Job Description
Short-Term Insurance Advisers are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.
Job Industry
Insurance
Job Salary Currency
SARJob Salary Fixed
NoKey Deliverables
- Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- A BDC is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice 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 the product changes and enhancements.
- Be compliant in all activities in accordance with regulations and standards of 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.
Professional Qualifications
| Industry | Qualification |
|---|---|
| Insurance | Prospecting and sales pipeline management Strong relationship and networking skills Strong understanding and experience of the short-term Insurance industry in South Africa Strong verbal and written communication skills Trustworthy and honest Advice led sales Attention to detail Competitive Client focused /client centric. Entrepreneurial Inquisitive nature Results driven. Cold calling skills/ Outbound skill set Change fit Resilient Retail Sales Skills Risk awareness Negotiating skills Self-development |
Application Process
Close Date
16/04/2026