Short-Term Insurance Advisor: Grow Your Client Pipeline

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

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.