Short-Term Insurance Adviser- Port Elizabeth MMH250801-13

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

Job summary

A leading insurance company in Gqeberha is seeking driven Short-Term Insurance Advisers to generate business while maintaining compliance with industry regulations. The ideal candidate will have a minimum of 3 years' experience in selling short-term insurance and will actively utilize social media for networking. This role also requires strong computer skills and the ability to source leads effectively. Expect a fast-paced and results-oriented environment.

Qualifications

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

Responsibilities

• Source sufficient lead generating opportunities to ensure a healthy pipeline.
• Maintain a minimum requirement of 8.5 written policies per month.
• Conduct in-depth needs analysis with prospective clients.

Skills

Sales proficiency

Networking via social media

Computer skills (Excel, PowerPoint)

Education

Matric/Grade 12

FAIS Credits

FAIS Regulatory exam (RE5)

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