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Short-Term Personal-, and Commercial Lines Advisors (Insurance)

AtripleA Recruitment & Temps

Gauteng

On-site

ZAR 300,000 - 400,000

Full time

30+ days ago

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Job summary

An established industry player in the insurance sector is seeking motivated Short-Term Personal Line Advisors. This role involves prospecting and closing new business, maintaining relationships with existing clients, and ensuring that their insurance needs are met through thorough analysis and tailored proposals. Successful candidates will have a strong entrepreneurial spirit, excellent interpersonal skills, and the ability to work independently. If you're passionate about making a difference in clients' lives and thrive in a dynamic environment, this opportunity is perfect for you.

Qualifications

  • Must have Matric and a full qualification (NQF 4 with 120 Credits).
  • Registered with the Financial Sector Conduct Authority for rendering Financial Advice.

Responsibilities

  • Prospecting and closing new business while maintaining existing clientele.
  • Analysing current cover and presenting proposals to clients.

Skills

Entrepreneurial Skills
Computer Literacy
Relationship Building

Education

Matric
NQF 4 with 120 Credits
RE5 Exam

Tools

Microsoft Software

Job description

Our client in the Insurance Industry is looking to hire a Short-Term Personal Line Advisors.

Duties and Responsibilities

On-Site Resource:

  1. Prospecting and closing of new business
  2. Maintaining of existing business
  3. Establishing and defining a professional relationship with clientele
  4. Analysing and evaluating current cover
  5. Presenting your comparison and proposal to clientele
  6. The implementation of cover
  7. The monitoring of the cover and servicing as and when required
Requirements
  1. Matric
  2. Full qualification (NQF 4 with 120 Credits).
  3. Successfully completed the RE5 exam.
  4. Currently registered with the Financial Sector Conduct Authority as a representative rendering Financial Advice and intermediary services
  5. Must be computer literate on a basic to intermediary level on Microsoft software.
  6. Must have high initiative and entrepreneurial skills and must be able to work independently.
  7. Own transport, laptop and cellphone are mandatory
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