Business Development Consultant

4 weeks ago

Cape Town, South Africa Staff Solutions Full time

**Western Cape**, Cape Town**

**Negotiable - Negotiable Monthly Cost To Company (Market related)**

**Our client who is in the Healthcare and Financial Services Sector requires Business Development Consultants to join their team in Cape Town.**

**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**
- **Once a quote is requested the consultant must contact the client in order to conduct a proper needs analysis and offer**

**professional advice**
- **Keep up to date and fully informed on product comparisons with opposition products**:

- **Stay abreast of product changes and enhancements**:

- **Sign up a minimum of 5 active lead referral agents**:

- **Generate interest for and introduce other specialists to prospects where appropriate**:

- **Meet all KPl's as laid down 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 and requirements**:

- **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 recognized 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' 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’ experience sourcing own new business leads in a client-facing environment [managing lead**

**generation process]**

**Must be prepared and willing to travel to client sites for meeting**
- For more information please contact:
**Chane Tessner

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