Business Insurance Advisor
7 months ago
Who are we?
- Matric or National Senior Certificate.
- Insurance qualification or credits based on date of first appointment to commercial lines insurance.
- Where applicable, Class of Business or Continuous Professional Development (CPD) training.
- FAIS Regulatory Examination for Representatives (RE5).
- Must have your own reliable transport.
- Valid code B driver’s license.
Minimum Experience
- 2 years face to face or Intermediary experience in selling short term insurance
- Working with a Record of Advice
- Business to Business sales experience Delivrables include but will not be limited to
- Building your own insurance portfolio.
- Prospecting for new clients through networking, cold calling, and door to door canvasing.
- Conducting a comprehensive needs analysis for prospective clients.
- Providing ongoing servicing and support to your individual client base (amendments, renewals, claim registration, etc.).
- Continuous building of your client base to secure future income.
- Achieve/Exceed targets consistently.
- Provide feedback to line management when requested.
- Attend all weekly and ad hoc team meetings.
- Adhere to all quality standards and measures in place.
Competencies Required
- To actively source and grow your portfolio of clients
- Write a min of R13500 new business premium per month
- To provide world class service to your portfolio of clients, thereby ensuring a low lapse rate
- To screen new business and ensure that your portfolio does not pose a threat to MiWay’s risk pool
Personal Attributes Communicates effectively - Contributing dependently Action orientated - Contributing independently Optimises work processes - Contributing independently Situational adaptability - Contributing independently Core Competencies Drives results - Contributing independently Customer focus - Contributing independently Cultivates innovation - Contributing independently Collaborates - Contributing independently Turnaround time
At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. MiWay is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.
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