Financial Advisor - Commercial Insurance Lines

SUMMARY:
Short- term insurance consultant with personal and commercial lines.

POSITION INFO:
Role Purpose Short-Term Insurance Advisers are committed, driven, result-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 the company. Responsibilities and work outputs Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline. Minimum requirement of 4 written policies per month. Maintain and update your Lead Generation Matrix on a weekly basis. A SIA 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 short term Insure products and stay abreast of al...