Sales Consultant at Indwe Risk Services

Job Description

MINIMUM REQUIREMENTS

EDUCATION

•  Matric
•  Level 4 FETC Short-Term Insurance Qualification
•  Passed FAIS Regulatory Exam

EXPERIENCE

• Junior Sales Consultant

 Min 2 years’ experience within short-term personal lines insurance, including 1 year in a Sales Environment

• Sales Consultant

 Min 4 years’ experience within short term personal lines insurance , including 2 years in a Sales Environment

• Senior Sales Consultant

 Min 6 years’ experience within a short term personal lines insurance – including 3 years in a Sales Environment

JOB PURPOSE

To increase Indwe’s market share by selling appropriate risk solutions to new and existing clients within the Advisory Division.

KEY PERFORMANCE AREAS
 GROW PORTFOLIO

•  Develop and Implement Pro- Active sales plan according to agreed Targets
•  Meet agreed new business targets
•  Provide after sales service to ensure/ new business Vest
•  Identify and build relationship with Partners
•  Write quality new business aligned to sales / marketing plan
•  Negotiate with Insurers Re- Premium and Quotations
•  Do Up and cross -selling on existing and new business

 PERFORM ADMINISTRATION

•  Load policies, amendments and endorsements on the system promptly
•  Ensure 1st premium payment processes and debits are discussed and agreed with the clients
•  Ensure data integrity on all systems
•  General correspondence and e-mails to clients according to company standards
•  Responsible for Pro-Active underwriting
•  Responsible for Re-Active underwriting
•  Adhere to underwriting criteria-FAIS requirements and set company standards.