About the position
Short-Term Insurance Advisers are committed, driven, result-oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines). Responsibilities and work outputs
- Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline.
- Minimum requirement of 4 written policies per month.
- Maintain and update your Lead Generation Matrix on a weekly basis.
- A SIA is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
- Perform in line with business expectations on agreed key performance areas.
- Keep up to date and fully informed on product comparisons with opposition products.
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics.
- Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.
- Maintain the required dress code and professional appearance.
- Meet the Fit and proper requirements as prescribed by the FAIS codes of [URL Removed] required:
- Prospecting and sales pipeline management
- Strong relationship and networking skills
- Strong understanding and experience of the short-term Insurance industry in South Africa
- Strong verbal and written communication skills
- Trustworthy and honest
- Advice led sales
- Attention to detail
- Competitive
- Client focused /client centric
- Entrepreneurial
- Inquisitive nature
- Results driven
- Cold calling skills/ Outbound skill set
- Change fit
- Resilient
- Retail Sales Skills
- Risk awareness
- Negotiating skills
- Self-developmentExperience and Qualifications:
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010)
- FAIS Regulatory examination for Representatives(RE5)
- 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- All required regulatory exams and accreditation
- Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
- Social media presence and an ability to use social media as a networking tool
- Candidate must have their own transport (reliable vehicle) and driver's license
Desired Skills:
- fais
- Brokerage
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Grade 12 / Matric
