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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