Where

Broker - Ad posted by CFS Recruitment

CFS Recruitment
Pretoria Full-day 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.

02 Aug 2022;   from: gumtree.co.za

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