Broker

Recruiter:

CFS Recruitment

Job Ref:

4120500635

Date posted:

Friday, July 8, 2022

Location:

Roodepoort, South Africa

SUMMARY:
-

JOB DESCRIPTION:

My client in the Short Term Insurance is looking for a Broker

Minimum requirements for successful candidates:

Matric
Full qualification (NQF4) Short-term insurance - Commercial and Personal lines.
Successfully completed the class business exam
Successfully completed the RE5 exam
Currently registered with the Financial Sector Conduct Authority as a full representative
2+ years, of experience as a representative rendering Financial Advice and Intermediary services
Must be computer literate on a basic intermediary level on Microsoft software
Must have excellent negotiation and presentation skills and possesses the ability to close deals
Must have high initiative and entrepreneurial skills and must be able to work independently
Own transport and a cell phone are mandatory
AFRIKAANS & ENGLISH First Language ESS

Responsibilities will be, but are not limited to:

Prospection and closing of new business
Maintaining existing business
To have a holistic approach to financial advice
Establishing and defining a professional relationship with clientele
Analysing and evaluating current insurance policies and cover information
Developing and presenting recommendations and/or alternatives to clientele
The implementation of recommendations
The monitoring and maintaining of clients' short-term insurance portfolios

The remuneration and value proposition are to be compiled in collaboration with each successful individual advisor.

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