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 seeks motivated Short-Term Insurance Advisers to drive personal and commercial lines business. Candidates should have at least 3 years in short-term insurance sales and hold necessary regulatory qualifications, including Matric and FAIS credits. Responsibilities include sourcing leads, conducting needs analyses, and achieving monthly policy targets. Proficiency in computer tools and social media is essential. A reliable vehicle and driver’s license are mandatory. This is a dynamic role suitable for self-starters who thrive in flexible environments.

Qualifications

• Minimum of 3 years' experience in selling short-term insurance.
• Candidate must have own transport and a valid driver’s license.
• Obtain 12 or 18 CPD points as required.

Responsibilities

• Source sufficient lead-generating opportunities.
• Maintain a pipeline of at least 8.5 written policies per month.
• Conduct comprehensive needs analysis for clients.

Skills

Sales ability

Networking via social media

Computer skills

Education

Matric/Grade 12

FAIS Credits

FAIS Regulatory examination for Representatives (RE5)

Tools

Excel

Power Point

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