.
• All regulatory exams and accreditation completed.
• Computer skills including Excel, PowerPoint, Word and calendar management.
• Strong social media presence and networking ability.
• Own transport with valid driver's license.

Responsibilities

• Source lead generation opportunities to maintain a healthy pipeline.
• Achieve minimum of 8.5 written policies per month.
• Maintain and update Lead Generation Matrix weekly.
• Conduct needs analysis with prospects and discharge advisory responsibilities.
• Perform in line with business KPIs and regulatory guidelines.
• Stay informed on product comparisons and updates to Momentum Insure.
• Maintain professional appearance and adhere to FAIS codes of conduct.

Job description

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 and 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.