Short-Term Sales / Underwriter

Numeral Xii (Pty) Ltd.; Pretoria; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading financial services provider in Pretoria is seeking a Short-term Sales Underwriter to ensure compliance with regulations and drive business growth. The ideal candidate has 3–6 years of experience in short-term insurance underwriting and sales, alongside team coaching capabilities. This role offers a vibrant work environment with modern amenities, designed to foster professional development and excellent client service.

Benefits

On-site gym

Two restaurants

Modern fit-for-purpose practices

Qualifications

• 3–6 years’ experience as a short-term insurance underwriter.
• 3–6 years’ experience in selling short-term insurance products.
• Experience coaching a team.

Responsibilities

• Meet and exceed sales targets set by the Company.
• Source, coach, and develop the sales and marketing team.
• Underwrite Personal and Commercial policies.

Skills

Attention to detail

Sales expertise

Communication skills (English and Afrikaans)

Team coaching

Problem-solving

Education

Completed Senior Certificate (Matric)

Full insurance qualification

RE5 certificate

Tools

Excel

MS Word

MS Suite

Job description

Position: Short-term Sales Underwriter | Location: Lynwood, Pretoria

Do you have an unwavering attention to detail, an eye for spotting errors, and a passion for compliance? Are you adept at motivating and coaching teams? Do you love working with people and providing excellent service? Raise your hand because WE'RE HIRING!

We are a young, energetic group of companies focused on becoming market leaders. Our fast‑paced environment will challenge and engage you as you navigate changing priorities. We work smart, work hard, and have fun!

About the Role

This role plays an integral part in our team as the custodian of Personal and Commercial policies, ensuring they are compliant with regulations. You will also be responsible for ensuring business growth and excellent client service at all times.

Benefits

• Modern fit‑for‑purpose people practices.
• State‑of‑the‑art tech building with an on‑site gym to help you grow your fitness as much as your brain.
• Two on‑site restaurants offering mouth‑watering lunchtime dishes and freshly brewed coffee.
• Fintech campus that is part of the vibrant rhythm of the day.

Who is a Good Fit?

• A specialist with high attention to detail, able to ensure FAIS and FICA legislation is met for both Personal and Commercial policies.
• Someone who fully understands the financial services industry and processes within an FSP environment.
• Excellent verbal and written communication skills with the ability to provide feedback and coaching.
• Hunger for sales, capable of bringing in new business and achieving growth targets.

Key Responsibilities

• Meet and exceed sales targets set by the Company, with reviews on an ongoing basis.
• Source, coach, and develop the sales and marketing team (STI Brokers) and foster team cohesiveness.
• Provide sales support by liaising with the operations department to ensure integration between sales and sales administration.
• Develop and implement product and marketing strategies in alignment with the industry.
• Liaise with relevant networks and service providers to ensure all financial aspects of the accounts are administered correctly.
• Build and maintain professional relationships with service providers and clients.
• Manage risk related to bad‑debt recovery and monitor market trends to minimise bad debt.
• Focus on all aspects of sales across various markets.
• Ensure business growth by meeting sales targets.
• Develop and manage broker and channel distribution networks.
• Submit weekly, monthly, quarterly, and annual sales reports to management and the Board of Directors.
• Work closely with group finance to manage financial and business planning activities, including budgeting, forecasting, and reporting.
• Underwrite Personal and Commercial policies.
• Ensure all clients are correctly covered and satisfied with services and coverage.
• Communicate regularly with clients.
• Liaise with all insurance companies.
• Handle marketing services.
• Set strategic goals and design business models to meet company milestones.

Specific Skills & Attributes

• Ability to work within a team‑based environment.
• Professional and presentable demeanor.
• Efficiently manage team outputs.
• Ability to work in a highly stressful environment.
• Build and maintain strong work relationships.
• Planning and prioritisation skills.
• Results‑driven with excellent time‑management.
• Exceptional verbal and written communication skills.
• Creative and innovative thinking.
• Problem‑solving and strategic mindset.

Requirements

• Computer literate with knowledge in Excel, Word, and MS Suite.
• Completed Senior Certificate (Matric).
• 3–6 years’ experience as a short‑term insurance underwriter.
• 3–6 years’ experience in selling short‑term insurance products.
• Experience coaching a team.
• Full insurance qualification.
• RE5 certificate – non‑negotiable.
• RE1 certificate – preferred.
• Fit and proper, relating to financial services legislation.
• Ability to communicate effectively in spoken and written English and Afrikaans.
• Willingness to work overtime when required.