Insurance Agent

Short-Term Insurance Adviser (SIA) Role Purpose

Short-Term Insurance Advisers are committed, driven, and results-oriented professionals who can work independently as well as in a team environment. They are responsible for writing business (personal and commercial lines) in accordance with targets laid down by our client.

• Source sufficient lead-generating opportunities to ensure a healthy, income-generating pipeline.
• Achieve a minimum requirement of 4 written policies per month.
• Maintain and update the Lead Generation Matrix on a weekly basis.
• Conduct comprehensive needs analyses with all prospective clients to fulfill advisory responsibilities.
• Perform in line with business expectations on agreed key performance areas.
• Stay informed on product comparisons with competitor offerings.
• Be proficient in our client’s products and remain up to date on product changes and enhancements.
• Ensure compliance with all activities in accordance with insurance regulations, professional guidelines, and ethics.
• Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.
• Adhere to required dress code and professional appearance standards.
• Meet the Fit and Proper requirements as prescribed by the FAIS codes of conduct.

• Prospecting and sales pipeline management
• Strong relationship-building and networking skills
• Solid understanding and experience in the short-term insurance industry in South Africa
• Strong verbal and written communication skills
• Trustworthy and honest
• Advice-led sales approach
• Attention to detail
• Competitive and results-driven mindset
• Client-focused / client-centric orientation
  
  Entrepreneurial spirit
• Inquisitive nature
• Cold calling and outbound sales skills
• Adaptability to change
• Resilience
• Retail sales skills
• Risk awareness
• Negotiation skills
• Commitment to self-development

• Matric / Grade 12
• FAIS Credits (minimum 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 fully recognised qualification as per the FSCA qualification list
• FAIS Regulatory Examination for Representatives (RE5)
• 12 CPD 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
• All required regulatory exams and accreditation completed
• Computer literacy, including Calendar management, Excel, PowerPoint, and MS Word
• Active social media presence and ability to use social media as a networking tool
• Reliable transport (own vehicle) and a valid driver’s license

Salary depending on experience.