Broker (Long-Term Insurance)

4 days ago


Pietermaritzburg, KwaZulu-Natal, South Africa TWK Agri Full time

TWK Agri has the following vacancy available: Broker (Long-Term Insurance) within the Insurance department at Pietermaritzburg, KwaZulu-Natal.

Job Summary
We are looking to recruit a Long-Term Insurance Broker who is dedicated and specialized in selling long-term insurance (risk and investment). The broker will be responsible for understanding client needs, providing expert advice, and finding the right insurance solutions to fulfill the needs of the client. The role requires building and maintaining client relationships, staying informed about industry trends, and ensuring compliance with all regulatory requirements.
Responsibilities and Duties

  1. Identify client financial goals and risk tolerance to advise suitable products
  2. Individual risk assessment – relation to suitability of products for the client
  3. Promote business to increase customer base and grow revenue
  4. Develop new business and maintain existing client base
  5. Stay up-to-date with industry trends, regulatory requirements, and insurance products
  6. Ensure all transactions comply with regulatory and company standards
  7. Maintain accurate records of client interactions and policy details
Qualifications and Skills
  1. Relevant qualification
  2. 2+ years industry experience
  3. RE Qualification and industry certificates
  4. Strong understanding of the long-term insurance industry
  5. Experience working with a variety of insurance companies
  6. Own vehicle
  7. Valid driver's license
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