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Short-Term Insurance Specialist | Port Elizabeth
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Short-Term Insurance Specialist | Port Elizabeth
Résumé du poste
A leading financial services group is seeking a Short-Term Insurance Specialist to enhance growth in its Short-Term Insurance division in Gqeberha, South Africa. The ideal candidate will have a client-centric approach and experience in exceeding sales targets in both personal and commercial lines. Responsibilities include generating leads, meeting policy targets, and ensuring compliance with regulations.
Qualifications
- 3+ years experience in selling short-term insurance as a broker or tied agent.
- Track record of success in the short-term insurance space.
- Must meet Fit and Proper requirements as prescribed by FAIS.
Responsabilités
- Proactively source lead-generating opportunities.
- Meet or exceed a minimum of 8.5 written policies per month.
- Conduct comprehensive needs analyses with prospective clients.
- Stay informed on competitor products and CPD.
- Ensure compliance with regulations and standards.
Connaissances
Formation
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.
- 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.
- 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.
- 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.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.