Promotes sales in liaison with brokers and financial institution's leads and services brokers. Receives requests for quotations from clients or Stakeholders and provides a packaged solution based on client needs. Actively promotes company products.
Must be fully FAIS Compliant Fit and Proper as determined by FAIS legislation (Honesty, Integrity and Financial Solvency)
Experience Required
Wealth Management -3-4 years - Commercial Insurance
Experience as determined by FAIS legislation. A minimum of 5 years previous working inexperience commercial short-term insurance either as a Broker or Insurer. Bancassurance experience advantageous.Sound knowledge of commercial insurance practices, procedure's and products.A good working knowledge of FAIS and FICA legislation.Sales and negotiation skills.Excellent verbal and written communication skills. A minimum of 5 years previous working experience in Short term insurance is preferable to gain practical exposure to banking principles and to establish credible relationships.
Additional Information
Behavioural Competencies:
Adopting Practical Approaches
Challenging Ideas
Checking Things
Documenting Facts
Establishing Rapport
Examining Information
Exploring Possibilities
Following Procedures
Interacting with People
Interpreting Data
Making Decisions
Managing Tasks
Meeting Timescales
Producing Output
Providing Insights
Resolving Conflict
Seizing Opportunities
Taking Action
Team Working
Upholding Standards
Technical Competencies:
Client Acceptance and Review
Underwriting and Pricing Risk
Claims Knowledge
Insurance Principles
Insurance Products and Services
Risk Perception and Assessment
Underwriting Process
Underwriting Management
Please note:
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