Broker Short Term Insurance/life

3 weeks ago

Johannesburg, South Africa Quantum Recruitment Pty Ltd Full time

The client business product offering has grown significantly over the years which have led to the development of the face to face distribution channel. The incumbent of this newly created position will be responsible for growing and developing the business portfolio.

**The key outputs for this role are as follows**:
New Business sales

Client service and management

High level performance

**Duties and responsibilities**:
Build your own portfolio by:
Being able to prospect for new clients through networking, Cold calling and door to door canvasing for new business

Effective communication with both internal stakeholders and clients

Conduct a comprehensive risk evaluation for the client.

Providing solutions to clients by selling short term products aligned to the needs of the client.

Drafting, tracking and measurement of your personal business plan.

Providing on-going service and support to your individual client base (amendments, renewals, claims etc.).

Retention of existing business including renewal discussion in line with FAIS

Developing internal/external relationships with clients.

Continuous building of your client base hence securing future income.

Keeping abreast with the commercial market changes and developments.

Achieving/Exceeding targets consistently

Providing feedback to line management when requested.

Attending all weekly and adhoc team meetings.

Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying.

Adhering to all quality standards and measures in place.

**Requirements**:
Completed Matric or National Senior Certificate

Must have your own reliable transport and valid drivers licence

Sales Hunters with an entrepreneurial mind-set

Must have Lead Generation and Sourcing experience, business prospecting

Face-to-Face Experience - not call centre sales

Strong Communication skills

FAIS credits

Full Insurance Qualifications (depending on Dofa)

RE5 (depending on Dofa)

Do you have a DOFA Date

What is your Dofa date?

RE5 - within 2 years of DOFA

Hold or Held an Insurance Broker/Commercial Agent position

**Direct Sales/B2B Sales/External Sales/Face to Face Sales/On the Road Sales**:
3 years on the Road Sales experience

3 years B2B/Direct sales experience

3 years “Selling Products”

Broker/Commercial Agent
Insurance
Short Term
Life and Investments
Centruion
Bedfordview
Soweto
Kempton Park
Sandton
Jhb
Roodepoort
Laudium

**Job Types**: Full-time, Permanent

Ability to commute/relocate:

- Johannesburg, Gauteng: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Do you have FAIS credits and how many?
- Do you have an RE5 within 2 years of Dofa date?
- Direct Sales/B2B Sales/External Sales/Face to Face Sales/On the Road Sales?
- Do you hold or held a position as Insurance Broker/Broker/Commercial Agent?

**Education**:

- High School (matric) (required)

**Experience**:

- Sales Hunters with an entrepreneurial mind-set: 1 year (required)
- Lead Generation & Sourcing,business prospecting: 3 years (required)
- Face-to-Face Experience - not call centre sales: 3 years (required)
- FAIS credits: 1 year (required)
- RE5 within 2 yrs of DOFA: 1 year (required)
- Direct Sales/B2B Sales: 3 years (required)
- /External Sales/Face to Face Sales/On the Road Sales: 3 years (required)

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