Short Term Sales Consultant (Commercial Lines) at PPS

Minimum Requirements

Qualifications and Experience: 

• Matric.
• 120 FAIS credits.
• RE qualification.
• Minimum 3 years’ experience in short term insurance sales.
• Call centre experience.
• Outbound experience.
• Broker relationships experience.

Knowledge and Skills:

• Knowledge and understanding of the dynamics of the graduate professional client market.
• Knowledge of best practice in Short Term.
• Technical knowledge of Short-Term insurance products. 
• Working knowledge of TCF and the need for consistency in advice and service delivery across the channel to mitigate against reputational risk. 

Competencies:

• Sales driven.
• The ability sell and to achieve targets.
• Negotiation skills.
• Client consulting skills.
• Excellent interpersonal communication skills.
• Be able to handle a pressurised environment.
• Be reliable and independent.
• Be flexible and accommodating of change.

Duties and Responsibilities

• Contact short term insurance brokers and clients to assist with short term insurance quotes.
• Compare quotations to existing insurance held.
• Follow up continuously on all leads and quotes.
• Record reasons and feedback for all leads and quotes.
• Achieve sales targets.
• Achieve premium written targets.
• Achieve conversion ratio - quotes to sales in accordance with agreed targets.
• Achieve quote ratio’s .
• Build a positive and professional image of PPS.
• Dealing with sales telephone enquiries on all new direct short-term insurance quotes.
• Achievement of sales targets and objectives.
• Update/enter call outcome information on system for later follow-up or closure .
• Keep abreast of developments and trends in the industry – self learning.
• Ensure commitment to the FAIS fit and proper qualification requirements