We are looking to appoint a Financial Advisor specialising in Short-Term Insurance Personal Lines. The person must be committed, driven and results oriented. The Advisers must be able to work on their own as well as in a team environment writing business in accordance with targets set.
Minimum 5 years’ experience in Sales (Face to face) in short-term insurance industry.
Existing Book of short-term insurance clients (Minimum 300).
Excellent sales track record.
Good product knowledge of competitive insures in the industry.
Be professional at all times with prospects, clients, staff and all other stakeholders.
Experience in engagement with key business and external partners across all levels.
Presentation skills, both one-on-one and to groups.
Ability to present professionally to Executives and Corporate Accounts.
Key Tasks and Responsibilities
Interact in professional manner with all clients (internal and external) in respect of new applications and amendments.
Build and maintain a client book.
Answers client enquiries and questions regarding short-term insurance products, services and option changes.
Responds to the regular and routine client inquiries regarding short-term insurance claims, products and service.
Screen phone calls, enquiries and requests.
Client Management (Book Management).
Assistance in administrative related support services.
Prepare and lodge quotations, claims, proposals and renewals
Gathering information, following up, preparing of summaries, meeting minutes and financial analysis.
Diary management including scheduling appointments and following up on diary requests to ensure appropriate and constructive allocation of time.
Liaise with internal and external stakeholders.
General Administration support & functions.
Manage the Corporate process which includes group presentations to corporate staff, one on one consultants, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building.
Obtain effective turnaround time.
Conduct a proper needs analysis and offer professional advice.
Ensure that you are up to date with all product changes.
Be compliant in all activities in accordance with regulations and standards of all insurance regulations and professional guidelines and ethics.
Meet continuous professional development objectives as required by the industry.
Behavioural Competencies (Interpersonal and Intrapersonal)
Professional corporate appearance
Persuading & Influencing
Relating & Networking
Working with People
Planning & Organising (Time management)
Coping with Pressure & Setbacks
Adapting & Responding to change
High stress tolerance: Able to work quickly and thrive in a high-pressure environment
Strong administrative skills
Computer literate, Office 365 (Outlook, Excel, Word, MS Teams & PowerPoint)
Strong co-ordination, organisational and planning skills
Excellent interpersonal, communication and networking skills
Results orientated, pro-active and deadline driven
Strong quality and client service orientation
Sound analytical skills
High initiative/self-starter/proactive and anticipate requirements
Professionalism, excellent judgment, use of discretion, prioritization and problem-solving abilities