Short Term Insurance Advisor

Momentum Group Limited (Momentum Group) is a significant player in South Africa's life insurance and integrated financial services sectors. We are a proud Level 1 B-BBEE South African-based group dedicated to building and protecting our clients' financial dreams. Our client-facing retail and specialist brands, including renowned names such as Momentum, Metropolitan, Guardrisk, and Eris Properties, play a pivotal role in fulfilling this purpose.

Our federated model emphasises empowerment, accountability, and continuous engagement with all our stakeholders. Designed in close consultation with leaders across the group, this operating model aims to unleash each business unit's inherent energy and commercial drive through our collaborative federated approach. Visit us at

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 Momentum Insure.

• 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.
• A SIA is required 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 Momentum Insure 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.
• Prospecting and sales pipeline management.
• Strong relationship and networking skills.
• Strong understanding and experience of the short-term Insurance industry in South Africa.
• Strong verbal and written communication skills.
• Trustworthy and honest.
• Advice led sales.
• Attention to detail.
• Cold calling skills/ Outbound skill set.
• Negotiating skills.

• 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 fully recognised qualification as per the FSCA qualification list.
• FAIS Regulatory examination for Representatives (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 (personal and commercial lines) either as a broker agent or tied agent.
• 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.

The above-mentioned position is currently available at our office in East London.

All positions will be filled in accordance with our Employment Equity plan. We also encourage people with disabilities to apply.