Business Development Consultant- East London Mmh231024-13

Momentum; East London; On-site; ZAR 10,000 - 240,000; Full time

Job summary

An established industry player seeks driven Business Development Consultants who excel in motor and household domestic insurance. This role requires a results-oriented individual capable of generating leads and providing professional advice to clients. With a focus on meeting targets, you'll engage with clients to conduct needs analyses and maintain compliance with industry regulations. If you have a passion for sales and a proven track record in insurance, this opportunity offers a dynamic environment to thrive and succeed.

Qualifications

• Minimum 3 years' experience in short term insurance sales.
• FAIS regulatory exams and accreditation are mandatory.

Responsibilities

• Source leads to ensure 10 client quotes per week.
• Complete weekly reports on leads, quotes, and sales.

Skills

Sales Skills

Communication Skills

Client Needs Analysis

Lead Generation

Professional Advice

Education

Matric / Grade 12

FAIS Credits

FAIS Regulatory Examination (RE5)

Continuous Professional Development (CPD)

Job description

Role Purpose

Business Development Consultants are committed, driven, results-oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI).

Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements

1. Matric / Grade 12
2. FAIS Credits (min 30 credits in short term insurance if date of first appointment is before [insert date]); or if date of first appointment is on or after 01/01/[insert year], a full recognised qualification as per the FSCA qualification list
3. FAIS Regulatory examination for Representatives (RE5)
4. 12 CPD (continuous professional development) points
5. Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
6. Call center agents not preferred unless they have a minimum of 5 years' experience
7. All required regulatory exams and accreditation
8. One year's proof of commission earnings (minimum R10,000.00 pm)
9. Candidate must have his own transport (CAR) and license

Duties and Responsibilities

1. Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
2. Minimum requirement of 8.5 written policies per month
3. Maintain and update your Lead Generation Matrix on a weekly basis
4. Once a quote is requested, the consultant must contact the client in order to conduct a proper needs analysis and offer professional advice
5. Sign up a minimum of 5 active lead referral agents
6. Complete weekly reports that reflect leads, quotes, and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
7. Keep up to date and fully informed on product comparisons with opposition products
8. Stay abreast of MI product changes and enhancements
9. Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
10. Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
11. Maintain the required dress code and professional appearance