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Eastern Cape: Commercial Insurance Face-to-Face Specialist (George) posted by Datafin

Eastern Cape: Commercial Insurance Face-to-Face Specialist (George) posted by Datafin

Posted on 2025-05-01 00:00:00

Employer Datafin
Category Other IT/Computer
Location Eastern Cape  / Eastern Cape

Job Summary

Commercial Insurance Face-to-Face Specialist (George)Other
Eastern Cape – South Africa

ENVIRONMENT:
Are you a motivated individual with a passion for building relationships and expanding your client base? If you’re an experienced Commercial Insurance Specialist who excels in face-to-face sales, this is the perfect opportunity for you! Our client is seeking driven professionals based in George, Western Cape, who are eager to shape their future with a rapidly growing company. Required qualifications include FAIS credits or full insurance qualifications, completion of Financial Services Regulatory Exams (RE5 certificate), and a Matric certificate.
DUTIES:
  • As a Commercial Insurance Face-to-Face Specialist, your mission is to build and grow your own insurance commercial client base while helping business owners find the right cover by:
    • Prospecting for new clients via face-to-face appointments in the Garden Route area
    • Conduct in-depth business insurance needs analyses per client
    • Offering clients the right company business insurance solutions
    • Managing the premium targets as set by management
    • Keeping your sales pipeline full through continuous prospecting
    • Maintain and grow your book by building lasting client relationships that expand your portfolio
    • Invest in constant self-development to stay ahead of the game
    • Keep your delegated report up-to-date and accurate
REQUIREMENTS:
  • Fluent in English.
  • FAIS credits or full insurance qualifications
  • Financial Services Regulatory Exams (RE5 certificate) completed
  • Matric certificate
  • Minimum of 3 years experience as a commercial insurance face-to-face sales specialist
  • Valid driver’s licence and own transport
  • Computer literacy, good knowledge of MS Office
  • Must be able to demonstrate a track record of sales success
ATTRIBUTES:
  • Task-orientated, results focus and accountable
  • Self-starter with a focus on prioritising and executing
  • Good presentation skills
  • Structured and organised, ability to work independently
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