Business Development Consultant - CPT - R15k commensurate with experience

 

Recruiter:

The Recruiters

Job Ref:

CSMM030822A

Date posted:

Tuesday, September 27, 2022

Location:

CapeTown, South Africa

Salary:

180000


JOB SUMMARY:
Business Development Consultant with FAIS and RE5 needed...

JOB DESCRIPTION:

Our client a well-established Insurance company with offices based in N.Subs, CPT is looking for an experienced Business Development Consultant to join their team.

Responsibilities and work outputs for Business Development Consultants (Personal lines):
• Source sufficient lead-generating opportunities to ensure a minimum of 10 client quotes per week and 40 per month
• Minimum requirement of 11 written 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
• Keep up to date and fully informed on product comparisons with opposition products
• Stay abreast of the company Insure product changes and enhancements
• Sign up a minimum of 5 active lead referral agents
• Generate interest for and introduce other companies insure specialists to prospects where appropriate
• Meet all KPIs as laid down by company Insure 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 which may be 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 provide specialist, professional advice in all relevant business areas
• Meet the Fit and proper requirements as set 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 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 first
the appointment is on or after 01/01/2010 a full recognised 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 have 12 CPD (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:
• 2 - 3 years of 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 target-driven environment
• A minimum of 2 years of experience sourcing own new business leads in a client-facing environment [managing lead
generation process]
• Candidate must have his own transport (CAR) and license
•Must be prepared and willing to travel to client sites for meetings.

Competencies required:
• Sales Skills
• Client focused /client centric
• Interacting with People
• Seizing Opportunities
• Developing Strategies
• Convincing People
• Cross-selling
• Risk awareness
• Articulating Information
• Exploring Possibilities
• Making Decisions
• Providing Insights
• Meeting Timescales
• Pursuing Goals
• Technical Retail Acumen
• Prospecting skills
• Cold calling skills

If you meet ALL of the above requirements and have ALL the above-required skills/qualifications please send your CV to

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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