Broker

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.