New Business Consultant: Risk Advisor

SUMMARY:
Our client, a Financial Services Provider based in Randburg is looking for a Business Consultant: Risk Advisor to join their team.

POSITION INFO:

Job Purpose:                    

To actively pursue the growth of the company by writing new business and maintaining the new and existing book of business.   

Education Requirements                           

• Matric / Grade 12/ Equivalent
• FSCA Approved qualification (150 FAIS Credits)

Knowledge Requirements                         

• Be experienced in both commercial and personal insurance
• Legislative framework of the Financial Services Industry
• Insurance Principles
• Short-term insurance product knowledge
• System knowledge will be an advantage
• Computer Skills

Other Requirements                    

• Valid driver’s license 
• Own transportation

Preferred work experience                       

• 2 years + experience working in Short-term Insurance (personal lines and commercial lines)

Personal Qualities & Skills                         

• Honesty, Integrity
• Work ethic
• Teamwork
• Flexibility/Adaptability
• Self-reliance
• Eagerness to learn
• Dependability
• Problem solving
• Ability to work under pressure and work with multiple clients and tasks at the same time
• Time management
• Attention to detail
• Strong verbal and written communication
• Assertive

Key Performance areas  / Key Performance Outputs

• New Business / Lead generation              
• Identify and develop profitable business opportunities
• Obtain and provide quotes to prospective clients 
• Provide suitable advice and intermediary services to clients
• Keep clients informed at all times on the progress of their interaction with you and the company
• Ability to work with private individuals and top management of commercial / corporate companies

• Existing Portfolio            
• Provide suitable advice and intermediary services to clients
• Pro-actively manage the client portfolio, ensuring continuity and compliance to the mandate and Company and Industry policies, procedures, and requirements
• Review policy needs of existing clients, make suitable recommendations based on the needs identified
• Obtain and provide quotes to existing clients 
• Provide suitable advice and intermediary services 
• Keep clients informed at all times on the progress of their interaction with you and the company

• Compliance & Reporting              
• Maintain best practice standards and comply with all present and future statutory and regulatory requirements for the Financial Services Industry including record keeping
• Provide weekly and monthly reports to management

• Market the “firm”                          
• Promote all the available services offered by the Company

• Client relationship Management
• Engage with clients to identify their needs and source suitable insurance products
• Develop strong client relationships to enhance and increase sales potential 
• Grow income by providing pro-active and excellent service
• Teamwork & leadership               
• Provide guidance to new business and claims assistants
• Provide regular feedback to clients regarding their claims

Key Performance Indicators

• Revenue per client
• Client retention rate
• Portfolio managed profit margin

Should you not receive a response from us within one week of your application, your application has unfortunately not been successful.

You can visit our website for more vacancies: www.wePlace.co.za / Facebook page @wePlace / LinkedIn www.linkedin.com/company/wePlace/

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