Job Description

Job Summary Overview and Purpose of the Role: Our business product offering has grown significantly over the years which has led to th development of the face to face distribution channel. To facilitate this model the positions of Commercial Agents (Face to Face) have emerged. The incumbent of this newly created position will be responsible for growing and developing the business insurance portfolio. The key outputs for this role are as follows: New Business sales Client service and management High level performance The Commercial Agent: Face to Face Distribution must align themselves with the company culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition. Qualification and Experience Completed Matric or National Senior Certificate 60 FAIS credits / Full Insurance Qualifications (depending on Dofa) preferable For applicants that have been working in a financial services industry prior to December 2010, preference will be given to applicants with their Financial Services Board Regulatory Exams (RE1) completed. Applicants without prior financial services sales experience will not be prejudiced by this requirement. If you worked in the financial services industry prior to December 2011, selling and providing financial advice to clients. You would need to have completed the 30 FAIS credits necessary for personal lines or 60 FAIS credits for commercial insurance Must have your own reliable transport Valid code B drivers license 2 years insurance external sales experience or similar / must have strong business networks If not insurance industry experience and qualifications, the client would consider office automation sales / similar Responsibilities: Build your own insurance portfolio by: Being able to prospect for new clients through networking, Cold calling and door door canvasing for new business Effective communication with both internal stakeholders and clients. Conduct a comprehensive risk evaluation for the client. Providing solutions to clients by selling short term products aligned to the needs of the client. Drafting, tracking and measurement of your personal business plan. Providing on-going service and support to your individual client base (amendments, renewals, claims etc.). Retention of existing business including renewal discussion in line with FAIS Developing internal/external relationships with clients. Continuous building of your client base hence securing future income. Keeping abreast with the commercial insurance market changes and developments. Achieving/Exceeding targets consistently Providing feedback to line management when requested. Attending all weekly and adhoc team meetings. Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying. Adhering to all quality standards and measures in place. Salary - R22 000 (starting salary), plus 1000kp month fuel card, cellphone (500 mins + 3 gigs data) plus commission

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