Short-Term Insurance Adviser: Personal and Commercial Lines

Source sufficient lead-generation opportunities to maintain a healthy, income-generating sales pipeline.

Achieve a minimum target of four written policies per month.

Maintain and update the Lead Generation Matrix weekly.

Conduct comprehensive needs analyses with prospective clients to fulfil professional advisory responsibilities.

Perform in line with agreed business expectations and key performance areas.

Maintain up-to-date knowledge of competitor products and relevant product comparisons.

Develop comprehensive knowledge of the applicable insurance products and remain informed of all product changes and enhancements.

Conduct all activities in accordance with insurance regulations, professional standards, guidelines and ethical requirements.

Maintain and develop the knowledge and skills required to provide specialist, professional advice across relevant business areas.