Job Description

Responsibilities and work outputs
xefx82xb7 Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
xefx82xb7 Minimum requirement of 8.5 written policies per month
xefx82xb7 Maintain and update your Lead Generation Matrix on a weekly basis
xefx82xb7 Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
xefx82xb7 Sign up a minimum of 5 active lead referral agents
xefx82xb7 Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
xefx82xb7 Keep up to date and fully informed on product comparisons with opposition products
xefx82xb7 Stay abreast of product changes and enhancements
xefx82xb7 Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
xefx82xb7 Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
xefx82xb7 Maintain the required dress code and professional appearance

Competencies required

xefx82xb7 Technical Retail Acumen
xefx82xb7 Retail Sales Skills
xefx82xb7 Risk awareness
xefx82xb7 Cross selling

Experience and Qualifications
xefx82xb7 Matric/Grade 12
xefx82xb7 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
xefx82xb7 FAIS Regulatory examination for Representatives (RE5)
xefx82xb7 12 CPD (continuous professional development) points
xefx82xb7 Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
xefx82xb7 Call center agents not preferred unless they have a minimum of 5 years' experience
xefx82xb7 All required regulatory exams and accreditation
xefx82xb7 One year's proof of commission earnings (minimum R10 000.00 pm)
xefx82xb7 Candidate must have own transport (CAR) and license

We're looking for someone with
xefx82xb7 Extensive knowledge of the Short-Term Insurance Industry
xefx82xb7 Thorough understanding of the short-term insurance industry and products
xefx82xb7 Thorough understanding of business principles
xefx82xb7 Interpersonal Skills
xefx82xb7 Ability to handle conflict
xefx82xb7 Negotiation skills
xefx82xb7 Problem solving skills
xefx82xb7 Risk Assessment and analysis
xefx82xb7 Insurance Principles and practice
xefx82xb7 Customer and Personal Service
xefx82xb7 Clerical and administrative procedures
xefx82xb7 Be professional at all times with prospects, clients and other stakeholders
xefx82xb7 Presentation skills, both 1:1 and to groups
xefx82xb7 Ability to present professionally
xefx82xb7 Sales skills
xefx82xb7 Prospecting skills

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