Financial Broker

Our client is a trusted brand experiencing steady growth, seeking a talented Financial Broker to drive new business sales in the Commercial Agent Department. This role focuses on expanding and developing the business insurance portfolio by building a book of short-term insurance in your region. You’ll handle both Personal and Commercial lines, working closely with the wider Commercial team and reporting directly to the Broker Regional Manager.

What’s in it for you:

• Comprehensive training on company products and offerings.
• A fixed salary for the first two months of employment.
• Tools of the trade supplied, including a fuel card, laptop, and cellphone.
• Benefits upon successful completion of probation (medical aid, pension, group life/disability cover).
• Significant opportunities for career growth and advancement.
• Great rewards and recognition programs, as well as employee wellness programs.
• A supportive and collaborative team environment.

Duties and Responsibilities:

• Develop and grow the business insurance portfolio by building a book of short-term insurance in your region.
• Sell Personal and Commercial lines of insurance.
• Engage in lead generation, cold calling, and relationship management.
• Work closely with the Commercial team to strategize and achieve sales targets.
• Report directly to the Broker Regional Manager.
• Provide exceptional customer service and tailor insurance solutions to meet client needs.
• Maintain accurate records and prepare reports on sales activities and performance.

Requirements:

• Completed Matric/NSC.
• Minimum of 2-3 years of external sales experience (face-to-face is essential).
• Experience in lead generation, cold calling, and relationship management.
• Professional proficiency in English (both written and spoken).
• Strong numeracy skills.
• Excellent presentation and facilitation skills.
• Valid Code B license with your own reliable vehicle.

Desired Attributes:

• Self-starter with an entrepreneurial mindset.
• Confident and enthusiastic with a proactive approach.
• Strong business acumen and proven problem-solving skills.
• Flair for influence and relationship-building.
• Thrive in a dynamic, target-driven environment where you own your success.

How to Apply:

Interested candidates should send their CV and cover letter to [email address] with the subject line “Financial Broker Application – [Your Name]”.