OUTsurance Broker (Bedfordview)

Gauteng, Full Time Deadline: Not specified

Job Description
Overview and Purpose of the Role:
Our business product offering has grown significantly over the years which has led to the development of the face to face distribution channel for the Life and Investment business. To facilitate this model the position of OUT Financial Advisor (Face to Face) has emerged.
The incumbent of this newly created position will be responsible for growing and developing the long term insurance portfolio.
The key outputs for this role are as follows:

New Business sales
High level performance
Strong selling and closing skills
Target Driven

The OUT Financial Advisor: Face to Face Distribution must align themselves with the OUTsurance culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.
Build your own insurance portfolio by:

Being able to prospect for new clients through networking, Cold calling and door – door canvasing for new business
Effective communication with both internal stakeholders and clients.
Conduct a comprehensive risk evaluation for the client.
Providing solutions to clients by selling OUTsurance short term products aligned to the needs of the client.
Drafting, tracking and measurement of your personal business plan.
Providing on-going service and support to your individual client base (amendments, renewals, claims etc.).
Retention of existing business including renewal discussion in line with FAIS
Developing internal/external relationships with clients.
Continuous building of your client base hence securing future income.
Keeping abreast with the commercial insurance market changes and developments.
Achieving/Exceeding targets consistently
Providing feedback to line management when requested.
Attending all weekly and adhoc team meetings.
Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying.
Adhering to all quality standards and measures in place.


Completed Matric or National Senior Certificate
FAIS credits/Full Insurance Qualifications (Depending on DOFA)
RE5 (Depending on DOFA)
Must have your own reliable transport
Valid code B driver’s license
3 years external sales experience (If not from the insurance industry)

Competencies :

Communication (verbal and written) in English
Numerical ’ mathematical skills
Team supervisory skills
Confident and enthusiastic self-starter who can take initiative
Must be able to work independently as well as part of a team – balances team and individual responsibility, provides and accepts feedback
Analytical skills
Problem-solving skills
Relationship management skills
Presentation and facilitation skills
Resilience – Ability to work well under pressure in dynamic environment
Flexible and adaptable
Influential, concise, rational and practical communicator
Creative flair and innovative thinker
Relationship management
Discretion, judgment and high levels of trust