Independent Agent

PURPOSE OF THE POSITION AND KEY RESPONSIBILITIES

• Market and selling Funeral and Legal Insurance Products within the stop-order market. Great opportunity for self-driven individuals eager to earn extra income through commission.

Key Responsibilities include, but are not limited to:

Responsibilities         

• Promote, sell funeral and legal insurance products to new and existing members or clients.
• Engage with potential members or clients and explain product features,
• Benefits and pricing suitable to their individual needs.
• Assist potential members/clients with completing digital application
• processes using provided quoting application and product information.
• Generate quality stop order business and achieve set sales targets
•  Maintain professional client relationships

Requirements

MINIMUM CRITERIA AND PRE-REQUISITE COMPETENCIES

Education       

• Grade 12 or equivalent qualification.
• Basic Sales & Marketing knowledge and experience
• Sales Qualification and FAIS accreditation are advantageous.

Experience 

• Strong communication and interpersonal skills
•  Regulatory 5 qualification is advantageous
•  Previous sales experience in insurance and financial services, will be advantageous. 
• Willingness to work in the field and travel to different locations
• Ability to work independently
• Computer literacy and basic administrative skills
• Must be FAIS fit and proper to sell insurance products with a clean credit record
•  Must have a smart phone or laptop （key requirement）
• Must have reliable connectivity and data to sell the product
• Must have own transport or make travel arrangements to meet potential Members
• Must be able to manage the appointments and independently market the product

•  Integrity and Honesty
•  Confidence
• Strong communication and interpersonal
• Good listening skills
• Good interpersonal skills and engagement

PRE-REQUISITE COMPETENCIES

Knowledge Competencies

• Professional knowledge  
• Basic insurance product knowledge

Skill Competencies    

• Strong communication skills
• Resilience
• Results-driven mindset
• Customer-focused
• Persuasiveness 
• Adaptability
• Self-motivation / Initiative
• Positive attitude
• Time management and discipline
• Accuracy
• Administrative skills
• Analytical thinking ability
• Tech savvy
• Verbal communication

Behavioural Competencies   

• Computer systems orientation
• Customer service orientation
• Persistence
• Perseverance
• Personal growth orientation
• Enjoy working with people
• Driven by performance and rewards
• Influencing ability
• Enjoy flexibility while earning a competitive income
• Self-Discipline