Short-Term Insurance Advisers –Sandton

Talent Candey; Sandton; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Talent Candey is seeking driven Short-Term Insurance Advisers – Personal and Commercial Lines to join the Sandton team. The role requires FAIS credentials, RE5, and the ability to generate leads, work independently and in a team.

Applicants should have a minimum of three years inside short-term insurance sales, own transport, and proficiency with MS Office. Salary package to be confirmed.

Qualifications

• Matric / Grade 12 is required.
• Minimum of three years’ experience selling short-term insurance as a broker agent or tied agent.
• Sales experience in both personal and commercial lines.
• FAIS credits: Minimum of 30 credits in short-term insurance if DFOA before 2010; or FSCA-qualified if 2010+.
• RE5 examination completed.

Responsibilities

• Generate leads to maintain a healthy sales pipeline.
• Achieve at least four written policies per month.
• Maintain Lead Generation Matrix weekly.
• Conduct comprehensive needs analyses with prospective clients.
• Provide suitable personal and commercial short-term insurance advice.
• Build relationships with clients and referral networks.
• Stay updated on Momentum Insure products and market competitors.
• Ensure compliance with FAIS and professional standards.
• Maintain professional appearance and adhere to dress code.
• Meet FAIS fit-and-proper requirements.

Skills

Sales experience

Lead generation

Networking

Relationship building

Communication

Negotiation

Self-motivated

Teamwork

Education

Matric / Grade 12

FAIS Credits (>=30)

RE5 Examination

FSCA qualification list

Tools

MS Excel

PowerPoint

Word

Job description

Our Short-Term Insurance client is currently looking for driven and experienced Short-Term Insurance Advisers – Personal and Commercial Lines to join their team based in Sandton.

Salary: Package to be confirmed.

Essential Requirements

• Matric / Grade 12.
• Minimum of three years’ experience selling short-term insurance as a broker agent or tied agent.
• Sales experience in both personal and commercial lines.
• FAIS credits: Minimum of 30 credits in short-term insurance if the Date of First Appointment is before 2010; alternatively, a fully recognised qualification on the FSCA qualification list if appointed on or after 1 January 2010.
• FAIS Regulatory Examination for Representatives (RE5).
• Required CPD points: 12 if registered for one line of business, or 18 if registered for both personal and commercial lines.
• All required regulatory examinations and accreditation.
• Compliance with applicable FAIS fit-and-proper requirements.
• Own reliable vehicle and a valid driver’s licence.
• Computer literacy, including calendar management, Microsoft Excel, PowerPoint and Word.
• Social media presence and the ability to use social media for networking and lead generation.
• Ability to generate own leads and develop new business.
• Ability to work independently and within a team.

Key Competencies

• Prospecting, cold calling and outbound sales.
• Sales pipeline management.
• Strong relationship-building and networking skills.
• Strong understanding of the South African short-term insurance industry.
• Advice-led selling and risk awareness.
• Strong verbal and written communication.
• Negotiation skills.
• Client-focused approach.
• Honesty, trustworthiness and attention to detail.
• Entrepreneurial mindset and competitive drive.
• Resilience, adaptability and a results-driven approach.
• Commitment to continuous learning and self-development.

Key Performance Areas

• Generate sufficient leads to maintain a healthy, income-generating sales pipeline.
• Achieve a minimum of four written policies per month and agreed performance targets.
• Maintain and update the Lead Generation Matrix weekly.
• Conduct comprehensive needs analyses with prospective clients.
• Provide suitable personal and commercial short-term insurance advice.
• Build strong relationships with prospective clients and referral networks.
• Maintain up-to-date knowledge of Momentum Insure products, changes and enhancements.
• Keep informed of competitor products and product comparisons.
• Ensure all activities comply with applicable insurance regulations, professional standards and ethical requirements.
• Maintain and develop the knowledge and skills needed to provide specialist advice.
• Maintain a professional appearance and adhere to the required dress code.
• Meet the applicable FAIS fit-and-proper requirements.

Please take note: if you have not been contacted within 14 days, please consider your application unsuccessful.