Short-term Insurance Paraplanner
5 months ago
We are looking for Dynamic independent Short-Term Insurance Paraplanners who are based around the Helderberg area, Cape Town, who specialise in supporting clients with holistic financial solutions designed to save clients money, gain greater benefits and build long-term wealth. The company provides Medical Aid, GAP Cover, Individual Risk Planning, Buy & Sell, Key Man and Partnership Insurance, Investments, Short/Medium/Long Term, Car & Household Insurance, Commercial Lines Insurance, Estate Planning, Wills & Corporate Employee Benefits and much more.
Skills required
- Strong sales and Deal closing abilities
- Strong communication skills
- Problem solving
- Fluent in English and Afrikaans
- Knowledge of insurance related policies and legislation.
- Proficient in Analytical math.
- Discretion and Confidentiality
- Excellent in conflict resolution
- Continuously develop skills to keep up with the industry requirements.
- To Always remain fit and proper in terms of FCSA regulations, remain honest and ethical and act within the interest of the business and the client.
- Time management
- Attention to detail.
- Multi-tasking skills required.
- Knowledge of financial terminology and procedures would be beneficial.
Competencies required.
- Analysing and network ability
- Forging ne relationships with key people for speedy results.
- Deciding and Initiating action.
- Adhering to principles and values.
- Persuading and influencing skills.
- Working with People.
- Adapting and responding to change.
- Achieving personal goals and Objectives.
- Delivering results and meeting customers expectations.
Duties and responsibilities
- Generate 20 40 new business cases per month.
- Servicing 20 clients per month
- Update sales and sales board weekly, keeping track of leads and ensure lead rollover is followed up monthly.
- Grow you book by at least 20 cases and 10 signed intermediary every month.
- Capture the clients details on Atwork and Smart Advice and follow up with outstanding clients daily on short term insurance.
- Work effectively and efficiently with your team.
- Paraplannning and preparation of documents including all compliance for salespeople.
- Submission of all new business to the correct business processing departments.
- Adhering to documentation titling, saving, and titling of communication within the organisation and being sent outside of the organisation.
- Ensuring all cancellations are done for clients moving to our brokerage from another insurer and onboarding of new clients.
- Servicing includes but may not be limited to addition and removal of benefits from existing policies and updating of information is key to ensuring correct risk is always maintained on the policies.
- Recording information on Atwork or a relevant CRM.
- Adhering to regulations set out by the FCSA, OTSI and other regulatory boards.
- Maintaining client information.
- Annual reviews for Client portfolios
Pay: R8 000,00 - R12 000,00 per month
-
Short-Term Insurance Paraplanner
5 months ago
Cape Town, South Africa West Coast Personnel Full timeWe are seeking a motivated and proactive Short-Term Insurance Paraplanner to join our team in Somerset West. If you are bilingual, live in the Helderberg area, and have a positive attitude towards achieving sales targets, we want to hear from you. Requirements:Bilingual applicants who live in the Helderberg area.2 -Years of regulatory insurance would be...
-
Insurance Paraplanner
4 weeks ago
Cape Town, Western Cape, South Africa West Coast Personnel Full timeWe are seeking a highly motivated and proactive Short-Term Insurance Paraplanner to join our team in Somerset West.Requirements:Bilingual applicants who live in the Helderberg area are required.2 years of regulatory insurance experience would be beneficial.Matric certification is mandatory.A reliable vehicle is necessary for the role.Candidates must be able...
-
Short Term Insurance Agent
5 months ago
Cape Town, South Africa A1 Financial Services Full time**Short Term insurance (Home, Vehicle and Contents) sales agent** A1 Financial Services is an authorized Financial Service Provider, we require dynamic and skilled agents to spearhead a short-term insurance (home, vehicle and contents) sales campaign. This is for one of the leading insurers in South Africa. This position entails, securing targets, and...
-
Short Term Insurance Agent
5 months ago
Cape Town, South Africa A1 Financial Services Full time**Short Term insurance (Home, Vehicle and Contents) sales agent** A1 Financial Services is an authorized Financial Service Provider, we require dynamic and skilled agents to spearhead a short-term insurance (home, vehicle and contents) sales campaign. This is for one of the leading insurers in South Africa. This position entails, securing targets, and...
-
Short-Term Insurance Consultants
3 weeks ago
Cape Town,, South Africa Jobted ZA C2 Full timeWe're seeking Short-Term Insurance Consultants - 6 Months Contract - Bellville (Cape Town). The insurance consultant role is focused on providing an end-to-end service and support to brokers. ONLY applicants that are currently living in Cape Town will be considered! MUST have Short-Term Insurance experience! Duties & Responsibilities his role is focused...
-
Short Term Insurance Agent
5 months ago
Cape Town, South Africa A1 Financial Services Full timeWE ARE HIRING! A1 Financial Services an authorized FSP 47264, We require Call Centre Agents to sell short term insurance products full time. This is a fantastic opportunity to join a young dynamic organization. With high earning potential and great hours, this could be just the opportunity that you've been looking for. Our position is aimed at individuals...
