Strategic Short-Term Insurance Adviser

Momentum; George; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A prominent insurance firm in George, Western Cape, is looking for a driven Short-Term Insurance Adviser. The ideal candidate will possess Matric and FAIS credits, along with at least 3 years of experience in selling short-term insurance. Responsibilities include sourcing leads, achieving monthly targets, and maintaining compliance with regulations. Strong sales skills, networking abilities, and proficiency in Excel and PowerPoint are essential. This full-time role offers the opportunity to thrive in a competitive environment.

Qualifications

• Matric/Grade 12 is required.
• FAIS Regulatory examination for Representatives (RE5) needed.
• Minimum 3 years' experience in short term insurance sales.

Responsibilities

• Source sufficient lead generating opportunities.
• Maintain a minimum requirement of 8.5 written policies per month.
• Conduct comprehensive needs analysis with prospective clients.

Skills

Prospecting and sales pipeline management

Strong relationship and networking skills

Strong verbal and written communication skills

Attention to detail

Client focused / client centric

Negotiating skills

Retail Sales Skills

Education

Matric/Grade 12

FAIS Credits (min 30 credits in short term insurance)

FAIS Regulatory examination for Representatives (RE5)

Minimum of 3 years' experience in selling short term insurance

Tools

Excel

PowerPoint

MS Word

Job description

A prominent insurance firm in George, Western Cape, is looking for a driven Short-Term Insurance Adviser. The ideal candidate will possess Matric and FAIS credits, along with at least 3 years of experience in selling short-term insurance. Responsibilities include sourcing leads, achieving monthly targets, and maintaining compliance with regulations. Strong sales skills, networking abilities, and proficiency in Excel and PowerPoint are essential. This full-time role offers the opportunity to thrive in a competitive environment.