Short-Term Insurance Specialist | Middelburg

Overview Are you a highly driven, results-oriented Short-Term Insurance sales expert looking for an entrepreneurial and high-impact role? A leading financial services group, dedicated to helping individuals and businesses achieve their financial goals, is looking for a committed Short-Term Insurance Specialist to drive growth within its Short-Term Insurance division. This role demands a client-centric approach and a proven ability to consistently exceed sales targets for both personal and commercial lines.

Responsibilities

Pipeline Generation: Proactively source lead-generating opportunities to ensure a healthy, income-generating sales pipeline.

Target Achievement: Consistently meet or exceed the minimum requirement of 8.5 written policies per month and perform in line with business expectations on agreed key performance areas.

Expert Advice: Conduct comprehensive needs analyses with all prospective clients to discharge your advice responsibility, leveraging your proficiency in our product offerings.

Market Insight: Stay fully informed on competitor products and maintain continuous professional development (CPD) to ensure specialist, professional advice.

Compliance&Ethics: Ensure all activities are compliant with the regulations and standards of all Insurance regulations and FAIS codes of conduct.

Experience and Qualification

Competitive, Entrepreneurial, and Resilient individual with a track record of success in the short-term insurance space.

Minimum of 3 years’ experience in selling short-term insurance as a broker or tied agent.

Matric/Grade 12.

FAIS Regulatory Examination for Representatives (RE5), and all required regulatory exams/accreditation.

Must meet Fit and Proper requirements as prescribed by the FAIS codes of conduct.

Skills

Proven prospecting, Cold Calling, and retail sales skills.

Strong relationship and networking abilities.

Proficiency in MS Office (Excel, PowerPoint, MS Word).

If you possess strong verbal and written communication skills and thrive in a results-driven environment, this is your opportunity to leverage your expertise and grow within a top-tier financial group.

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