Short Term Insurance Broker at Marvel Placement Consultant

Short Term Insurance Broker

• Our client, specialising in Financial Planning are currently recruiting for a Short-Term Insurance Broker that would be based in Bedfordview, Gauteng. The successful candidate should come with at least 2 years’ experience within a similar role.

Minimum Requirements

• Matric
• Essential: RE5 Certificate.
• Essential: Relevant NQF level 4 or 5 qualification with a minimum of 120 credits.
• Essential: Class of business certificates for both personal and commercial lines
• Vehicle and valid Driver’s License.
• 2 years working experience dealing with commercial and personal lines.
• Exhibit a genuine enthusiasm and passion for the insurance industry.

 Roles and Responsibilities

• Achieve a monthly minimum target of R3,500.00 in new business commissions, to be discussed in the interview.
• Identify client needs and offer insurance coverage tailored to their specific requirements.
• Obtain quotations from a range of insurance providers.
• Conduct face-to-face discussions with clients to review and discuss insurance quotations.
• Provide clients with accurate and comprehensive advice regarding their insurance needs.
• Maintain a robust pipeline of potential business opportunities to consistently achieve monthly targets.
• Cold calling and lead sourcing are not part of the broker's daily responsibilities. Leads are provided through inbound call centre agents and liaisons with the life, tax, and billing departments.