Short-Term Insurance Advisers –Cape Town

Our Short-Term Insurance client is currently looking for driven and experienced Short-Term Insurance Advisers – Personal and Commercial Lines to join their team based in Cape Town The successful candidates will be responsible for generating their own leads, building a strong sales pipeline and providing professional, advice-led insurance solutions to personal and commercial clients. Salary: Package to be confirmed. Essential Requirements: * Matric / Grade 12. * Minimum of three years’ experience selling short-term insurance as a broker agent or tied agent. * Sales experience in both personal and commercial lines. * FAIS credits: Minimum of 30 credits in short-term insurance if the Date of First Appointment is before 2010; alternatively, a fully recognised qualification on the FSCA qualification list if appointed on or after 1 January 2010. * FAIS Regulatory Examination for Representatives (RE5). * Required CPD points: 12 if registered for one line of business, or 18 if registered for both personal and commercial lines. * All required regulatory examinations and accreditation. * Compliance with applicable FAIS fit-and-proper requirements. * Own reliable vehicle and a valid driver’s licence. * Computer literacy, including calendar management, Microsoft Excel, PowerPoint and Word. * Social media presence and the ability to use social media for networking and lead generation. * Ability to generate own leads and develop new business. * Ability to work independently and within a team. Key Competencies: * Prospecting, cold calling and outbound sales. * Sales pipeline management. * Strong relationship-building and networking skills. * Strong understanding of the South African short-term insurance industry. * Advice-led selling and risk awareness. * Strong verbal and written communication. * Negotiation skills. * Client-focused approach. * Honesty, trustworthiness and attention to detail. * Entrepreneurial mindset and competitive drive. * Resilience, adaptability and a results-driven approach. * Commitment to continuous learning and self-development. Key Performance Areas: * Generate sufficient leads to maintain a healthy, income-generating sales pipeline. * Achieve a minimum of four written policies per month and agreed performance targets. * Maintain and update the Lead Generation Matrix weekly. * Conduct comprehensive needs analyses with prospective clients. * Provide suitable personal and commercial short-term insurance advice. * Build strong relationships with prospective clients and referral networks. * Maintain up-to-date knowledge of Momentum Insure products, changes and enhancements. * Keep informed of competitor products and product comparisons. * Ensure all activities comply with applicable insurance regulations, professional standards and ethical requirements. * Maintain and develop the knowledge and skills needed to provide specialist advice. * Maintain a professional appearance and adhere to the required dress code. * Meet the applicable FAIS fit-and-proper requirements. *Please take note: if you have not been contacted within 14 days, please consider your application unsuccessful.* Talent Candey Recruiter