Partner Advisor Bedfordview

Duties & Responsibilities• Maintaining Relationships with DealersResponsibilities and DutiesTo contact dealers and ensure relationship building to increase the number of leads received and ultimately sales made.Meeting minimum daily call targets.Adding new dealers to dealer book.Adding new dealers on CURA.Maintaining relationships with new and current dealers through calls, emails and via WhatsApp.Gathering information from clients in order to provide them with insurance quotes.Explain to customers about new products and benefits, ensure all knowledge of insurance products is up to date.Selling the relevant quote to the client and assisting them in making an informed decision regarding their insurance cover.Perform customer negotiations and reach a fair conclusion.Liaising with Underwriting: make sure the client has been transferred to Underwriting to get the policy underwritten.Ensure that all admin is completed daily.At all times, update Cura with all details pertaining to last conversation with client.ILD test – attending training and passing tests on a monthly basis.Perform all other assigned duties.Key Skills:Negotiation Skills: Ability to communicate, persuade clients to reach a compromise.Communication Skills: written and verbal: the capacity to clearly present information.Building Relationships: Capacity to establish constructive and effective relationships.Performance Driven: Ability to be motivated to take action, seize opportunities and pursue goals.Managing Self: Capacity to plan, organise and control own working environment by setting appropriate priorities and achieving set objectives within a given time frame.Desired Experience & QualificationThe successful applicant must have:A valid South African IDMatricAdvantageous:RE5Within DOFA or fully qualified with RE5 and creditsExperience within the short term insurance industry
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