Business Development Consultant (CPT)

Pivot Services; Cape Town; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Pivot Services is seeking a dynamic insurance sales professional to manage and grow a portfolio of Personal and Commercial Lines. You will analyse data, interpret trends and make decisions to promote profitable growth while building strong relationships with clients and intermediaries.

The role requires FAIS compliance, RE5, and up-to-date CPD, as well as Matric and a valid driver’s license. At least 5 years in a sales environment is expected, with 10+ years preferred for leadership potential.

Qualifications

• Matric with up-to-date CPD in insurance.
• FAIS Compliance – 60 credits Commercial Lines & 30 credits Personal Lines.
• RE 5 requirement.
• Driver’s license required.

Responsibilities

• Manage and grow a portfolio of business through analysis, interpretation and decision-making.
• Build effective relationships with business partners and intermediaries.
• Drive growth and represent PPS through marketing activities to intermediaries and clients.
• Attend forums and information sessions to strengthen relationships.

Skills

Insurance knowledge

Relationship management

Sales experience

Education

Matric

FAIS Compliance

RE 5

Driver's License

Job description

About the Role

The building and maintenance of excellent relationships to achieve organic and new business growth in alignment with contracted volume & profitability targets are essential.

Key Responsibilities

• To manage and grow a portfolio of business through analysis, interpretation and decision-making while building effective relationships with business partners both interna... - 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

Qualifications and Experience

• 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
• At least 5 years Personal Lines and Commercial Lines experience in a Sales Environment.
• More than 10 years is preferred - Experience in maintaining and growing a profitable portfolio of Commercial and Personal Lines Insurance through sales, underwriting and rete...