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Business Development Consultant- Port Elizabeth MMH231024-12

Momentum

Gqeberha

On-site

ZAR 300,000 - 400,000

Full time

3 days ago
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Job summary

A financial services provider is looking for committed Business Development Consultants in Gqeberha. Candidates should have 3+ years in short term insurance sales, be results-driven, and able to work independently as well as have their own transport. This position requires generating leads and providing professional insurance advice, aligning with specified targets and regulations.

Qualifications

  • Minimum of 3 years' experience in selling short term insurance.
  • Candidate must have their own transport and license.
  • 12 CPD points are required.

Responsibilities

  • Source lead generating opportunities to ensure client quotes.
  • Sign up a minimum of 5 active lead referral agents.
  • Complete weekly reports on leads, quotes, and sales.

Skills

Results-oriented
Teamwork
Lead generation
Professional advice

Education

Matric/Grade 12
FAIS Credits (30 credits in short-term insurance)
FAIS Regulatory examination for Representatives (RE5)
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 Insure. Business Development Consultants advise primarily on motor and household domestic insurance.

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
  • Minimum of 3 years\' experience in selling short term insurance either as a broker agent or tied agent
  • Call center agents not preferred unless they have a minimum of 5 years\' experience
  • All required regulatory exams and accreditation
  • One year\'s proof of commission earnings (minimum R10 000.00 pm)
  • Candidate must have his own transport (CAR) and license
Duties and Responsibilities
  • Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
  • Minimum requirement of 8.5 written policies per month
  • Maintain and update your Lead Generation Matrix on a weekly basis
  • Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
  • Sign up a minimum of 5 active lead referral agents
  • 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
  • Keep up to date and fully informed on product comparisons with opposition products
  • Stay abreast of Momentum Insure 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 appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
  • Maintain the required dress code and professional appearance

All positions will be filled in accordance with our Employment Equity plan. We also encourage people with disabilities to apply.

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