Personal Lines Direct Sales Agent-RBS

🗏Job Type

Full Time

Introduction
RBS is one of the largest fully fledged financial services advisory firms in Southern Africa. Our services cover a broad spectrum of needs including Insurance Broking, Risk Management, Corporate Risk Advisors, Employee Benefit Administrators and Consultants, and Health and Wealth management.


Job Functions
Sales


Industries
Financial Services,Insurance,Sales


Specification
To sell Short Term Insurance Personal Lines products to clients telephonically according to the required standards and procedures in order to secure new business in support of the business strategy.

OUTPUTS

Ensure new business targets are met
Ensure and contribute to minimisation of general expenses
Ensure that all stakeholder (e.g. clients, AE’s, insurers) communication is accurate, timeous, professional and relevant
Build and maintain mutually beneficial relationships with internal and external stakeholders
Ensure and contribute to achieving own and company required client satisfaction targets
Contact clients telephonically to sell Personal Lines Short Term Insurance products
Adhere to company standard operating procedures and quality standards wrt the following processes (but not limited to):
General Enquiries such as but not limited to cover, products, processes etc
New Business
Conduct risk assessments
Analyse clients’ portfolios
Request, obtain and assess quotes from insurers
Rate policies
Request, obtain and/or provide clients with all required information and/or documents
Arrange valuations and reinsurance
Raise premiums
File all relevant documentation electronically and in hard copy
Upsell cover to clients where appropriate
Ensure productivity and sales targets are met
Contribute towards and ensure continuous improvement in own and team performance
Adhere to company mandates
Participate and contribute in ad hoc projects
Report any suspected fraud, misrepresentation and/or dishonesty
Keep accurate record of own activities
Live the RBS Way
Ensure continuous self-development
Share information and knowledge with the team


Requirements
Matric or equivalent
RE5
FAIS Compliant (credits and/or full qualification)
Computer Literate
Excellent communication skills
2 years’ proven track record in Tele Sales (Personal Lines Short Term Insurance)
Ability to work one Saturday per month from 8am to 4pm at Canal Walk


Apply Here http://bit.ly/2RQPo9G

Job id : , #75287, 5 views,

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