Jonathan Source
Short Term Insurance Consultant
Cape Twon
Summary
Dedicated Sales professional with history of meeting departmental targets/goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Experienced Sales Professional with over 10 years of experience in Sales. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
3
3
Certifications
Work History
Short Term Insurance Consultant
Standard Bank
Johannesburg
06.2019 - Current
- Maintained excellent attendance record, consistently arriving to work on time.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Worked with customers to understand needs and provide excellent service.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Deal with Main Market & Private Banking clients.
Broker Short Term Insurance
Indwe Risk Services
Cape Town
10.2017 - 05.2019
- Collaborated with team members to achieve target results.
- Participated in team-building activities to enhance working relationships.
- Ensured that productivity requirements were adhered to
- Prepared policies and related documentation according to strict standards.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
- Fostered positive business relationships to promote continued interest in our products and services.
Short Term Insurance Consultant
Sanlam
Cape Town
02.2015 - 09.2017
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Sold vehicle, building & home content insurance and other various insurance products to individuals using consultative selling techniques.
- Recommended cover type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Met with customers to provide information about available products and policies.
- Remained impartial in order to advise clients based on circumstances.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Education
High School Diploma -
Woodlands Senior Secondary
Cape Town 01.1995 - 11.1999
High School Diploma -
Westridge Senior Secondary
Cape Town 02.2006 - 11.2006
Skills
Insurance Specialist
Accomplishments
- Achieved my NQF5 Short Term Insurance Qualification with accuracy and efficiency.
- One of few Consultants that achieved Diamond Status in the department for achieving Target & exceeding Target consistently.
- Currently the Top performer in our department & achieving target @ 130%+ monthly.
Certification
FAIS Fit & Propper
Timeline
NQF5 Short Term Insurance
09-2021
Short Term Insurance Consultant
Standard Bank
06.2019 - Current
Broker Short Term Insurance
Indwe Risk Services
10.2017 - 05.2019
Short Term Insurance Consultant
Sanlam
02.2015 - 09.2017
FAIS Fit & Propper
10-2012
RE
08-2011
High School Diploma -
Westridge Senior Secondary
02.2006 - 11.2006
High School Diploma -
Woodlands Senior Secondary
01.1995 - 11.1999
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