- Matric/Grade 12
- Full recognized qualification as per the FSCA qualification list
- FAIS Regulatory Examination for Representatives (RE5)
- 12 CPD (Continuous Professional Development) points
- Minimum of 3 years experience in selling short-term insurance
- All required regulatory exams and accreditation
- Must have own vehicle and license
- Source sufficient lead-generating opportunities to ensure targets are met.
- Contact clients to conduct a needs analysis and offer professional advice.
- Complete weekly reports reflecting leads, quotes, sales, source of the leads, average premium, total premium, and any other pertinent information.
- Keep up to date and fully informed on product comparisons with opposition products.
- Stay abreast of company's product changes and enhancements.
- Be compliant with all Insurance regulations, professional guidelines, and ethics.
- Maintain appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.
