Short Term Insurance Advisor Kzn Cpt Gau Pe

MG Developments; Durban; Presencial; ZAR 167.000 - 223.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Aid

Pension Fund

Death and disability cover

Travel allowances

Cellphone allowance

Laptop and cellphone provided

Performance incentives and bonuses

Descripción de la vacante

MG Developments seeks a driven Short-Term Insurance Adviser to grow a personal and commercial lines book. You will source leads, perform needs analyses, and convert opportunities into written policies while meeting FAIS regulatory standards.

Ideal candidates have 2–3 years in short-term insurance sales, FAIS qualifications, and strong communication skills. The role offers a basic salary plus uncapped commission and practical benefits.

Formación

• Matric/Grade 12 is required.
• FAIS credits or FSCA-recognised qualification required.
• RE5 exam must be completed.
• CPD points: 12 for one line, 18 for two lines.
• 2–3 years in selling short-term insurance (commercial/personal) required.

Responsabilidades

• Source lead-generating opportunities and maintain a healthy sales pipeline.
• Achieve minimum of 4 written policies per month.
• Conduct needs analyses for prospective clients.
• Adhere to FAIS codes and professional guidelines.

Conocimientos

Prospecting

Sales pipeline management

Relationship building

Communication skills

Client focus

Outbound calling

Resilience

Retail sales

Negotiation

Self-development

Educación

Matric/Grade 12

FAIS Credits (min 30 credits)

FAIS RE5

CPD points (2–3 lines)

2–3 years in short term insurance sales

Herramientas

Calendar management

Excel

PowerPoint

MS Word

Social media tools

Descripción del empleo

Short-Term Insurance Advisers are committed, driven, result-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 the company.

Responsibilities and work outputs

• Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline.
• Minimum requirement of 4 written policies per month.
• Maintain and update your Lead Generation Matrix on a weekly basis.
• A SIA 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 short term Insure products 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.

Competencies required

• Prospecting and sales pipeline management
• Strong relationship and networking skills
• Strong understanding and experience of the short-term Insurance industry in South Africa
• Strong verbal and written communication skills
• Trustworthy and honest
• Advice led sales
• Attention to detail
• Competitive
• Client focused /client centric
• Entrepreneurial
• Inquisitive nature
• Results driven
• Cold calling skills/ Outbound skill set
• Change fit
• Resilient
• Retail Sales Skills
• Risk awareness
• Negotiating skills
• Self-development

Experience and Qualifications

• 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 fully recognized 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 2-3 years' experience in selling short term insurance (commercial and personal lines) 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 their own transport (reliable vehicle) and driver’s license

Offer

• Basic Salary: R15,000 – R20,000 / month
• Retainer Allowances up to R60,000/ annum
• Uncapped Commission
• Traveling Allowances / Month
• Cellphone Allwoances / Month
• Technology Provisions (Laptop and Cellphone)
• Performance incentives and Bonuses / month
• Benefits (Medical Aid / Pension Fund & Death and disability cover