Short-Term Insurance Advisers are committed, driven, results 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.
Requirements
- 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 if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
- Minimum of 3 years' experience in selling short term insurance 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 his own transport (reliable vehicle) and drivers license
- Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- A BDC 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.
