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  • Posted: Jul 23, 2021
    Deadline: Not specified
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    Aluma Capital is a diversified Asset and Fund manager and an Authorised Financial Services Provider. Aluma delivers consistent above average returns and exceptional service though an array of bespoke financial products, services and solutions. This investment house provides the best standard of care for their clients through their experience in research, their theoretic knowledge and practical experience with bespoke options for their clients.
    Read more about this company

     

    Short Term Insurance Broker

    About the job
    Responsibilities:

    •  Canvas new sales (Preparing quotations for new and existing clients)
    •  Provide upskilling, product knowledge and procedures to clients
    •  Attend to required administration and queries
    •  Achieve set monthly sales targets
    •  Submit required monthly / weekly reporting feedback
    •  Identify new business opportunities
    •  Attend after hours functions as and when required
    • · Building and maintaining good working relationships with clients and internal stakeholders
    • · Recording details and information on the relevant systems
    • · Renewals
    • · Business Development (Minimum of R20k – R30k per month new business)


    Requirements:

    • · NQF Level 5 or higher – (Short-term insurance related )
    • · Regulatory Examination (Representatives) RE5 successfully completed
    • · Minimum 1 years’ short-term insurance experience
    • · Good verbal and written communication skills (fully bilingual in English and Afrikaans)
    • · Good administration skills
    • · Planning and organizing skills
    • · Time management skills
    • · Highly client-focused with good interpersonal skills
    •  Own vehicle
    •  Own laptop
    •  Target driven
    •  Tenacious and self- motivated


     Remuneration Package:

    • · Bridging package between R15k and R25k pm for the first three to a maximum of six month’s (depending on goal achieved) + Recurring Commission (attractive comm to be discussed in interview)
    •  · No desk fees or any other hidden fees.
    •  · We supply you with the full administration function and claims so that the candidate can focus on new business development.
    • Candidates interested must forward their CV, and supporting documentation to [email protected]
    • Should you not be contacted for an interview within 4 weeks, please accept that your application is unsuccessful

    Method of Application

    Interested and qualified? Go to Aluma Capital ZA on www.linkedin.com to apply

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