Short Term Sales Consultant

A dynamic Financial Planning and Wealth Management Company is currently looking for a Short Term Sales Consultant to:

Salary: R15 000 – R20 000

Key performance areas
• Call leads brought in by Brokers and do quotes
• Call existing clients on database cross sell to offer short term insurance cover
• Review policies at renewal stage
• In-house Servicing and amendments
• Load Tasks and ensure continuously updated
• Capturing quote info & utilising the various quote platforms available
• Presenting and following up on quotations issued
• Capturing new bus on the system and new bus/pipe spread sheet
• Sending thank you ,disclosure and pol schedules
• Prospecting -Tele sales calling for new business
• Ensure Disclosure letters and Fais requirements are complete
• Account queries ,arrear premiums, cancellations and double deductions, retentions
• Following up on requirements , processing claims

Education, training, Experience, Registration
• Matric
• Regulatory: re1 & re5 preferable
• 120 insurance related credits preferable

Please put on the covering page why you are suitable for this position, clearly marking what position you are applying for.