-
Short Term Insurance Broker
5 months ago
Cape Town, South Africa Ikusasa Recruitment Group Full timeFinancial Advisors who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the client Financial who will advise primarily on motor and household domestic insurance **Requirements**: - You must have strong lead generation this is non...
-
Insurance Sales Specialist
11 hours ago
Cape Town, Western Cape, South Africa Staff Concepts Full timeStaff Concepts is seeking a skilled Insurance Sales Representative to join our team. As an Insurance Sales Specialist, you will be responsible for selling short-term insurances to clients on a face-to-face basis. Your primary goal will be to meet sales targets and increase revenue for the company.About the RoleThis is a challenging yet rewarding opportunity...
-
Cape Town, Western Cape, South Africa Job Masters Full timeJob Title: Short Term Insurance External Sales RepresentativeJob Summary:Job Masters is seeking a highly skilled External Sales Representative to promote our company's short term insurance products to the insurance industry in the Western Cape region. The ideal candidate will have a strong background in short term insurance sales, excellent communication and...
-
Experienced Short-Term Insurance Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Sanlam Full timeAbout the RoleWe are seeking a highly skilled and experienced Short-Term Insurance Specialist to join our team at Sanlam. As a key member of our sales team, you will play a vital role in providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesProvide expert advice on short-term insurance products to...
-
Cape Town, Western Cape, South Africa Job Masters Full timeJob Title: External Sales Representative for Short-Term InsuranceCompany Overview: Job Masters is seeking an experienced External Sales Representative to join our team and contribute to the growth of our short-term insurance business.Key Responsibilities:Achieve set monthly and yearly targets by identifying new business opportunities and implementing...
-
Cape Town, Western Cape, South Africa Job Masters Full timeJob Title: Short Term Insurance External Sales RepAbout the Role:We are seeking a skilled External Sales Representative to join our team at Job Masters. As a Short Term Insurance External Sales Rep, you will be responsible for building relationships with short-term insurance brokers and driving sales growth.Key Responsibilities:Develop and maintain...
-
Cape Town, Western Cape, South Africa Kinesis Holdings Full timeOpportunity to Thrive in Short-Term InsuranceAt Kinesis Holdings, we're seeking a skilled Outbound Sales Consultant to join our team in the short-term insurance division. This is a fantastic opportunity to work with one of the leading brands in the financial services sector.Key Responsibilities:Sell short-term insurance products telephonically to...
-
Short Term Insurance Sales Rep
6 months ago
Cape Town, South Africa Job Masters (Pty) Ltd Staff Recruitment Co Full timeShort Term Insurance Sales Rep - Vehicle Tracking industry - Cape Town Minimum requirements: - Matric - 2 years’ experience in dealing with brokers/underwriters/insurers or selling short term insurance to the public in external sales capacity. - A Short-Term Insurance qualification would be advantageous. - Valid Driver’s Licence. Salary offer:...
-
Financial Advisor
6 months ago
Cape Town, South Africa Ikusasa Recruitment Group Full timeOur clients is looking for financial advisors to sell the short term insurance products in personal lines - Extensive knowledge of the Short-Term Insurance Industry - Thorough understanding of the short-term insurance industry and products - Thorough understanding of business principles - Be able to write 40 quotes a month and close 8 sales a moth and get 5...
-
Cape Town, Western Cape, South Africa Job Masters Full timeJob Opportunity: Short Term Insurance External Sales RepWe are seeking a highly skilled and experienced External Sales Representative to join our team at Job Masters.Key Responsibilities:Develop and maintain relationships with short-term insurance brokers in the Western Cape region.Utilize sales expertise to promote and sell short-term insurance products to...
-
Outbound Sales Consultant- Short Term Insurance
5 months ago
Cape Town, South Africa Call Centre Staffing Full timeWestern Cape, CPT - Northern Suburbs Opportunity to work in the short term insurance division of one of the leading brands in the financial services sector. **Responsibilities**: - Selling Insurance (car and household) telephonically - Achievement of sales targets and objectives - Adherence to Quality and Compliance processes to minimize business...
-
Insurance Sales Representative
2 days ago
Cape Town, Western Cape, South Africa Call Centre Staffing Full timeAt Call Centre Staffing, we are seeking a skilled Insurance Sales Consultant to join our team. This role is focused on selling short-term insurance products telephonically and meeting sales targets.About the RoleThis is a fantastic opportunity for a sales professional looking to make a real impact in the industry. As an Insurance Sales Consultant, you will...
-
Short Term Insurance Claims Processor
5 months ago
Cape Town, South Africa Third Age Group Full timeDo you have short term insurance experience as a claims negotiator, do you love problem solving and working with a team. If you like a to grow and work with a team? This is the position for you. **Requirements**: - Previous experience in the short term insurance industry as a claims handler or negotiator; - Attention to detail; - Computer Literate; -...
-
Short Term Insurance Broker Underwriter
2 months ago
Cape Town, South Africa PIB FINANCIAL SERVICES Full timeAbility to commute/relocate: - Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required) Application Question(s): - What is your salary expectation? - Have you worked as an underwriter or administrator in domestic and commercial insurance? **Education**: - High School (matric) (required) **Experience**: - Short...