Short term insurance Business Development – SSSTIBD

Introduction:

This role is a highly client-facing position that involves regular on-the-road, face-to-face engagements with clients. The ideal candidate must be exceptionally client-centric, well-presented, and possess strong interpersonal and communication skills. A deep understanding of short-term insurance—across both personal and commercial lines—is essential. As the first point of contact for prospective clients, the broker must be confident, solutions-driven, and able to provide expert guidance tailored to each client’s unique insurance needs.

Minimum Qualifications and Requirements: 

• Matriculation certificate
• RE5 certification
• Relevant NQF level 4 or 5 qualification with a minimum of 120 credits.
• Class of business certificates for both personal and commercial lines.
• Proven experience in handling both personal and commercial lines.
• Own vehicle
• Valid driver’s license

Primary Responsibilities:

As a Short-Term Insurance Broker specialising in new business development, your key responsibilities will include:

• Achieving a monthly minimum target of R5 000.00 in new business commissions, typically requiring the successful placement of 10–12 policies per month.
• Conducting thorough due diligence to assess whether a client is categorized as low, medium, or high risk.
• Identifying client needs and recommending appropriate insurance solutions, including the completion of a formal needs analysis.
• Obtaining quotations from a wide range of insurers, including but not limited to Old Mutual, Santam, Discovery, PPS, Rodel, Echelon, Auto & General, Momentum, CIB, CCiRC and King Price.
• Meeting with clients face-to-face to present, review, and explain insurance quotations. Presenting a quote comparison to the client.
• Providing accurate, comprehensive, and compliant insurance advice, documented in a detailed Record of Advice (ROA).
• Ensuring full compliance with all regulatory requirements under the FAIS, FICA, and POPI Acts.
• Obtaining and verifying client documentation, including ID copies and proof of residence.
• Completing onboarding questionnaires for clients who have been approved for onboarding.
• Maintaining a strong and active pipeline of prospective clients to consistently achieve monthly targets.

Please note: Cold calling and lead sourcing are not required, as leads are supplied through inbound call-centre agents and through collaboration with the life, tax, and billing departments.

Desired Candidate Attributes:

We are seeking candidates who embody the following qualities:

• Target-oriented: Possess a strong drive to meet and exceed set targets.
• Passionate: Demonstrate genuine enthusiasm for the insurance industry.
• Driven: Show a determined commitment to success.
• Hard-working: Exhibit a strong work ethic and dedication to achieving results.
• Adaptability: Capable of thriving in a fast-paced environment.
• Resilience: Ability to perform effectively under pressure.
• Bilingual in both English and Afrikaans

A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.