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Job Summary
My client in the Short Term Insurance is looking for a Broker
Minimum requirements for successful candidates:
- Matric
- Full qualification (NQF4) Short-term insurance - Commercial and Personal lines.
- Successfully completed the class business exam
- Successfully completed the RE5 exam
- Currently registered with the Financial Sector Conduct Authority as a full representative
- 2+ years, of experience as a representative rendering Financial Advice and Intermediary services
- Must be computer literate on a basic intermediary level on Microsoft software
- Must have excellent negotiation and presentation skills and possesses the ability to close deals
- Must have high initiative and entrepreneurial skills and must be able to work independently
- Own transport and a cell phone are mandatory
- AFRIKAANS & ENGLISH First Language ESS
Responsibilities will be, but are not limited to:
- Prospection and closing of new business
- Maintaining existing business
- To have a holistic approach to financial advice
- Establishing and defining a professional relationship with clientele
- Analysing and evaluating current insurance policies and cover information
- Developing and presenting recommendations and/or alternatives to clientele
- The implementation of recommendations
- The monitoring and maintaining of clients' short-term insurance portfolios
The remuneration and value proposition are to be compiled in collaboration with each successful individual advisor.
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