Business Development Consultant (CPT)

PPS

Beaufort West

On-site

ZAR 450,000 - 600,000

Full time

2 days ago

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Job summary

PPS is seeking a seasoned insurance sales professional to operate in a driven environment, managing and growing a portfolio of Personal and Commercial Lines through intermediaries. You will build strong relationships with partners and clients while meeting profitability targets.

The role requires FAIS compliance, RE5, matric, and at least 5 years in Personal and Commercial Lines sales, with 10+ years preferred.

Qualifications

Matric is required and insurance-related qualifications with up-to-date CPD.
FAIS compliance with 60 credits Commercial Lines and 30 credits Personal Lines.
RE 5 and a valid driver's license.
At least 5 years Personal Lines and Commercial Lines experience in a sales environment; 10+ years preferred.

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

Insurance sales

Portfolio management

Underwriting principles

Policy interpretation

Intermediary relations

MS Office

Education

Matric

CPD & insurance qualifications

FAIS Compliance (60 credits Commercial Lines & 30 credits Personal Lines)

RE5

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

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