Job Description

Role Purpose Managing and servicing of direct personal lines insurance portfolios whilst ensuring a balance between the company's business priorities including growth and client retention whilst adhering to the Insurance needs of clients, in conjunction with Financial Services Regulations. Requirements

• Matric/Grade 12
• 3 Years' Experience in Servicing
• 120 FAIS Credits
• Own vehicle
• RE5
• 12 CPD (continuous professional development) points

Duties & Responsibilities Source sufficient lead generating opportunities Maintain and update your Lead Generation Matrix on a weekly basis Once a quote is requested the consultant must arrange a one on one meeting with the client in order to conduct a proper needs analysis and offer professional advice Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building 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 Keep up to date and fully informed on product comparisons with opposition products Ensure that you are up to date with all own product changes Meet all KPl's as laid down By the client Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times Meet continuing professional development objectives as required by the industry Maintain appropriate skills and knowledge in order to provide specialist, professional financial advice in all relevant business areas Maintain the required dress code and professional appearance Job Type: Full-time Salary: R20,000.00 per month Application Question(s):

• DO YOU HAVE 3 YEARS EXPIERENCE SELLING FACE TO FACE
• DO YOU HAVE A RE5 OR A RE1