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Corporate New Business Executive

4 weeks ago

Johannesburg, South Africa The Skills Mine Full time

Requirements: 

  • A minimum of 2 years short term insurance industry experience
  • Direct new business development experience preferred
  • Relevant financial or insurance related qualification preferred
  • Qualified FAIS representative for client advice (RE5) 

Responsibilities: 

  • Identify and arrange meetings with prospective new clients
  • Provide accurate information to clients through understanding the organization
  • Regular new client interactions and documented outcomes/discussions (New Business list)
  • Meeting FAIS requirements in terms of documentation and client record of advice
  • Manage and facilitate communication and co-operation with the relevant organizational team members to maximise the quality and probability of success in client pitches
  • Project manage all aspects of the new business process from lead generation to client pitch
  • Work with the relevant business to ensure the smooth onboarding and integration of the client into the organization
  • Working closely with the Marketing team to align the overall marketing strategy to the specific new business strategy