Short-Term Insurance Adviser: Personal and Commercial Lines
Rise Recruitment
2026/10/17   Cape Town CBD

Job Ref #: RR-156
Industry: Insurance
Job Type: Permanent
Positions Available: 1
Our client in the Insurance sector is looking for a Short-Term Insurance Adviser to generate new business across personal and commercial lines. The successful candidate will develop a sustainable sales pipeline, conduct comprehensive client needs analyses and provide professional, needs-based advice
Job Description

  • Source sufficient lead-generation opportunities to maintain a healthy, income-generating sales pipeline.

  • Achieve a minimum target of four written policies per month.

  • Maintain and update the Lead Generation Matrix weekly.

  • Conduct comprehensive needs analyses with prospective clients to fulfil professional advisory responsibilities.

  • Perform in line with agreed business expectations and key performance areas.

  • Maintain up-to-date knowledge of competitor products and relevant product comparisons.

  • Develop comprehensive knowledge of the applicable insurance products and remain informed of all product changes and enhancements.

  • Conduct all activities in accordance with insurance regulations, professional standards, guidelines and ethical requirements.

  • Maintain and develop the knowledge and skills required to provide specialist, professional advice across relevant business areas.

Job Requirements

  • Matric or Grade 12.

  • A minimum of three years’ experience selling short-term insurance as a broker agent or tied agent.

  • Strong knowledge and experience of the South African short-term insurance industry.

  • A minimum of 30 FAIS credits in short-term insurance if the date of first appointment was before 2010, or a fully recognised qualification as listed by the FSCA if the date of first appointment was on or after 1 January 2010.

  • Successful completion of the FAIS Regulatory Examination for Representatives (RE5).

  • A minimum of 12 Continuous Professional Development points when registered for one line of business, or 18 points when registered for both personal and commercial lines.

  • All required regulatory examinations and accreditations.

  • Compliance with the Fit and Proper requirements prescribed by the FAIS Codes of Conduct.

  • Proficiency in Microsoft Word, Excel, PowerPoint and calendar management.

  • An established social media presence and the ability to use social media as a professional networking tool.

  • A valid driver’s licence and own reliable vehicle.

  • Strong prospecting, cold-calling, outbound sales and sales pipeline management capabilities.

  • Strong relationship-building, networking, negotiation and retail sales skills.

  • Excellent verbal and written communication skills.

  • A client-focused and advice-led approach to sales.

  • Strong attention to detail and risk awareness.

  • Trustworthy, honest, entrepreneurial, inquisitive, competitive and results-driven.