SALES EXECUTIVE | KUILS RIVER

The business product offering has grown significantly over the years which have led to the development of the field distribution channel. To facilitate this model the positions of Short-Term Advisors have emerged. The incumbent of this newly created position will be responsible for growing and developing the new business insurance portfolio.

The key outputs for this role are as follows:
New Business sales
Client service and management
High level performance

Qualification and Experience

Completed Matric or National Senior Certificate
60 FAIS credits/Full Insurance Qualifications (depending on Dofa)
For applicants that have been working in a financial services industry prior to December 2010, preference will be given to applicants with their Financial Services Board Regulatory Exams (RE1) completed. Applicants without prior financial services sales experience will not be prejudiced by this requirement.
If you worked in the financial services industry prior to December 2011, selling and providing financial advice to clients. You would need to have completed the 30 FAIS credits necessary for personal lines or 60 FAIS credits for commercial insurance
Must have your own reliable transport
Valid code B driver’s license
2 years insurance external sales experience
Responsibilities:
Build your own insurance portfolio by:
Managing and updating client portfolios
Being able to prospect for new clients through networking, Cold calling and door – door canvasing for new business
Effective communication with both internal stakeholders and clients.
Conduct a comprehensive risk evaluation for the client.
Providing solutions to clients by selling short term products aligned to the needs of the client.
Drafting, tracking and measurement of your personal business plan.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Retention of existing business including renewal discussion in line with FAIS
Developing internal/external relationships with clients.
Continuous building of your client base hence securing future income.
Keeping abreast with the commercial and short term insurance market changes and developments.
Achieving/Exceeding targets consistently
Providing feedback to line management when requested.
Attending all weekly and adhoc team meetings.
Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying.
Adhering to all quality standards and measures in place.

How to Apply: Reference job title, attach CV, matric, other qualifications and ID and send to