Short-Term Insurance Advisor - Peninsula
A prominent financial services provider is looking for an experienced SHORT-TERM INSURANCE ADVISOR, to join their dynamic team in SOMERSET WEST.
This is a permanent position that includes a lucrative commission structure.
The purpose of this position is to manage and develop business through existing and new opportunities across the short-term insurance spectrum. A targeted focus and measured deliverables shall include sourcing of qualified and sustainable new business, successful onboarding of new clients through compliant processes as well as identifying and developing market share through optimising existing clientele via cross selling and detailed needs analysis.
Qualifications & Experience:
Minimum matric with a tertiary qualification advantageous.
Minimum 5 years’ general working experience in the short-term insurance industry.
Minimum 3 years’ experience in short term insurance advisory and sales services with both short term and commercial lines insurance products and clientele.
A NQF level 5 qualification together with a RE5 and / or RE1 certificate is a pre-requisite to all applications.
Relevant and applicable classes of business (COB) for short term insurance products.
Fit and Proper in terms of the legislative requirements as prescribed by the FSCA.
In depth knowledge of and proven experience in the marketing (sales) of short-term insurance products across the board
Highly entrepreneurial with a proven track record of successful business development in a similar role in the Western Cape.
A strong business network and client referral base highly advantageous.
Other Requirements:
Excellent interpersonal and presentation skills
The ability to successfully achieve in a target-driven environment.
Fully bi-lingual and eloquent in English and Afrikaans: speak read and write.
Tenacious and driven, with the ability to multi-task.
Computer literate in the full MS Office programme.
Compliant with well-developed change-management abilities.
Trustworthy and ethical with a strong sense of accountability.
Professional and well-presented.
Valid driver’s license.
Own reliable transport.