Minimum Requirements
Candidates must comply with Fit & Proper requirements as stipulated in FAIS Act:
- Honesty, Integrity and Good standing
Competence:
- Experience (3+ Years in industry)
- NQF4 qualifications and credits
- Class of Business completed for STI Personal and Commercial lines
- Operational Ability
- CPD hours/points completed for last cycle (2022/2023)
Additional Factors to Your Advantage:
- NQF5 passed for STI
- Experience on SANTAM online system
- Product specific training completed with main players in insurance industry: Santam, Old Mutual, Momentum (Previously Alexander Forbes), Bryte etc.
Main Characteristics / Strong Points for Candidates:
- Good verbal- and written communication skills at all levels
- Computer literate in Microsoft Office and internet
- Self-discipline and time management
- Punctuality
- Make and receive calls to clients
- Do and follow through amendments to client policies
- Evaluate cover to avoid under insurance
- Advise on claims under what section covered on policies
- Involvement with claims intermediary service (Client satisfied)
- Evaluate rates on line-items and negotiate premiums
- Completeness and accuracy of Record-of-Advice
- Fit & Proper-, FAIS, FICA and Code of Conduct compliant
- Grow portfolio by up- and cross selling
- Build relationships (Trust) with clients
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