Business Development Consultant

2 weeks ago

Sandton, South Africa Career Circuit Full time

QUALIFICATIONS:

Matric/Grade 12.


FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first 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.

RE - FAIS Regulatory examination for Representatives not applicable for applicants with no STI sales experience.


18 CPD points if registered for two Classes of Business (Personal plus Commercial) 12 CPD (continuous professional development) points If you are registered for one Class of Business (Personal or Commercial) not applicable for applicants with no STI sales experience.


EXPERIENCE:

Proven experience in FACE-TO-FACE SALES experience.

  • 3 years' DIRECT SALES EXPERIENCE selling short term insurance either as a Broker Agent or Tied Agent, Alternatively, must have SOLID DIRECT SALES EXPERIENCE.


A minimum of 2 years experience GENERATING LEADS and CONVERTING THEM INTO SALES (prospecting / cold calling) - managing lead generation process.

Ability to work under pressure and MEET TARGETS.

ADDITIONAL REQUIREMENTS:


This role is both in office & on the road and successful applicant must be prepared & willing to travel to client sites for meetings, will be required to be in the office daily for the first 3 6 months.

Must be prepared and willing to travel to client sites for meetings.

Responsibilities and work outputs for Business Development Consultants (PERSONAL LINES):
Source lead generating opportunities to ensure a minimum of 10 client quotes per week and 40 per month.

Minimum requirement of 10 premium adjusted policies (net of claw backs) 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.

Sign up a minimum of 5 active lead referral agents.

Generate interest for and introduce other Momentum Insure specialists to prospects where appropriate.

Meet all KPl's as laid down by Momentum 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.

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.

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