35 POSITIONS: DURBAN, CAPE TOWN, PORT ELIZABETH, SANDTON, EAST LONDON, GEORGE
Role Purpose
Business Development Consultants are committed, driven, results-oriented advisers who can work on their own as well as in a team environment writing business per targets laid down by our client. Business Development Consultants advise primarily on motor and household domestic insurance.
Responsibilities and work outputs:
- Source sufficient lead-generating opportunities to ensure 10 client quotes per week and 40 per month minimum.
- Minimum requirement of 8.5 written policies per month.
- Maintain and update your Lead Generation Matrix weekly
- Once a quote is requested the consultant must contact the client to conduct a proper needs analysis and offer professional advice.
- Sign up a minimum of 5 active lead referral agents.
- 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 that may be required from time to time.
- Keep up-to-date and fully informed on product comparisons with opposing products
- Stay abreast of product changes and enhancements.
- Be compliant in all activities per regulations and standards of all Insurance regulations and professional guidelines and ethics.
- Maintain appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.
- Maintain the required dress code and professional appearance.
- Technical Retail Acumen
- Retail Sales Skills
- Risk awareness
- Cross-selling
- Matric/Grade 12
- FAIS Credits (min 30 credits in short-term insurance if the date of the first appointment is before 2010); or if the date of the first appointment is on or after 01/01/2010, a fully recognized qualification as per the FSCA qualification list
- FAIS Regulatory Examination for Representatives (RE5)
- 12 CPD (continuous professional development) points
- Minimum of 3 years experience in selling short-term insurance either as a broker agent or tied agent
- Call center agents/ other Sales Consultants are not preferred unless they have a minimum of 5 years experience, an extensive network, and sales conversion skills (proof to be furnished).
- All required regulatory exams and accreditation.
- One years proof of commission earnings (minimum R10 000.00 pm).
- Candidate must have his transport (CAR) and license.
- Extensive knowledge of the Short-Term Insurance Industry
- Thorough understanding of the short-term insurance industry and products
- Thorough understanding of business principles
- Interpersonal Skills
- Ability to handle conflict
- Negotiation skills
- Problem-solving skills
- Risk Assessment and analysis
- Insurance Principles and practice
- Customer and Personal Service
- Clerical and administrative procedures
- Be professional at all times with prospects, clients, and other stakeholders
- Presentation skills, both 1:1 and to groups
- Ability to present professionally
- Sales skills
- Prospecting skills
Requirements Competencies required:
- Technical Retail Acumen
- Retail Sales Skills
- Risk awareness
- Cross-selling
- Matric/Grade 12
- FAIS Credits (min 30 credits in short-term insurance if the date of the first appointment is before 2010); or if the date of the first appointment is on or after 01/01/2010, a fully recognized qualification as per the FSCA qualification list
- FAIS Regulatory Examination for Representatives (RE5)
- 12 CPD (continuous professional development) points
- Minimum of 3 years experience in selling short-term insurance either as a broker agent or tied agent
- Call center agents/ other Sales Consultants are not preferred unless they have a minimum of 5 years experience, an extensive network, and sales conversion skills (proof to be furnished).
- All required regulatory exams and accreditation.
- One years proof of commission earnings (minimum R10 000.00 pm).
- Candidate must have his transport (CAR) and license.
- Extensive knowledge of the Short-Term Insurance Industry
- Thorough understanding of the short-term insurance industry and products
- Thorough understanding of business principles
- Interpersonal Skills
- Ability to handle conflict
- Negotiation skills
- Problem-solving skills
- Risk Assessment and analysis
- Insurance Principles and practice
- Customer and Personal Service
- Clerical and administrative procedures
- Be professional at all times with prospects, clients, and other stakeholders
- Presentation skills, both 1:1 and to groups
- Ability to present professionally
- Sales skills
- Prospecting skills
