Job Description

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The purpose of this role is to build a sustainable Short-Term Insurance business unit that provides Short-Term Insurance solutions to Intermediaries through training & technical sales support
Create marketing opportunities for FAs in order to increase market share for the business

Requirements

Matric/Grade 12 (minimum
Relevant marketing and/sales degree, diploma or equivalent (beneficial)
FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognized qualification as per FSCA qualification list (beneficial)
Knowledge of the current regulatory environment (FAIS, FICA, POPIA)
In depth specialist knowledge of short-term insurance products (personal and commercial lines)
Minimum of 4 years short term insurance experience (Independent financial advisory -; Brokers)
Face to face engagement with Brokers
Applicant must hold a valid driver's license and own transport

Duties & Responsibilities

Identifying and sourcing new FAs and Specialist FA's
Train and support FAs with regards to Momentum Insure and it's offering
Identifying opportunities for the FAs to pursue
Generating sales
Travel extensively

Competencies

Technical Skills and Competence
Relationship building
Convincing
Results Focused
Tenacity
Presentation skills
Risk awareness
* Cross selling