Business Development Consultant - Centurion Mmh250801-11

Momentum; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in Centurion is looking for a Short-Term Insurance Adviser. The role involves generating leads and providing professional advice to clients. Candidates should have at least 3 years of experience in short-term insurance, relevant regulatory qualifications, and proficiency in necessary tools like Excel and PowerPoint. This full-time position requires a commitment to compliance and professionalism.

Qualifications

• Minimum of 3 years' experience in short-term insurance sales.
• Registered for FAIS Regulatory examination for Representatives (RE5).
• Candidate must have own reliable vehicle and driver's license.

Responsibilities

• Source lead-generating opportunities for business.
• Conduct comprehensive needs analysis for clients.
• Maintain and update Lead Generation Matrix weekly.

Skills

Lead generation

Client needs analysis

Compliance with insurance regulations

Social media networking

Education

Matric / Grade 12

FAIS Credits (minimum 30 credits)

Tools

Excel

PowerPoint

MS Word

Job description

Momentum Centurion, Gauteng, South Africa Short-Term Insurance Adviser – Centurion (MMH ) Role Purpose Short-Term Insurance Advisers are committed, driven, results-oriented advisers who can work independently 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 (minimum 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 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, PowerPoint and MS Word Social media presence and an ability to use social media as a networking tool Candidate must have own 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 the Lead Generation Matrix on a weekly basis Conduct a comprehensive needs analysis with all prospective clients to discharge on their advisory 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 product changes and enhancements Operate in compliance with 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 Seniority Level Mid-Senior level Employment Type Full-time Job Function Sales and Business Development #J-
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