Business Insurance Consultant | Midrand

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.