Short - Term Insurance Broker Consultant – Port Elizabeth

Role Purpose The purpose of this role is to build a sustainable Short-Term Insurance business unit that provides Short-Term Insurance solutions to Financial Advisers through training & technical sales support.

Minimum Requirements

• Matric/Grade 12 (minimum)
• Relevant marketing and/sales degree, diploma or equivalent (beneficial)
• FAIS Credits (min 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 full recognized qualification as per FSCA qualification list (beneficial)
• Knowledge of the current regulatory environment (FAIS, FICA, POPIA)
• In depth specialist knowledge of short-term insurance products (personal and commercial lines)
• Minimum of 4 years short term insurance Experience (Independent financial Advisory)
• Face to face engagement with Financial Advisers
• Applicant must hold a valid driver's license and own transport
• Technical Skills and Competence
• Relationship building
• Negotiation skills
• Influencing capabilities
• Results Focused
• Tenacity
• Presentation skills
• Risk awareness
• Cross selling
• Build the Intermediary Financial Advisers (IFAs) practice
• Drive business growth by supporting and managing relationships with Financial Advisers to meet sales targets and production for the month
• Ensure a fair market share for Momentum Insure is achieved
• Provide regular data/analysis on the IFAs participation in comparison to the market
• The Short-Term Insurance Broker Consultant is required to meet with Financial Advisers face to face; therefore, extensive travel will be required.
• Identifying and sourcing new Financial Advisers and Specialist Financial Advisers
• Train and support Financial Advisers with regards to Momentum Insure and its offering
• Identifying opportunities for the Financial Advisers to pursue
• Competencies Technical Skills and Competence
• Duties & Responsibilities Build the Intermediary Financial Advisers (IFAs) practice
• Responsibilities Build the Intermediary Financial Advisers (IFAs) practice
• (Independent financial Advisory)

Responsibilities

• Build the Intermediary Financial Advisers (IFAs) practice
• Drive business growth by supporting and managing relationships with Financial Advisers to meet sales targets and production for the month
• Ensure a fair market share for Momentum Insure is achieved
• Provide regular data/analysis on the IFAs participation in comparison to the market
• The Short-Term Insurance Broker Consultant is required to meet with Financial Advisers face to face; therefore, extensive travel will be required.
• Identifying and sourcing new Financial Advisers and Specialist Financial Advisers
• Train and support Financial Advisers with regards to Momentum Insure and its offering
• Identifying opportunities for the Financial Advisers to pursue
• Responsibilities Build the Intermediary Financial Advisers (IFAs) practice