Short-Term Insurance Adviser

2 days ago

George, Western Cape, South Africa Momentum Full time R40 000 - R50 000 per year

Role Purpose

Short-Term Insurance Advisers are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.

Requirements

  • Matric/Grade 12
  • FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
  • FAIS Regulatory examination for Representatives (RE5)
  • 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
  • Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
  • All required regulatory exams and accreditation
  • Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
  • Social media presence and an ability to use social media as a networking tool
  • Candidate must have his own transport (reliable vehicle) and driver's license

Duties and Responsibilities

  • Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline
  • Minimum requirement of 8.5 written policies per month
  • Maintain and update your Lead Generation Matrix on a weekly basis
  • A BDC is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
  • Perform in line with business expectations on agreed key performance areas.
  • Keep up to date and fully informed on product comparisons with opposition products.
  • Be proficient in the Momentum Insure product and stay abreast of all the product changes and enhancements.
  • Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
  • Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas
  • Maintain the required dress code and professional appearance
  • Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.

As an applicant, please verify the legitimacy of this job advert on our company career page

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