Description:
Primary Responsibilities:
As a Short-Term Insurance Broker specializing in new business development, your key responsibilities will include:
• Achieving a monthly minimum target of R3,500.00 in new business commissions. This target typically entails securing approximately 10 policies per month, with each policy yielding a commission of R350.00.
• Identifying client needs and offering insurance coverage tailored to their specific requirements.
• Obtaining quotations from a range of insurance providers, including but not limited to Old Mutual, Santam, Discovery, PPS, Rodel, Echelon, Auto & General, Momentum, CIB, CCIRC, King Price, IUM and Rodel.
• Conducting face-to-face discussions with clients to review and discuss insurance quotations.
• Providing clients with accurate and comprehensive advice regarding their insurance needs.
• Maintaining a robust pipeline of potential business opportunities to consistently achieve monthly targets.
• Note that cold calling and lead sourcing are not part of the broker's daily responsibilities; leads are provided through inbound call center agents and liaisons with the life, tax, and billing departments.
Requirements:
Minimum Qualifications and Requirements:
• Matriculation certificate.
• RE5 certification.
• Relevant NQF level 4 or 5 qualification with a minimum of 120 credits.
• Class of business certificates for both personal and commercial lines.
• Proven experience in handling both personal and commercial lines.
• Own vehicle.
• Valid driver’s license.