SUMMARY:
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POSITION INFO:
Are you ready to be part of the rapidly growing and every growing brand within the financial services industry? Are currently seeking a greater change and move in your career? We have an exciting opportunity for you with one of our clients as a Broker Consultant
Role Purpose
Broker Consultants are committed, driven, results oriented administrators who are able to work on their own as well as in a team environment writing business via broker channel in accordance with targets laid down by my client. Broker Consultants provide service to brokers in respect of motor and household domestic insurance.
Responsibilities and work outputs
Providing quotations for broker and intermediaries within agreed service level agreements. Quoting at least 100 quotes per month
Assist brokers with factual information to assist them in providing quotations for their prospective clients. Follow up on outstanding information immediately
Once a quote has been provided to the broker, follow up with broker if policy has been accepted as per Service Charter or SLA
If quotation is accepted, provide a prepopulated proposal form and advise documentation required
Obtain completed proposal form and documentation required from the broker or intermediary
Check that documentation and forms received are correct and forward to pre-gatekeeping
Complete daily report on quotations done and policies accepted, to monitor activity and conversion rate
Keep up to date and fully informed on product comparisons with opposition products.
Competencies required
Technical Retail Acumen
Retail Sales Skills & Risk awareness
Cross selling
Experience and Qualifications
Matric/Grade 12
FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
FAIS Regulatory examination for Representatives (RE5)
12 CPD (continuous professional development) points
Minimum of 3 years'' experience in selling short term insurance either as a broker agent or tied agent
All required regulatory exams and accreditation
Candidate must have his own transport (CAR) and license
We''re looking for someone with
Extensive knowledge of the Short-Term Insurance Industry
Thorough understanding of the short-term insurance industry and products
Thorough understanding of business principles
Interpersonal Skills
Ability to handle conflict
Negotiation skills
Problem solving skills
Risk Assessment and analysis
Insurance Principles and practice
Customer and Personal Service
Clerical and administrative procedures
Be professional at all times with prospects, clients and other MI stakeholders
Presentation skills, both 1:1 and to groups
Ability to present professionally
Sales skills
Prospecting skills
If the above, is YOU don''t Hesitate to apply, CHANGE YOUR CAREER FOR THE BETTER!
NB! This job is now closed. You can apply for other jobs by uploading your CV.
