Short-Term Insurance Adviser | Sandton MMH250801-9

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

Job summary

A leading insurance company in South Africa seeks a committed Short-Term Insurance Adviser to generate business in personal and commercial lines. Applicants must have Matric/Grade 12, FAIS credits, RE5 qualification, and at least 3 years of sales experience. Proficient communication skills and social media networking capability are essential. This role requires regular performance tracking, compliance with regulations, and professional conduct. A reliable vehicle is needed for this position.

Qualifications

• Minimum of 3 years' experience in selling short term insurance.
• All required regulatory exams and accreditation must be completed.
• Candidate must have a reliable vehicle and driver's license.

Responsibilities

• Source sufficient lead generating opportunities.
• Maintain and update your Lead Generation Matrix weekly.
• Conduct comprehensive needs analysis with prospective clients.
• Stay up to date with Momentum Insure product changes.

Skills

Sales skills

Strong communication

Networking via social media

Computer skills (Excel, PowerPoint)

Education

Matric/Grade 12

FAIS credits (minimum 30)

FAIS Regulatory examination for Representatives (RE5)

Tools

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 Short-Term Insurance Adviser 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