Short-Term Insurance Specialist | Bettys Bay

The Recruitment Council; South Africa; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services group is seeking a Short-Term Insurance Specialist in South Africa. This role involves driving growth in the insurance division by proactively generating leads, meeting sales targets, and providing expert advice to clients. Ideal candidates should have at least 3 years of experience in short-term insurance sales and be proficient in MS Office. A competitive compensation package awaits the right individual.

Qualifications

• Minimum of 3 years’ experience in selling short-term insurance as a broker or tied agent.
• Must meet Fit and Proper requirements as prescribed by the FAIS codes of conduct.

Responsibilities

• Proactively source lead-generating opportunities to ensure a healthy sales pipeline.
• Consistently meet or exceed the monthly target of 8.5 written policies.
• Conduct comprehensive needs analyses with prospective clients.

Skills

Prospecting

Cold Calling

Retail sales skills

Relationship management

Networking abilities

Proficiency in MS Office

Education

Matric/Grade 12

FAIS Regulatory Examination for Representatives (RE5)

Job description

Are you a highly driven, results-oriented Short-Term Insurance sales expert looking for an entrepreneurial and high-impact role?

A leading financial services group, dedicated to helping individuals and businesses achieve their financial goals, is looking for a committed Short-Term Insurance Specialist to drive growth within its Short-Term Insurance division. This role demands a client-centric approach and a proven ability to consistently exceed sales targets for both personal and commercial lines.

Responsibilities:

• Pipeline Generation: Proactively source lead-generating opportunities to ensure a healthy, income-generating sales pipeline.
• Target Achievement: Consistently meet or exceed the minimum requirement of 8.5 written policies per month and perform in line with business expectations on agreed key performance areas.
• Expert Advice: Conduct comprehensive needs analyses with all prospective clients to discharge your advice responsibility, leveraging your proficiency in our product offerings.
• Market Insight: Stay fully informed on competitor products and maintain continuous professional development (CPD) to ensure specialist, professional advice.
• Compliance & Ethics: Ensure all activities are compliant with the regulations and standards of all Insurance regulations and FAIS codes of conduct.

Experience and Qualification:

• Competitive, Entrepreneurial, and Resilient individual with a track record of success in the short-term insurance space.
• Minimum of 3 years’ experience in selling short-term insurance as a broker or tied agent.
• Matric/Grade 12.
• FAIS Regulatory Examination for Representatives (RE5), and all required regulatory exams/accreditation.
• Must meet Fit and Proper requirements as prescribed by the FAIS codes of conduct.

Skills:

• Proven prospecting, Cold Calling, and retail sales skills.
• Strong relationship and networking abilities.
• Proficiency in MS Office (Excel, PowerPoint, MS Word).

If you possess strong verbal and written communication skills and thrive in a results-driven environment, this is your opportunity to leverage your expertise and grow within a top-tier financial group.