2 X Commercial and Short Term Broker

Are you a dynamic, results-driven professional with a passion for forging new business relationships and delivering exceptional service? Do you thrive in a fast-paced environment where every client interaction is an opportunity to shine? If you’re ready to showcase your sales prowess, delight customers, and champion innovative insurance solutions, look no further—this Commercial Sales Consultant role is the perfect stage for you to make a lasting impact.
About the Role

In this pivotal position, you will be responsible for managing the end-to-end sales process for commercial and personal lines short-term insurance. From generating quotes through to closing the deal—whether telephonically or face-to-face—you’ll bring your persuasive communication skills to the forefront, ensuring our company’s high-quality standards are always maintained. You’ll work closely with existing clients to upsell additional services, source new leads, and maintain an immaculate database of client information. This role calls for a master of multitasking: someone who can handle client queries, follow up on outstanding business, and liaise effectively with both internal teams and external stakeholders.

If you are excited by the idea of leveraging your FAIS (Financial Advisory and Intermediary Services) knowledge and RE5 qualification to grow a thriving book of business—and you have a keen understanding of compliance in short-term insurance—this position offers the perfect opportunity to unleash your entrepreneurial spirit. Read on to discover how you can join our high-performing team and help us deliver exceptional results to a diversified client base.
Key Responsibilities

Commercial Sales & Deal Closing
Oversee the full sales cycle for commercial and personal lines short-term insurance.
Generate quotes, expertly address client inquiries, and negotiate pricing to finalize sales telephonically or in-person.
Adhere to the company’s quality standards, ensuring each deal aligns with FAIS regulations and matches our clients’ needs.
New Business Development & Upselling
Source new leads—whether through personal referrals, networking events, marketing campaigns, or existing databases—to cultivate a steady pipeline of potential clients.
Identify opportunities to upsell services to current customers, offering tailored solutions that enhance their coverage and protect their interests.
Leverage robust communication techniques to demonstrate value, close deals, and encourage long-term partnerships.
Client Relationship Management
Field client queries with urgency and professionalism, providing timely resolutions to maintain high levels of satisfaction.
Manage databases efficiently, recording essential client details and updates in the CRM system.
Perform regular portfolio reviews with existing clients, confirming that their contact details remain current and their coverage accurately reflects their evolving needs.
Cross-Divisional Collaboration
Work closely with the Life Division by collecting leads from short-term or medical aid clients, supporting potential cross-selling opportunities.
Follow up on quotations and email-based inquiries to capitalize on warm leads, ensuring prospective clients receive all necessary information.
Liaise with Broker Consultants at various insurance companies to coordinate underwriting requirements, resolve policy concerns, and streamline application processes.
Credit Control & Documentation
Actively manage arrear premiums by contacting clients in overdue status, delivering solutions to secure prompt payments and maintain policy validity.
Coordinate with the driver for timely collection and delivery of important documentation, ensuring seamless transitions from quote acceptance to final policy issuance.
Oversee tracker and inspection requirements, verifying that all outstanding details are addressed before business acceptance.
Policy Enhancements & Compliance
Add benefits to existing policies based on client needs and emerging market offerings, offering clear guidance on advantages and potential cost implications.
Demonstrate a solid understanding of FAIS legislation, ensuring all interactions align with regulatory standards.
Uphold RE5 best practices, confirming that your sales approach, client advice, and documentation meet the highest levels of compliance.

Required Skills and Competencies

FAIS & RE5 Compliance
RE5 qualified (Regulatory Exam 5), showcasing comprehensive knowledge of short-term insurance practices and obligations.
Proven ability to operate within the FAIS framework, maintaining ethical conduct and legal adherence throughout all client engagements.
Computer Literacy
Proficient in standard office applications (Word, Excel, Outlook) and comfortable navigating CRM systems or specialized insurance software.
Communication Excellence
Polished verbal and written communication skills; able to articulate complex insurance concepts in a clear, concise manner.
Stellar interpersonal abilities, fostering strong rapport with clients, colleagues, and external partners.
Self-Discipline & Motivation
Able to work independently, prioritize tasks, and meet or exceed deadlines without constant oversight.
Goal-oriented mindset, consistently driving toward achieving and surpassing set targets.
Persuasive Negotiation Skills
Demonstrated success in closing deals and upholding customer satisfaction through compelling conversations and win-win proposals.
Adept at handling objections, employing data-driven insights to underscore product benefits.
Stress Tolerance & Tenacity
Calm and composed under pressure, using resilience and initiative to resolve issues effectively and maintain professional standards.
Persistent approach to sales, refusing to give up on potential clients until every avenue is exhausted.
Customer Service Orientation
Committed to delivering a first-class customer experience, ensuring clients feel valued, informed, and supported from start to finish.
Skilled in active listening, taking proactive measures to address concerns before they escalate.
Deadline & Results-Driven
Highly organized with an unwavering attention to detail, ensuring nothing slips through the cracks.
Focused on continuously improving results, from the number of leads generated to the rate of successful conversions.

Why Join Us?

Opportunity for Growth: Enjoy a career path that encourages learning and evolution in the short-term insurance space.
Vibrant Team Environment: Work with like-minded professionals dedicated to teamwork, mentorship, and celebrating shared success.
Impactful Work: Help clients protect what matters most to them, building long-lasting trust and forging meaningful relationships.
Competitive Compensation: Reap the rewards of your hard work with a robust salary structure, commission potential, and performance-based incentives.
Ongoing Support: Benefit from training sessions, updated resources, and the guidance of experienced industry veterans.

Take the Next Step in Your Career—Apply Now!

This is your chance to thrive in a Commercial Sales Consultant role where you’ll manage key client relationships, drive new business, and apply your passion for insurance in an environment that recognizes and rewards success. If you’re energized by overcoming challenges, meeting aggressive targets, and providing top-tier customer experiences—while strictly adhering to FAIS regulations and RE5 standards—we want to hear from you!

Ready to accept the challenge? Please forward your CV to [email protected] . Be sure to reference “Commercial Sales Consultant Application in the subject line. Let us know why you stand out from the crowd—share your biggest sales wins, your passion for client service, and how you plan to make a powerful contribution to our team.

Don’t let this opportunity slip away. Apply today and embark on a journey that promises professional growth, financial rewards, and the excitement of shaping future success stories in the ever-evolving world of short-term insurance. We’re excited to meet you and see how your talents can make a transformative impact on our organization!

Should you Require More information on this vacancy please Email us at [email protected]

By submitting an application for this post the Applicant acknowledges that their personal information will be processed by TRASA.

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The Applicant consents to any further processing of their personal information as may be required for relevant verification and reference check purposes.

The confidentiality of the Applicant’s personal information will be maintained.

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TRASA retains the right not to make an appointment and to verify all information provided by candidates.