New Business Development Consultant

3 weeks ago


Durban, KwaZulu-Natal, South Africa Talented Recruitment Full time
Key Responsibilities:
  • Identify and develop new business opportunities within the insurance sector.
  • Build and maintain strong client relationships to drive sales growth.
  • Provide tailored financial planning solutions to clients.
  • Utilize Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages effectively.
  • Manage client data and processes using Zoho Office and Atwork CRM System.
  • Ensure accuracy in client documentation and compliance with industry standards.
  • Demonstrate an in-depth understanding of insurance products and financial planning solutions.
Key Requirements:
  • Proven experience in the insurance industry. Minimum 3 years experience.
  • RE5 qualification (required).
  • Wealth management experience
  • Proficiency in using Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages.
  • Strong knowledge of Zoho Office, Atwork, and Microsoft Office Suite.
  • Class off Business exams done.
  • NQF level 5 Wealth management or Financial Planning credits required.
  • Looking to study further to become a CFP professional financial advisor.
  • Bursary funding available.
  • Detail-oriented with excellent organizational skills.
  • Self-motivated, proactive, and capable of taking initiative.
  • Ability to learn quickly and adapt to a fast-paced environment.
  • Willingness to go the extra mile to ensure client satisfaction.


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