Broker - Ad posted by CFS Recruitment

1 year ago2678 views
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General Details
Advertised By:Agency
Company Name:CFS Recruitment
Job Type:Full-Time
Description

My client in the Short Term Insurance is looking for a Broker

Minimum requirements for successful candidates:

  • Matric
  • Full qualification (NQF4) Short-term insurance - Commercial and Personal lines.
  • Successfully completed the class business exam
  • Successfully completed the RE5 exam
  • Currently registered with the Financial Sector Conduct Authority as a full representative
  • 2+ years, of experience as a representative rendering Financial Advice and Intermediary services
  • Must be computer literate on a basic intermediary level on Microsoft software
  • Must have excellent negotiation and presentation skills and possesses the ability to close deals
  • Must have high initiative and entrepreneurial skills and must be able to work independently
  • Own transport and a cell phone are mandatory
  • AFRIKAANS & ENGLISH First Language ESS

Responsibilities will be, but are not limited to:

  • Prospection and closing of new business
  • Maintaining existing business
  • To have a holistic approach to financial advice
  • Establishing and defining a professional relationship with clientele
  • Analysing and evaluating current insurance policies and cover information
  • Developing and presenting recommendations and/or alternatives to clientele
  • The implementation of recommendations
  • The monitoring and maintaining of clients' short-term insurance portfolios

The remuneration and value proposition are to be compiled in collaboration with each successful individual advisor.


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CFS Recruitment
Selling for 2+ years
Total Ads35
Active Ads35
Professional Seller
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