Job Description

Responsibilities and work outputs
- Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per monthxc3x82
minimum
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- Once a quote is requested the consultant must contact client in order to conduct a proper needs analysisxc3x82
and offer professional advice.
- Sign up a minimum of 5 active lead referral agents
- Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, averagexc3x82
premium, total premium and any other pertinent information which may be required from time to time.
- Keep up to date and fully informed on product comparisons with opposition products
- Stay abreast of product changes and enhancements
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations andxc3x82
professional guidelines and ethics
- Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevantxc3x82
business areas
- Maintain the required dress code and professional appearance

Competencies required.
- Technical Retail Acumen
- Retail Sales Skills
- Risk awareness
- Cross selling

Experience and Qualifications
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date ofxc3x82
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
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- Call center agents not preferred unless they have a minimum of 5 years' experience
- All required regulatory exams and accreditation
- One year's proof of commission earnings (minimum R10 000.00 pm)
- Candidate must have his own transport (CAR) and license

We're looking for someone with
- Extensive knowledge of the Short-Term Insurance Industry
- Thorough understanding of the short-term insurance industry and products
- Thorough understanding of business principlesxc3x82
- Interpersonal Skills
- Ability to handle conflict
- Negotiation skillsxc3x82
- Problem solving skills
- Risk Assessment and analysisxc3x82
- Insurance Principles and practicexc3x82
- Customer and Personal Servicexc3x82
- Clerical and administrative proceduresxc3x82
- Be professional at all times with prospects, clients and other MI stakeholders
- Presentation skills, both 1:1 and to groups
- Ability to present professionallyxc3x82
- Sales skills
- Prospecting skills

Location
The above-mentioned position is currently available at our office in Durban.

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