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Business Development Consultant - Cape Town Mmh250801-12

Momentum

Cape Town

On-site

ZAR 300 000 - 400 000

Full time

Today
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Job summary

A leading insurance firm in South Africa is looking for Business Development Consultants who are committed and results-oriented. The role involves generating leads, achieving sales targets in personal and commercial lines, and requires a minimum of three years' experience in short term insurance. Ideal candidates will have strong sales and communication skills, and must possess their own transport. Join a dynamic team focused on driving business success.

Qualifications

  • Minimum of 3 years' experience in selling short term insurance.
  • All required regulatory exams and accreditation.
  • Must have own transport and a valid driver's license.

Responsibilities

  • Source sufficient lead generating opportunities.
  • Minimum requirement of 8.5 written policies per month.
  • Conduct needs analysis with prospective clients.

Skills

Sales skills
Communication skills
Networking skills
Computer skills

Education

Matric / Grade 12
FAIS Credits

Tools

Microsoft Excel
Microsoft PowerPoint
Social Media
Job description
Role Purpose

Business Development Consultants are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.

Requirements
  • Matric / Grade 12
  • FAIS Credits (min 30 credits in short term insurance if date of first appointment is before)
  • or if date of first appointment is on or after 01 / 01 / , a full recognised qualification as per the FSCA qualification list
  • FAIS Regulatory examination for Representatives (RE5)
  • 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
  • Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
  • All required regulatory exams and accreditation
  • Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
  • Social media presence and an ability to use social media as a networking tool
  • Candidate must have his own transport (reliable vehicle) and driver's license
Duties and Responsibilities
  • Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline
  • Minimum requirement of 8.5 written policies per month
  • Maintain and update your Lead Generation Matrix on a weekly basis
  • A BDC is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
  • Perform in line with business expectations on agreed key performance areas.
  • Keep up to date and fully informed on product comparisons with opposition products.
  • Be proficient in the Momentum Insure product and stay abreast of all the product changes and enhancements.
  • Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
  • Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas
  • Maintain the required dress code and professional appearance
  • Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.
  • As an applicant, please verify the legitimacy of this job advert on our company career page
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