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  • New Business Development Consultant - Durban - Talented Recruitment

    Talented Recruitment
    Talented Recruitment Durban

    3 weeks ago

    Default job background
    Description

    Job Summary:

    The ideal candidate will be responsible for identifying and developing new business opportunities within the insurance sector, building strong client relationships to drive sales growth, and providing tailored financial planning solutions to clients.

    Key Responsibilities:

    • New Business Development:
    • Identify and develop new business opportunities within the insurance sector by analyzing market trends and client needs.
    • Build and maintain strong relationships with existing clients to drive sales growth through proactive communication and customized solutions.
    • Develop a deep understanding of client needs and preferences to tailor financial planning solutions effectively.
    • Financial Planning:
    • Provide comprehensive financial planning advice to clients, utilizing expertise in insurance products and wealth management strategies.
    • Collaborate with clients to establish clear financial goals and objectives, and develop personalized plans to achieve them.
    • Technical Skills:
    • Demonstrate proficiency in using various insurance websites and quote packages, including Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife, and Liberty.
    • Utilize Zoho Office and Atwork CRM System to manage client data and processes efficiently.
    • Professional Qualifications:
    • Possess a RE5 qualification (required) and relevant industry certifications.
    • Demonstrate a commitment to ongoing learning and professional development, with a goal of becoming a CFP professional financial advisor.
    • Maintain up-to-date knowledge of industry standards, regulations, and best practices.
    • Personal Qualities:
    • Exhibit a high level of professionalism, integrity, and discretion when dealing with sensitive client information.
    • Demonstrate excellent organizational skills, attention to detail, and ability to prioritize tasks effectively.
    • Show a self-motivated and proactive approach to work, with a willingness to go above and beyond to ensure client satisfaction.

    Requirements:

    • Proven experience in the insurance industry, with a minimum of 3 years experience.
    • Wealth management experience is highly desirable.
    • NQF level 5 Wealth management or Financial Planning credits required.
    • Bursary funding available for further studies.
    • A valid driver's license is essential.
    • Ability to learn quickly and adapt to a fast-paced environment.
    • Excellent communication and interpersonal skills are essential for success in this role.

    This is an exciting opportunity for a talented individual to join our team at Talented Recruitment and take their career to the next level. If you have a passion for the insurance industry and a desire to deliver exceptional results, we encourage you to apply.


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