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Pretoria: Short-term Sales/Underwriter posted by Numeral Financial Services Group

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Job Description

Position: Short-term Sales & Underwriter

Location: Lynwood, Pretoria

Do you have an unwavering attention to detail and an eye for spotting errors? Are you well versed when it comes to overseeing and monitoring compliance within the team? Are you fantastic at motivating and coaching where required? Do you love working with people and providing excellent service? Raise your hand because

WERE HIRING!

Its our mission to unleash the potential in our team, and we know that teams perform best when they are diverse and each individual feels that they belong. Thats why we want you to join us in the capacity of Short-term Sales & Underwriter. This role plays an integral part in our team, as you will be the custodian of Personal and Commercial policies, ensuring they are compliant according to regulations. Further you will also be responsible to ensure business growth and excellent client services is provided at all times.

So, who are we and why would you want to join us?

We are a young, energetic, and passionate group of companies working in different industries, all focused on becoming market leader in our fields. Our fast-paced environment will positively challenge you and keep you engaged as you navigate through changing priorities and varying demands. We work smart, we work hard, but we have fun doing it!

What can we offer you? Some of our benefits include:

  • Modern fit-for-purpose people practices.
  • Working in a state-of-the-art tech building that includes access to on-site gym to help you grow your fitness as much as you do your brain.
  • Two on-site restaurants that will have you inhaling aromas of mouth-watering lunchtime dishes, and freshly brewed coffee. At Fintech campus thats just a part of the rhythm of the day.

Great, so who is a good fit?

A specialist with a high attention to detail and who has the ability to ensure FAIS and FICA legislation is met when it comes to both Personal and Commercial policies. Someone who fully understands the Financial services industry, as well as the processes within an FSP environment. The ideal candidate will also have excellent verbal and written communications skills and the ability to provide feedback and coaching where needed. Someone who has a hunger for sales and will be able to bring in new business, to ensure growth targets are achieved.

So, what will such a fantastic individuals duties and responsibilities include?

  • Meet and exceed targets as determined by the Company. These targets will be reviewed on an ongoing basis;
  • Source, coach and develop sales and marketing team (STI Brokers), as well as develop cohesiveness within the team;
  • Provide sales support by means of liaising with the operations department to ensure integrations between sales and sales administration support;
  • Develop and implement product and marketing strategies in alignment with the industry;
  • Liaise with relevant networks and service providers to ensure that all financial aspects regarding the various accounts are administered correctly;
  • Responsible for building and maintaining a professional relationship with various service providers and clients;
  • Responsible for risk management in terms of bad debt recovery and monitor market trends so as to ensure minimization of bad debt;
  • Focus and responsible for all aspects of sales pertaining to various markets;
  • Reach sales targets and ensure business growth;
  • Develop and manage broker and channel distribution network;
  • Submit weekly, monthly, quarterly and annual sales reports to management and the Board of Directors;
  • Work closely with group finance and pivot to manage and oversee financial and business planning activities, such as development of budgets and forecasting, preparing of management and monitoring reports, collection and communication of relevant business metrics;
  • Underwriting Personal and Commercial policies;
  • Ensuring that all clients are correctly covered and are happy with the services rendered and the cover that they have received;
  • Communicating with clients on a regular basis;
  • Liaising with all Insurance Companies;
  • Marketing Services;
  • Set strategic goals and design business models in order to meet the set Company milestone.
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Are there any specific skills and attributes required?

  • Ability to work within a team based environment;
  • Professional and presentable;
  • Ability to efficiently manage team and their outputs;
  • Ability to work in a highly stressed induced environment;
  • Ability to build and maintain strong work relationships;
  • Planning and prioritization skills;
  • Results driven and the ability to apply excellent time-management;
  • Excellent verbal and written communication skills;
  • Both creative and innovative with the ability to think outside of the box;
  • The ability to apply both problem solving and strategic

Take a look at the what the requirements for this amazing job are and if you meet them apply, apply, apply:

  • Computer literate with knowledge in Excel, Word and MS Suite;
  • Completed Senior Certificate (Matric);
  • 3-6 years experience as a short-term insurance underwriter;
  • 3-6 years experience in selling short-term insurance products;
  • Experience with coaching a team;
  • Full insurance qualification;
  • RE5 certificate, non-negotiable;
  • RE1 certificate, preferred;
  • Fit and proper, relating to financial services legislation;
  • Ability to communicate appropriately and effectively in spoken and written English and Afrikaans;
  • Be able to work overtime when required.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Insurance Jobs in Gauteng

The Other Insurance (OI) industry is a significant sector in Gauteng, South Africa, offering a range of career opportunities for professionals with the right skills and experience. Typically, OI roles are in demand across various industries, including financial services, technology, and manufacturing, as companies seek to manage and mitigate risks associated with their operations.

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Generally, OI specialists in Gauteng can expect salaries that vary widely depending on factors such as level of experience, company size, and industry sector. While broad salary ranges cannot be provided due to the variable nature of these factors, it is common for experienced OI professionals to earn between R600 000 and R1 200 000 per annum, while entry-level roles may start at around R300 000 to R500 000 per annum. However, salaries can fluctuate depending on individual circumstances.

Common skills required for OI roles in Gauteng include expertise in financial management, risk analysis, data interpretation, communication, and project management. Other essential skills often include proficiency in insurance software, analytical thinking, problem-solving, and the ability to work under pressure. Many OI professionals also hold relevant certifications or degrees in fields such as actuarial science, business administration, or economics.

The financial services sector is a significant employer of OI professionals in Gauteng, with other industries such as technology and manufacturing also commonly hiring for these roles. Other sectors that may employ OI specialists include healthcare, construction, and logistics. In terms of career development, many OI professionals in Gauteng progress to senior roles within their current organisations or move into related fields such as risk management, auditing, or claims handling.

For those seeking a career in OI, it is essential to develop a broad range of skills and experience, often through formal education and training. Many OI professionals in Gauteng have pursued certifications such as the Fellow of the Institute of Actuaries (FIA) or the Chartered Insurance Practitioner (CIP). Building strong relationships with clients, colleagues, and stakeholders is also crucial for success in this field.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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