Business Consultant

PPS; Bloemfontein; On-site; ZAR 360,000 - 520,000; Full time

Job summary

PPS in Bloemfontein seeks an experienced insurance sales professional to grow and manage a portfolio through intermediaries and clients. You will analyze, interpret data, report weekly activities, and drive growth in Personal and Commercial Lines with a focus on service and profitability.

Requirements include Matric, FAIS compliance, RE5, CPD, 5+ years of Personal & Commercial Lines sales experience, and a valid driver's license.

Qualifications

• Matric
• Minimum Insurance-related qualifications and up to date CPD
• FAIS Compliance – (60 credits Commercial Lines & 30 credits Personal Lines)
• RE 5
• Driver’s Licence

Responsibilities

• To manage and grow a portfolio of business through analysis, interpretation and decision-making while building effective relationships with business partners both internally and externally.
• Detailed weekly activity reporting
• Have regular meetings with intermediaries to drive growth, provide portfolio feedback and attend to possible concerns.
• To represent and promote PPS through marketing activities to intermediaries and clients.
• Invite intermediaries to forums and information sessions to strengthen your relationship (including assisting with hosting and presenting at events).
• To operate and excel in a niche target market environment.

Skills

Communication skills

Interpersonal skills

Problem solving

Attention to detail

Collaboration

Customer focus

Sales orientation

Relationship building

Education

Matric

FAIS CPD qualifications

RE 5

Driver’s License

Tools

MS Word

MS Excel

PowerPoint

Job description

Job Description

The main purpose of this job is to operate in a driven sales environment through third party selling. The building and maintenance of excellent relationships to achieve organic and new business growth in alignment with contracted volume & profitability targets are essential.

Job Description

The main purpose of this job is to operate in a driven sales environment through third party selling. The building and maintenance of excellent relationships to achieve organic and new business growth in alignment with contracted volume & profitability targets are essential.

Requirements

Education

• Matric
• Minimum Insurance-related qualifications and up to date CPD
• FAIS Compliance – (60 credits Commercial Lines & 30 credits Personal Lines)
• RE 5
• Driver’s License

Experience

• At least 5 years Personal Lines and Commercial Lines experience in a Sales Environment. More than 10 years is preferred

Duties and Responsibilities

• To manage and grow a portfolio of business through analysis, interpretation and decision-making while building effective relationships with business partners both internally and externally.
• Detailed weekly activity reporting
• Have regular meetings with intermediaries to drive growth, provide portfolio feedback and attend to possible concerns.
• To represent and promote PPS through marketing activities to intermediaries and clients.
• Invite intermediaries to forums and information sessions to strengthen your relationship (including assisting with hosting and presenting at events).
• To operate and excel in a niche target market environment.

Knowledge And Skills

• General Short-Term Insurance technical product knowledge is required
• Experience in maintaining and growing a profitable portfolio of Commercial and Personal Lines Insurance through sales, underwriting and retention
• A good understanding of underwriting principles and knowledge
• Computer literacy (MS Word, Excel & PowerPoint)
• Understand and interpret policy wordings against claims situations.

Competencies

• Excellent communication skills (written and verbal)
• Excellent inter-personal and problem-solving skills
• Attention to detail
• Driven to achieve results
• Collaboration
• Emotional Wisdom
• Change Navigation
• Innovative Orientation
• Planning and Organising
• Problem Solving / Decision Making
• Customer Focus