Business Development Consultant Personal Lines

Vacancy Details
Employer:
Michelle Tuck cc t/a Important Company
Our Client who is in the Healthcare and Financial Services Sector requires Business Development Consultants to join their team in Pretoria
Responsibilities and work outputs for Business Development Consultants Personal lines:
Source sufficient lead generating opportunities to ensure a minimum ofclient quotes weekly and 40 per month
Minimum requirement ofwritten policies per month
Maintain and update your Lead Generation Matrix on a weekly basis
Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular
Communication with staff, participation in corporate events, advertising and general relationship building
Once a quote is requested the consultant mustthe client in order to conduct a proper needs analysis and offer
Professional advice
Keep up to date and fully informed on product comparisons with opposition products
Stay abreast of product changes and enhancements
Sign up a minimum of 5 active lead referral agents
Generate interest for and introduce other specialists to prospects where appropriate
Meet all KPl's as laid down for BDCs
Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total
Premium and any other pertinent information whichbe required from time to time
Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional
Guidelines and ethics
Maintain appropriate skills and knowledge in order to Important Company specialist, professional advice in all relevant business areas
Meet the Fit and proper requirements as Important Company out in the FAIS codes of conduct at all times
Meet continuing professional development objectives as required by the industry
Maintain the required dress code and professional appearance
**Qualifications**:
Matric/Grade
FAIS Credits min 30 credits in short term insurance if date of first appointment is before ;
or if date of first
Appointment is on or after, a full recognized qualification as per the FSCA qualification list not applicable for
Applicants with no STI sales experience
FAIS Regulatory examination for Representatives RE5 not applicable for applicants with no STI sales experience
If you are registered for one Class of Business Personal or Commercial you are required to haveCPD continuous
Professional development points. If you registered for two Classes of Business Personal plus Commercial, you required
To have 18 CPD points not applicable for applicants with no STI sales experience
Experience
23 years' experience selling short term insurance either as a broker agent or tied agent, alternatively must have solid
Sales experience.
Proven external/direct sales track record in a Confidential driven environment
A minimum of 2 years experience sourcing own new business leads in a clientfacing environment managing lead
Generation process
Must be prepared and willing to travel to client sites for meeting
JOB TYPE
Work Day:
Full Time
Employment type:
Permanent Job
Salary:
Negotiable
JOB REQUIREMENTS
Minimal experience:
Unspecified