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Short-Term Insurance Specialist | Hermanus

Short-Term Insurance Specialist | Hermanus

The Recruitment CouncilHermanus, Western Cape, South Africa
21 days ago
Job description

Are you a highly driven, results-oriented Short-Term Insurance sales expert looking for an entrepreneurial and high-impact role?

A leading financial services group, dedicated to helping individuals and businesses achieve their financial goals, is looking for a committed Short-Term Insurance Specialist to drive growth within its Short-Term Insurance division. This role demands a client-centric approach and a proven ability to consistently exceed sales targets for both personal and commercial lines.

Responsibilities :

  • Pipeline Generation : Proactively source lead-generating opportunities to ensure a healthy, income-generating sales pipeline.
  • Target Achievement : Consistently meet or exceed the minimum requirement of 8.5 written policies per month and perform in line with business expectations on agreed key performance areas.
  • Expert Advice : Conduct comprehensive needs analyses with all prospective clients to discharge your advice responsibility, leveraging your proficiency in our product offerings.
  • Market Insight : Stay fully informed on competitor products and maintain continuous professional development (CPD) to ensure specialist, professional advice.
  • Compliance & Ethics : Ensure all activities are compliant with the regulations and standards of all Insurance regulations and FAIS codes of conduct.

Experience and Qualification :

  • Competitive, Entrepreneurial, and Resilient individual with a track record of success in the short-term insurance space.
  • Minimum of 3 years’ experience in selling short-term insurance as a broker or tied agent.
  • Matric / Grade 12.
  • FAIS Regulatory Examination for Representatives (RE5), and all required regulatory exams / accreditation.
  • Must meet Fit and Proper requirements as prescribed by the FAIS codes of conduct.
  • Skills :

  • Proven prospecting, Cold Calling, and retail sales skills.
  • Strong relationship and networking abilities.
  • Proficiency in MS Office (Excel, PowerPoint, MS Word).
  • If you possess strong verbal and written communication skills and thrive in a results-driven environment, this is your opportunity to leverage your expertise and grow within a top-tier financial group.

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    Insurance Specialist • Hermanus, Western Cape, South Africa

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