Short Term Consultant at ABC Worldwide

Role Purpose

• Short-Term Insurance Advisers are committed, driven, and result-oriented professionals who can work independently as well as within a team environment. The role focuses on writing new business (personal and commercial lines) in accordance with the targets and performance expectations set by our client.

Responsibilities and Work Outputs

• Source sufficient lead-generating opportunities to ensure a healthy, income-generating pipeline.
• Achieve a minimum requirement of 4 written policies per month.
• Maintain and update your Lead Generation Matrix on a weekly basis.
• Conduct a comprehensive needs analysis with all prospective clients to ensure advice responsibilities are fulfilled.
• Perform in line with business expectations across agreed key performance areas.
• Stay up to date and fully informed on product comparisons within the market.
• Be proficient in the products offered by our client and remain informed about product updates and enhancements.
• Ensure full compliance with regulations, insurance standards, and professional guidelines and ethics.
• Maintain and develop the appropriate skills and knowledge required to provide specialist, professional advice across relevant business areas.
• Maintain the required dress code and professional appearance.
• Meet the Fit and Proper requirements as prescribed by the FAIS Codes of Conduct.

Competencies Required

• Prospecting and sales pipeline management
• Strong relationship-building and networking skills
• Strong understanding and experience within the short-term insurance industry in South Africa
• Strong verbal and written communication skills
• Trustworthy and honest
• Advice-led sales approach
• Attention to detail
• Competitive and results-driven mindset
• Client-focused / client-centric approach
• Entrepreneurial thinking
• Inquisitive nature
• Cold calling and outbound sales skills
• Adaptability to change
• Resilience
• Retail sales ability
• Risk awareness
• Negotiation skills
• Commitment to self-development

Experience and Qualifications

• Matric / Grade 12
• FAIS Credits (minimum 30 credits in short-term insurance if date of first appointment is before 2010); OR if date of first appointment is on or after 01/01/2010, a fully recognised qualification as per the FSCA qualification list
• FAIS Regulatory Examination for Representatives (RE5)
• 12 CPD (Continuous Professional Development) points if registered for 1 line of business, or 18 CPD points if registered for both commercial and personal lines
• Minimum of 2–3 years’ experience selling short-term insurance (commercial and personal lines) as a broker agent or tied agent
• All required regulatory exams and accreditation
• Computer skills including Calendar management, Excel, PowerPoint, and MS Word
• Active social media presence with the ability to use social media as a networking and prospecting tool
• Own reliable transport and a valid driver’s license