- Source at least 100 lead-generating opportunities per month, primarily on Commercial Insurance.
- Maintain and update your Lead Generation Matrix on a weekly basis.
- Arrange meetings with clients for needs analysis and professional advice.
- Manage the lead generation process, including presentations and communication with staff.
- Complete weekly reports reflecting leads, quotes, sales, and other pertinent information.
- Stay informed on product comparisons with opposition products.
- Keep up-to-date with all product changes.
- Generate interest for and introduce other specialists to prospects where appropriate.
- Meet key performance indicators (KPIs) as laid down by our client.
- Ensure compliance with regulations and standards of all Insurance regulations and professional guidelines.
- Meet the Fit and Proper requirements as set out in the FAIS codes of conduct.
- Achieve continuing professional development objectives as required by the industry.
- Maintain skills and knowledge to provide specialist, professional financial advice in all relevant business areas.
- Matric/Grade 12.
- FAIS Credits or a full recognised qualification as per the FSCA qualification list.
- FAIS Regulatory examination for Representatives (RE5).
- CPD points.
- Minimum three years sales experience, preferably in the short-term industry.
- Own transport and valid driver's license.
- Drive and initiative.
- Resilience.
- Negotiating skills.
- Commitment.
- Self-development.
- Skills development.
- Product knowledge.
- Competitor knowledge.
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Description
Commercial Business Development Consultant
We are seeking a committed, driven and results-oriented adviser to join our team. The ideal candidate will be able to work independently as well as in a team environment, writing business in accordance with targets laid down by our client.
Main Responsibilities:
Requirements:
Competencies Required:
Estimated Salary: R500,000 - R700,000 per annum
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