Our client is seeking an individual with face-to-face or intermediary sales experience who is eager for a new opportunity. The role involves growing and developing a Business Insurance portfolio by acquiring new clients through face-to-face distribution channels. The successful candidate will be accountable for sourcing and servicing their own portfolio and will earn ongoing commission based on their hard work.
Qualification:
- Matric or National Senior Certificate.
- Insurance qualification or credits based on date of first appointment to commercial lines insurance.
- Where applicable, Class of Business or Continuous Professional Development (CPD) training.
- FAIS Regulatory Examination for Representatives (RE5).
- Must have your own reliable transport.
- Valid code B driver’s license.
Experience:
- 2 years face-to-face or intermediary experience in selling short-term insurance.
- Experience working with a Record of Advice.
- Business-to-Business sales experience.
Deliverables:
- Building your own insurance portfolio.
- Prospecting for new clients through networking, cold calling, and door-to-door canvassing.
- Conducting a comprehensive needs analysis for prospective clients.
- Providing ongoing servicing and support to your individual client base (amendments, renewals, claim registration, etc.).
- Continuously building your client base to secure future income.
- Achieve/Exceed targets consistently.
- Provide feedback to line management when requested.
- Attend all weekly and ad hoc team meetings.
- Adhere to all quality standards and measures in place.
Competencies:
- Actively source and grow your portfolio of clients.
- Write a minimum of R13,500 new business premium per month.
- Provide world-class service to your portfolio of clients, ensuring a low lapse rate.
- Screen new business to ensure that your portfolio does not pose a threat to the company’s risk pool.
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