Insurance Solutions Expert

2 weeks ago


Pretoria, Gauteng, South Africa Energy At Work Projects Full time

Energy At Work Projects is seeking an experienced Insurance Solutions Expert to join their team. The successful candidate will be responsible for providing exceptional service to existing clients by offering them tailored short-term insurance solutions in Afrikaans.

Key Responsibilities:
  1. Conducting outbound calls to engage with clients.
  2. Assessing clients' insurance needs, whether professional or personal, and providing relevant service recommendations.
  3. Collaborating with colleagues to develop customized insurance solutions.
  4. Demonstrating expertise in short-term insurance.
  5. Monitoring and achieving sales targets.
  6. Cultivating relationships with referrals and transitioning them into valued clients.
  7. Staying up to date with current insurance offerings.
  8. Reviewing client requirements to identify suitable insurance packages.
Qualification/Experience Required:
  • Matric (Grade 12) and relevant industry qualifications.
  • Regulatory Examination 5 (RE 5) or in progress with DOFA.
  • FAIS Credits or in progress with DOFA.
  • Class of Business advantageous.
Professional Requirements:
  • 1-3 years of sales experience.
  • Strong knowledge and understanding of the insurance sector/industry.
  • 6-12 months of short-term insurance experience beneficial.


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