Short-Term Insurance Adviser: Personal and Commercial Lines

Source sufficient lead-generation opportunities to maintain a healthy, income-generating sales pipeline.

Achieve a minimum target of four written policies per month.

Maintain and update the Lead Generation Matrix weekly.

Conduct comprehensive needs analyses with prospective clients to fulfil professional advisory responsibilities.

Perform in line with agreed business expectations and key performance areas.

Maintain up-to-date knowledge of competitor products and relevant product comparisons.

Develop comprehensive knowledge of the applicable insurance products and remain informed of all product changes and enhancements.

Conduct all activities in accordance with insurance regulations, professional standards, guidelines and ethical requirements.

Maintain and develop the knowledge and skills required to provide specialist, professional advice across relevant business areas.

Matric or Grade 12.

A minimum of three years’ experience selling short-term insurance as a broker agent or tied agent.

Strong knowledge and experience of the South African short-term insurance industry.

A minimum of 30 FAIS credits in short-term insurance if the date of first appointment was before 2010, or a fully recognised qualification as listed by the FSCA if the date of first appointment was on or after 1 January 2010.

Successful completion of the FAIS Regulatory Examination for Representatives (RE5).

A minimum of 12 Continuous Professional Development points when registered for one line of business, or 18 points when registered for both personal and commercial lines.

All required regulatory examinations and accreditations.

Compliance with the Fit and Proper requirements prescribed by the FAIS Codes of Conduct.

Proficiency in Microsoft Word, Excel, PowerPoint and calendar management.

An established social media presence and the ability to use social media as a professional networking tool.

A valid driver’s licence and own reliable vehicle.

Strong prospecting, cold-calling, outbound sales and sales pipeline management capabilities.

Strong relationship-building, networking, negotiation and retail sales skills.

Excellent verbal and written communication skills.

A client-focused and advice-led approach to sales.

Strong attention to detail and risk awareness.

Trustworthy, honest, entrepreneurial, inquisitive, competitive and results-driven.