Business Consultant: Short-Term Insurance - Pretoria

 

Recruiter:

Telebest

Job Ref:

PEO000351/lht

Date posted:

Tuesday, May 25, 2021

Location:

Pretoria, South Africa

Salary:

Market Related


SUMMARY:
A well established company has an opportunity available for a Business Consultant - Short-Term Insurance, to be based in the Centurion area.

POSITION INFO:

Requirements:

  • Grade 12 National Certificate (NQF4) or an equivalent qualification
  • Regulatory Examination 5 (RE5)
  • FAIS compliant for Commercial and Personal Lines Insurance
  • Must meet Fit and Proper requirements
  • Valid South African Driver’s License and Own reliable vehicle
  • PC literate – intermediate knowledge of Word and Excel
  • Minimum 5 years’ experience Short-term Insurance: Personal and Commercial Lines dealing directly with clients
  • Minimum of 5 years’ sales experience in Short-term Insurance with proven record of success
  • Display an understanding and knowledge of the products and industry
  • Regulatory Examination 1 (RE1) will be advantageous
  • Short term insurance experience in the Medical field will be an advantage
  • Experience working as a Broker will be advantageous
  • Willing to travel (80%)

KPAs:

  • Source leads to meet agreed new business targets. Internal (group clients) & External (own sourced)
  • Develop new sales leads and to build a database of potential clients
  • Set up meetings with new leads
  • Negotiate best quotations as per client’s needs
  • Control administrative sales workflow
  • Negotiate with client regarding cancellation in attempt to get client to withdraw cancellation
  • Control administrative claim workflow
  • Complete weekly activity reports
  • Ensure FAIS compliance, industry standard and regulations are adhered to
  • Special projects

Please note should you not receive a response within 7 business days of applying, you may consider your application as being unsuccessful.

 

 



 

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