Hire Resolve is seeking a highly motivated, target-driven New Business Broker (Short-Term Insurance) for a prominent specialist financial services provider catering to the medical professional sector. Based fully on-site/in the field in Bedfordview, Johannesburg, this position focuses on expanding a portfolio of high-level medical practitioners by converting warm, internal leads into tailored personal and commercial lines insurance solutions.
Key Performance Areas:
New Business Development: Drive face-to-face engagements to convert qualified leads into active policies, working toward achieving established monthly performance milestones.
Consultative Portfolio Advisory: Build relationships with doctors, dentists, and healthcare specialists to conduct thorough client needs analyses and due diligence.
Market-Wide Quotations: Obtain and structure competitive quote comparisons from a wide panel of leading South African insurers
Compliance & Documentation: Ensure full adherence to FAIS, FICA, and POPI Acts by drafting detailed Records of Advice (ROA), verifying client onboarding compliance documentation, and performing structured risk assessments.
Diary & Field Management: Manage an active, autonomous field schedule traveling across the greater Johannesburg area for corporate client presentations and consulting appointments.
Minimum Requirements
Education & Professional Status: Matriculation certificate paired with successful completion of the Regulatory Examination for Representatives (RE5).
Credits & CPD Compliance: A minimum of 120 - 130 recognized insurance credits (relevant NQF Level 4 or 5) along with valid Class of Business (CoB) certificates for both Personal and Commercial lines. Active, up-to-date CPD points.
Experience: Minimum of 5 years of experience within the short-term insurance industry, demonstrating practical exposure to high-touch new business development across both personal and commercial risks.
Logistics: A valid driver's licence and a reliable personal vehicle are strictly required for daily client visit operations.
Attributes: Exceptional interpersonal polish, consultative sales capabilities, target motivation, and the resilience to navigate professional corporate client networks comfortably.