Short-Term Insurance Specialist | Plettenberg bay

The Recruitment Council; Plettenberg Bay; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services group is looking for a Short-Term Insurance Specialist to drive growth within its division. This role requires a competitive and resilient individual with a minimum of 3 years' experience in short-term insurance sales, focusing on client needs and compliance. Applicants must possess strong sales skills, networking abilities, and relevant qualifications. Opportunities for career growth within a top-tier financial group available.

Qualifications

• Competitive and resilient with a track record in short-term insurance sales.
• Minimum 3 years’ experience in selling short-term insurance.
• Must meet Fit and Proper requirements per FAIS.

Responsibilities

• Proactively source lead-generating opportunities.
• Meet or exceed 8.5 written policies per month.
• Conduct comprehensive needs analyses for clients.
• Stay informed on competitor products and maintain CPD.
• Ensure compliance with insurance regulations.

Skills

Prospecting

Cold Calling

Retail Sales

Relationship Building

Networking

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.