Broker (Long-Term Insurance)-Pretoria at TWK Agri

Job Description

• TWK Agri has the following vacancy available: Broker (Long-Term Insurance) within the Insurance department at Pretoria, Gauteng.

Job Summary

• We are looking to recruit a Long-Term Insurance Broker who is dedicated and specialised in selling long-term insurance (risk and investment). The broker will be responsible for understanding client needs, providing expert advise, and finding the right insurance solutions to fulfil the needs of the client. 
• The role requires building and maintaining client relationships, staying informed about industry trends, and ensuring compliance with all regulatory requirements

Responsibilities and Duties

• Identify client financial goals and risk tolerance to advise suitable products
• Individual risk assessment – relation to suitability of products for the client
• Promote business to increase customer base and grow revenue
• Develop new business and maintain existing client base
• Stay up-to-date with industry trends, regulatory requirements and insurance products
• Ensure all transactions comply with regulatory and company standards
• Maintain accurate records of client interactions and policy details

Qualifications and Skills

• Relevant qualification
• 2+ years industry experience
• RE Qualification and industry certificates
• Strong understanding of the long-term insurance industry
• Experience working with a variety of insurance companies
• Own vehicle
• Valid driver’s license (Code 08)