Broker Sales Advisor

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

As Broker Sales Advisor in this dynamic team, you will handle Personal Momentum Short-term Insurance clients and brokers. Successful candidates will be required to complete Personal product training.

Requirements

• Matric
• RE (regulatory exams) compulsory
• At least 6 months broker related sales experience, knowledge, and insight
• Must have an excellent sales track record.
• Attitude/passion towards service excellence
• Clear disciplinary record

Duties & Responsibilities

The Broker Sales Advisor Team of Momentum STI will primarily be responsible for converting leads/quotes to sales in terms of the minimum quantity and quality targets that are in place including, but not limited to:

• Monthly premium written.
• Net conversion ratio of quotes to sales
• Quality target
• Cancellation ratio

Competencies

• Must be driven, self-motivated and be able to work under pressure.
• Ability to execute and deliver results.
• Excellent computer skills
• Uncompromising approach towards service excellence and the ability to work in a fast-paced and results- orientated environment.
• Attention to detail.
• Ability to work in a team environment.
• Excellent interpersonal and communication skills (verbal and written)
• Enthusiastic and passionate about the role and the company
• Ability to build and maintain relationships.