Short-Term Insurance Adviser MMH

Momentum Centurion, Gauteng, South Africa

Short‑Term Insurance Advisers are committed, driven, results‑oriented advisers who can work independently as well as in a team environment, writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.

• Matric/Grade 12
• FAIS Credits (minimum 30 credits in short‑term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
• FAIS Regulatory examination for Representatives (RE5)
• 12 CPD points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
• Minimum of 3 years’ experience in selling short‑term insurance either as a broker agent or tied agent
• All required regulatory exams and accreditation
• Computer skills including but not limited to Calendar management, Excel, PowerPoint and MS Word
• Social media presence and an ability to use social media as a networking tool
• Candidate must have own reliable vehicle and driver’s license

• Source sufficient lead‑generating opportunities to ensure a healthy, income‑generating pipeline
• Minimum requirement of 8.5 written policies per month
• Maintain and update the Lead Generation Matrix on a weekly basis
• Conduct a comprehensive needs analysis with all prospective clients to discharge on their advisory responsibility
• Perform in line with business expectations on agreed key performance areas
• Keep up to date and fully informed on product comparisons with opposition products
• Be proficient in the Momentum Insure product and stay abreast of all product changes and enhancements
• Operate in compliance with all insurance regulations and professional guidelines and ethics
• Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas
• Maintain the required dress code and professional appearance
• Meet the fit and proper requirements as prescribed by the FAIS codes of conduct

Mid‑Senior level

Full‑time

Sales and Business Development