The incumbent of this position will be responsible for growing and developing the business insurance portfolio.

The key outputs for this role are as follows:

Qualification and Experience:

Essential

Completed Matric or National Senior Certificate
60 FAIS credits/Full Isurance Qualifications (depending on Dofa)
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 BoardRegulatory 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 external sales experience

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.