Independent Contractor - Various areas

 

Recruiter:

Energy At Work

Job Ref:

530830615

Date posted:

Wednesday, January 19, 2022

Location:

Kwa-Zulu, South Africa


SUMMARY:
-

JOB DESCRIPTION:

Financial Services giant looks to expand its sales force as well as footprint in the market by appointing experienced Commercial / Agri Independent Contractors who will be strategically placed across the country.  These individuals will be given a small portfolio of business that they will be required to service from day one whilst growing that portfolio with quality business.  

Duties and Responsibilities:

  • Promotes sales in liaison with brokers and financial institution's leads and services
    brokers.
  • Receives requests for quotations from clients and provides a packaged solution
    based on client needs.
  • Actively promotes company products.
  • Profitable Growth in Insurance New Business Sales by promoting and selling Insurance
    Solutions.
  • Explaining and structuring customized insurance options.
  • Supporting customers in their completion of insurance application information
    requirements e.g. financial needs analysis and proposal forms.
  • Notifying customers regarding the insurance requirements on loan facilities such
    as vehicle finance, guarantees, property loans, agricultural production loans,
    marine, etc.
  • Exploring alternative solutions if required in terms of a client’s insurance
    portfolio risk analysis.
  • Continued adherence to disclosure and compliance in terms of the Financial
    Advisory and Intermediary Services Act (FAIS).
  • Quotation – Preparation and obtaining quotes from Insurers.
  • New Business – Ensure closing and capturing of New Business with Insurers/Ops.
  • Endorsements – Process Endorsement as required by the client.
  • Renewals – Obtains Terms from Insurers and present to the client.
  • Renewals – Manage the renewal process and conclude renewals prior to the
    renewal date.
  • Cancellations - Process Endorsement as required by the client.
  • Claims - Assists and follow up regarding outstanding claims.
  • Full and accurate broking submissions to insurers.
  • General Service Standards (100% acknowledgment of requests within 24 hours,
    100% delivery on commitments made).
  • Adherence to all compulsory training and forums, submission of documents and
    forms required.
  • Maintain a minimum of 95% accuracy score from the Quality Assurance audits
    and timeous adherence to the remedial actions required therefrom.

Required Experience:

  • A minimum of 5-10 years previous working experience in Short term insurance is
    preferable to gain practical exposure to banking principles and to establish credible
    relationships.
  • Must be fully FAIS Compliant
  • Regulatory Exam Certificate (RE5)
  • Registered FSP Representative (Category 1 and Sub-Category 1.2 and 1.6)
  • Fit and Proper as determined by FAIS legislation (Honesty, Integrity and Financial
    Solvency)

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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