Job Description

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose

• The purpose of this role is to build a sustainable Short-term Insurance business unit that provides Short-term Insurance solutions to Intermediaries through training & technical sales support
• Create marketing opportunities for FA's in order to increase market share for the business

Requirements

• Matric/Grade 12 (minimum)
• Relevant marketing and/sales degree, diploma or equivalent (beneficial)
• FAIS Credits (min 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 recognized qualification as per FSCA qualification list (beneficial) * Knowledge of the current regulatory environment (FAIS, FICA, POPIA)

• In depth specialist knowledge of short-term insurance products (personal and commercial lines)
• Minimum of 4 years short term insurance experience (Independent financial advisory -; Brokers)
• Face to face engagement with Brokers
• Applicant must hold a valid driver's license and own transport

LocationThe above-mentioned position is currently available in the Momentum Insure department based at our offices in Cape Town.
Duties & Responsibilities

• Identifying and sourcing new FAs and Specialist FA's
• Train and support FA's with regards to Momentum Insure and it's offerings
• Identifying opportunities for the FAs to pursue
• Generating sales
• Travel extensively

Competencies

• Technical Skills and Competence
• Relationship building
• Convincing
• Results Focused
• Tenacity
• Presentation skills
• Risk awareness
• Cross selling

Momentum