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Insurance Risk Consultant â?? Short Term and Life

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Requirements:Bachelors degree in Commerce, Finance, Investments, or related field.FAIS-recognised qualification.CFP designation preferred.RE5 certification is essential.DOFA CertificationValid drivers license and own vehicle.Willing and able to travel for client meetings.Must be fully authorised as a representative (not under supervision) for FSCA sub-categories:Long-Term Insurance: B1, B1-A, B2, B2-A, and C.Experience in these categories must not have lapsed.Proven evidence of class of business and product-specific training.Up-to-date Continuous Professional Development (CPD) hours.Minimum 5 years experience in a similar role (Broker Consultant / Life Insurance Agent, etc.).XPlan experience advantageous; fully computer literate.Must meet FAIS honesty, integrity, and good standing requirements.Must not have been declared insolvent or provisionally insolvent.Excellent written and verbal communication skills.Strong negotiation and persuasion abilities.Client-focused, proactive, and a self-starter.Ability to balance strategic thinking with operational delivery.Key Responsibilities:Identify and analyse Life and Short-Term Insurance (STI) opportunities within financial planning partners client bases.Prepare and present comprehensive advice documents including proposals, comparisons, and quotations.Provide specialist advice in Life Insurance (e.g., Death, Disability, and Critical Illness cover).Manage client onboarding and underwriting requirements.Conduct regular reviews of clients cover based on changes in their circumstances or internal procedures.Generate and refer STI leads to the STI tele-advisor:Obtain client consent.Book and coordinate appointments.Forward necessary documents (e.g., existing STI schedules).Follow up on appointment outcomes.Build and maintain strong relationships with clients and financial planning partners.Participate in initiatives to engage, educate, and better meet the needs of clients.Travel to reach clientele.Track and report on the effectiveness of partner and client initiatives.Uphold Treating Customers Fairly (TCF) principles.Ensure compliance with all industry and group regulatory requirements.If you do not hear from us within two weeks of applying, you may assume that your application was unsuccessful. https://www.executiveplacements.com/Jobs/I/Insurance-Risk-Consultant--Short-Term-and-Life-1189327-Job-Search-05-27-2025-10-38-20-AM.asp?sid=gumtree

Executive Placements

Greyville

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Exciting Opportunity for an Insurance Sales Team Leader (Short-Term Insurance) Join one of our esteemed clients, a leading player in the financial sector, as they seek top-notch Sales Team Leader specializing in Short-Term Insurance. Your role will revolve around providing exceptional support to sales agent, in order for them to service existing clients by offering them tailored short-term insurance solutions. Key Responsibilities: Preparing annual, quarterly and monthly update accounts on current opponents or business possibilities.Working together with colleagues from other departments to improve efficiency and overall service delivery.Giving prompt reports on crucial issues to direct senior officer, suggest answers where obtainable.Supervising essential key account possibilities.Making propositions, giving suggestions and designating sales target and job obligations to each sales staff.Appraisal performance of staff, giving suggestions, rewarding or awarding punishment and offering proposals on dismissal of personnel where applicable.Recommending hiring additional staff and ensuring required resources are available to accomplishing target objectives and goals.Solicit for other job duties needing attention to enhance service and improve customers’ contentment to a reasonable extent.Taking part in interviews of candidates while supporting decision making to hire successful applicants.Offering inspiration and training of internal sales personnel on how to attain business sales objective.Assisting the team managers to intensify sales via training on sales methods.Generating action plans to enhance performance and productive capacity of underperforming personnel. Qualification/s Required: Matric (Grade 12)Regulatory Examination 5 (RE 5) or in progress with DOFAFAIS Credits or in progress with DOFAClass of Business (advantageous) Experience Required: 3-5 years of Team Leader/Management sales experience.Strong knowledge and understanding of the insurance sector/industry.2 years of short-term insurance experience. Location: Auckland Park Remuneration: R 436051 p/a CTC depending on your qualification If you are a dynamic professional looking to excel in the insurance industry and possess the required qualifications and experience, we invite you to join our clients team. Take the next step in your career by applying today. Note: DOFA refers to the date of first appointment, and FAIS stands for the Financial Advisory and Intermediary Services Act. These terms are relevant within the context of regulatory requirements for financial profes...Additional Info:3 to 5 yearsSalary: RNegotiableJob Reference #: 501416783

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