Junior Portfolio Manager

Key RequirementsRelevant qualificationsFAIS Compliant: RE5 & NQF5Presentation and computer skillsStrong working knowledge of the commercial insurance industry, preferably in the transport sectorSound negotiation and understanding skills with the ability to rapidly establish rapportKey ResponsibilitiesSource new business, preferably in the trucking industry, through generating own leadsAchieve profit target of R60 000 per monthAchieve profit target of R10 000 per month for other product providersConvert 30% of quotations per monthUpsell insurance products and businessEngage with potential clients and obtain a needs analysis of their short-term insurance needsFollow up on inadequate underwriting information
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