- Source lead opportunities to be able to quote at least 100 prospects monthly
- Maintain and update Lead Generation Matrix weekly
- Conduct one-on-one meetings with clients for needs analysis
- Manage lead generation process through various activities
- Provide regular reports on leads, quotes, sales, and other relevant information
- Stay informed on product comparisons and changes
- Introduce specialists to prospects as needed
- Meet set KPIs and regulatory standards
- Continue professional development as required
- Adhere to professional guidelines and ethics
- Maintain appropriate skills and knowledge for financial advice
- Matric/Grade 12
- FAIS Credits
- FAIS Regulatory examination for Representatives (RE5)
- CPD points
- Minimum of three years sales experience in short-term insurance
- Own transport and license required
- Drive and initiative
- Resilience
- Negotiating skills
- Commitment
- Self-development
- Skills development
- Product knowledge
- Competitor knowledge
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Business Development Consultant - Gqeberha, South Africa - abc
Description
Business Development Consultant - Port Elizabeth
Looking for dedicated Business Development Consultants who enjoy working independently as well as part of a team. The role involves meeting sales targets set by our client and sourcing leads, with a primary focus on Commercial Insurance. Building relationships with colleagues in other divisions is also key to ensure a steady flow of leads.
Main Responsibilities:
Qualifications and Experience:
Competencies required: