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Junior Portfolio Manager - Johannesburg

Key requirements

  • Relevant qualifications
  • FAIS compliant: RE5 and NQF5
  • Minimum 3 years appropriate transport experience
  • Presentation and computer skills
  • Driver's license MUST
  • Multilingual
  • Strong working knowledge of commercial insurance particularly in the transport sector
Key responsibilities
  • Source new business in the trucking industry through generating own leads
  • Be accountable for achieving profit target of R60 000 per month
  • Be accountable for achieving profit target of R10 000 per month for other product providers
  • Convert 30% of quotations per month
  • Ensure compliance and procedural requirements are always met
  • Conduct presentations to the potential clients
  • Accountable for daily update of registers, quotations, new business, renewals, unpaid
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