Job Description

Role Purpose

Financial Advisor who are are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the client. Financial Advisors advise primarily on motor and household domestic insurance.

Face to Face sales

Experience and Qualifications

Matric/Grade 12

FAIS Credits (120)

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

Thorough understanding of the short-term insurance industry and products

Thorough understanding of business principles

Interpersonal Skills

Ability to handle conflict

Negotiation skills

Problem solving skills

Responsibilities and work outputs

Source sufficient lead generating opportunities to ensure client quotes per week and 35 per month 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 analysis 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, 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

Stay abreast of the client 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 appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas

Maintain the required dress code and professional appearance

Job Type: Full-time

Application Question(s):

Do you have RE5 AND 120 FAIS credits Do you have your own car Have you sold insurances
Work Location: In person