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Business Development Consultant- Port Elizabeth MMH250801-13

Momentum

Gqeberha

On-site

ZAR 300,000 - 400,000

Full time

4 days ago
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Job summary

A leading insurance company seeks a Business Development Consultant in Gqeberha. Responsibilities include sourcing leads, achieving sales targets, and providing professional advice on insurance products. Candidates must have 3+ years in short term insurance sales, relevant regulatory exams, and effective computer skills. Competitive candidates should also demonstrate a presence on social media for networking purposes.

Qualifications

  • Minimum of 3 years' experience in selling short term insurance.
  • All required regulatory exams and accreditation.

Responsibilities

  • Source lead generating opportunities.
  • Maintain 8.5 written policies per month.
  • Conduct comprehensive needs analysis with clients.
  • Stay informed on product comparisons.

Skills

Sales experience in short term insurance
Computer skills (Excel, PowerPoint, MS Word)
Networking using social media
Driving skills

Education

Matric/Grade 12
FAIS Credits (min 30 credits)
FAIS Regulatory examination (RE5)
12 CPD points

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

As an applicant, please verify the legitimacy of this job advert on our company career page.-261893061

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