Financial Advisor for personal and commercial lines

SUMMARY:
Role Purpose Short-Term Insurance Advisers are committed, driven, result-oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by The Client

POSITION INFO:

You must have sold personal and commercial lines

Prospecting your own leads

This is not a call center position

Face to Face sales 

• Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline.
• Minimum requirement of 4 written policies per month.
• Maintain and update your Lead Generation Matrix on a weekly basis.
• to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
• Perform in line with business expectations on agreed key performance areas.
• Keep up to date and fully informed on product comparisons with opposition products.
• Be proficient in the Client product and stay abreast of all the product changes and enhancements.
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics.
• Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.
• Maintain the required dress code and professional appearance.
• Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.

Experience and Qualifications:

• Matric/Grade 12
• FAIS Credits 120(
• (RE5)
• 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
• Minimum of 2-3 years'''' experience in selling short term insurance (commercial and personal lines) either as a broker agent or tied agent Face to Face sales only
• All required regulatory exams and accreditation
• Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
• Social media presence and an ability to use social media as a networking tool
• Candidate must have their own transport (reliable vehicle) and driver’s license