Independent Agent

PURPOSE OF THE POSITION AND KEY RESPONSIBILITIES

• Market and selling Funeral and Legal Insurance Products within the stop-order market. Great opportunity for self-driven individuals eager to earn extra income through commission.

Key Responsibilities include, but are not limited to

Responsibilities

• Promote, sell funeral and legal insurance products to new and existing members or clients.

• Engage with potential members or clients and explain product features,

• Benefits and pricing suitable to their individual needs.

• Assist potential members/clients with completing digital application

• processes using provided quoting application and product information.

• Generate quality stop order business and achieve set sales targets

• Maintain professional client relationships

Requirements

MINIMUM CRITERIA AND PRE-REQUISITE COMPETENCIES

Education

• Grade 12 or equivalent qualification.

• Basic Sales & Marketing knowledge and experience

• Sales Qualification and FAIS accreditation are advantageous.

Experience

• Strong communication and interpersonal skills

• Regulatory 5 qualification is advantageous

• Previous sales experience in insurance and financial services, will be advantageous.

• Willingness to work in the field and travel to different locations

• Ability to work independently

• Computer literacy and basic administrative skills

• Must be FAIS fit and proper to sell insurance products with a clean credit record

• Must have a smart phone or laptop （key requirement）

• Must have reliable connectivity and data to sell the product

• Must have own transport or make travel arrangements to meet potential Members

• Must be able to manage the appointments and independently market the product

Personal attributes

• Integrity and Honesty

• Confidence

• Strong communication and interpersonal

• Good listening skills

• Good interpersonal skills and engagement

PRE-REQUISITE COMPETENCIES

Knowledge Competencies

• Professional knowledge

• Basic insurance product knowledge

Skill Competencies

• Strong communication skills

• Resilience

• Results-driven mindset

• Customer-focused

• Persuasiveness

• Adaptability

• Self-motivation / Initiative

• Positive attitude

• Time management and discipline

• Accuracy

• Administrative skills

• Analytical thinking ability

• Tech savvy

• Verbal communication

Behavioural Competencies

• Computer systems orientation

• Customer service orientation

• Persistence

• Perseverance

• Personal growth orientation

• Enjoy working with people

• Driven by performance and rewards

• Influencing ability

• Enjoy flexibility while earning a competitive income

• Self-Discipline