Short-Term Insurance Adviser - Plettenberg Bay MMH250806-22

Momentum; George; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Momentum Insure is seeking a diligent Short-Term Insurance Adviser to write personal and commercial lines. You will work independently or in a team to meet targets, build a healthy pipeline, and achieve monthly written policies. A strong FAIS background and RE5 are essential, with ongoing CPD compliance.

You must have a valid driver’s license and own car, plus solid IT and social media networking abilities to engage clients effectively.

Qualifications

• Matric/Grade 12 is required.
• FAIS credits (min 30) or full recognised FSCA qualification as per regulations.
• RE5 regulatory exam is required.
• 12 CPD points if 1 line; 18 CPD points if both commercial and personal lines.
• Minimum 3 years’ experience in selling short term insurance as broker or tied agent.
• All regulatory exams and accreditation must be in place.
• Computer skills include Calendar management, Excel, PowerPoint and MS Word.

Responsibilities

• Source leads to build a healthy income-generating pipeline.
• Minimum of 8.5 written policies per month.
• Maintain and update Lead Generation Matrix weekly.
• Conduct comprehensive needs analysis with prospects.
• Perform according to business KPIs and targets.
• Stay informed on product comparisons and changes.
• Be compliant with FAIS conduct and professional guidelines.

Skills

Social media presence

Networking

Communication skills

Self-motivation

Education

Matric/Grade 12

FAIS credits (min 30)

FSCA recognised qualification

RE5 regulatory exam

Tools

Calendar management

Excel

PowerPoint

MS Word

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.

As an applicant, please verify the legitimacy of this job advert on our company career page.-261893061