Job Description

Job Purpose:

To ensure sales strategies are implemented to increase acquisition, establishing client relationships, identifying new markets for business insurance and identifying leads pipelines.

Job Outputs:

• Present our value proposition, that is tailored to the known interests, needs, issues, and concerns of decision makers and influencers within and external to the organization.
• Complete the risk analysis and proposal.
• Conduct client needs analysis and provide a record of advice.
• Obtain quotes suited to the risks from the applicable insurers.
• Conclude commercial sales deals with high quality of product & service delivery level up to and including active policy level and premium payment, in line with unit and premium target.
• Meet financial targets through acquisition and upselling
• Distribute relevant documentation to clients, potential clients, insurance companies.
• Ensure efficient customer service and professional communication when liaising with customers and service providers.
• Engage with existing customers upon renewal of policies to grow the average premium by selling onto existing risks
• Ensure presence at Employee Wellness engagements and other networking opportunities with the intention to generate leads.
• Provide product and alternative product recommendations whilst complying with all legal requirements e.g., FAIS, FICA and Product Protection rules.
• Submission of sales activity reports on a weekly and monthly basis

• Matric/Grade 12
• Regulatory Exams for representative (RE 5) is essential
• Regulatory Exams for Key Individuals (RE 1) is advantageous
• FSCA recognized qualification on NQF level 4 is essential

• Minimum 5 years face-to-face sales experience in business insurance

• Code 8 driving license (Manual)
• MS Office
• Selling skills
• Negotiation skills
• Attention to detail
• Up to date knowledge of regulatory landscape within the financial sector
• Interpersonal skills
• Target driven
• Communication skills
• Coping under pressure
• Conflict handling skills
• Problem solving skills
• Presentations skills

iMas Insurance Brokers