Business Development Consultant - East London Mmh250801-14

Momentum; East London; On-site; ZAR 180 000 - 300 000; Full time

Job summary

A major insurance company in South Africa is seeking a committed Business Development Consultant to generate leads and sell insurance products. Candidates should have at least 3 years of experience in the industry, relevant qualifications, and good computer skills. The role involves maintaining a pipeline of clients and ensuring compliance with industry regulations. A reliable vehicle is required.

Qualifications

• Minimum of 3 years' experience in selling short-term insurance.
• All required regulatory exams and accreditation.
• Reliable vehicle and driver's license.

Responsibilities

• Source lead generating opportunities for income.
• Minimum of 8.5 written policies per month.
• Conduct comprehensive needs analysis with clients.
• Maintain the Lead Generation Matrix weekly.
• Keep informed on product comparisons with competitors.
• Stay updated on Momentum Insure product changes.
• Ensure compliance with regulations and professional guidelines.

Skills

Computer skills (Calendar management, Excel, Power Point, MS Word)

Social media presence

Education

Matric/Grade 12

FAIS Credits

FAIS Regulatory examination for Representatives (RE5)

CPD points (12 or 18, depending on registration)

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 2010); or if date of first appointment is on or after 01/01/2010, 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.

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