Short Term Advisor - Bellville

2020/04/17 12:45:02 PM
Job Title: Short Term Advisor
Location Bellville

Permanent
Purpose statement To grow the client base of the EFW advisor and lock the client in the value offering of EW
Reports to: Senior Advisor and General Manger FPC
Subordinates: None

Duties
New business
• Consultation with prospective clients to obtain information to provide quotes
• Provide Quotations and advice
• Sign up clients with relevant product providers
• Claims
• Annual reviews and changes on policies
• Personal and commercial lines
• Adhere to compliance rules
• Full utilization of different systems

Job Evaluation Criteria
Formal Education
Matric
Fluent in Afrikaans and English
RE 5 and Full CPD credits
At least 4 years’ experience in Short Term Personal Lines consulting
Previous experience in utilizing various quotation systems


Critical Competencies
Knowledge
Microsoft Office
Successfully complete Class of Business program
Must be able to work on various internet applications
Product knowledge of at least Old Mutual Insure and Santam

Skills and attributes
Analytical
Ability to work independently and as part of a team
Proactive
Diplomatic
Strong communication skills – both written and verbal
Ability to Prioritize
Logical thinker
Professional
Strong work ethic
Reliable
Ability to handle a pressurized, fast paced work environment
Strong sense of ethics

Only short-listed candidates will be contacted.

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