Insurance Administrator and Sales Lead

Role Description
This is a full-time Insurance Administrator and Sales Lead Representative position within a growing and dynamic environment. Be part of a new outbound sales team, offering financial services products to Fidelity Services Group Company's employee customer base. This is an excellent opportunity to showcase your contribution to the campaign performance, which will set the foundation for career growth, as this initiative expands into other business areas. A market-related guaranteed basic and attractive commission and incentive structure rewards consistent performance. Earning potential negotiable if the candidate has RE5 and Class of Business.

Responsibilities

• Outbound insurance sales calls to clients. (Scripted advice)
• Delivering quality sales of financial products to meet campaign targets.
• Effective sales objective handling to maximise each sales opportunity.
• Accurately record and maintain information on call results and policy details.
• Engaging with all customers in a professional manner.
• Maintaining expert knowledge on specific products, sales processes, and systems.
• Identifying and escalating priority issues to team leaders.
• Ensure commitment to the FAIS Fit & Proper qualification requirements.
• Adhering to TCF principles and our client’s policies and processes.
• Understanding the Fidelity Services Group’s culture and behaving in a manner that reflects the culture.

Competencies and Skills

• Excellent communication and interpersonal skills, with the ability to quickly build rapport.
• Sales-oriented and results-driven.
• Able to work cooperatively with others on a team.
• Expresses oneself clearly in interactions with others.
• Takes responsibility for own performance.
• Ensures that one’s own work is complete and accurate.
• Proficient in relevant computer applications, including Sales/CRM systems.
• Computer literate (MS Office package).

Qualifications and Experience (all non-negotiable)

• Minimum qualification – NQF level 5 (Financial Services-related qualification will be an advantage).
• FAIS Regulatory Exam (RE5) for Representatives.
• Class of Business Long-term and Short-term (Personal Lines) will be an advantage
• Consent required for Date of First Appointment to check timelines and fit and proper deadlines
• Meet Regulatory Fit and Proper Requirements.
• A clear criminal and credit record.
• Experience in outbound sales of insurance products – minimum 2 years.

We reserve the right not to make an appointment to any advertised position. Whilst preference is given to existing employees at all times and the choice made is purely on merit, Historically Disadvantaged Candidates and Black Female Candidates are encouraged and supported in the FSG team.

Fidelity Services Group (Pty) Ltd supports global fair practice and business ethics on continuous development of our human capital as the key resource to our success in the markets in which we participate.

Should you not be contacted regarding this position within 10 working days from the closing date, please regard your application as unsuccessful.