Enable job alerts via email!
A local insurance consultancy in Pietermaritzburg is seeking a consultant to generate leads and provide professional advice on insurance products. Responsibilities include ensuring client quotes, maintaining a lead generation matrix, and complying with insurance regulations. Strong sales skills and technical acumen are essential. This position offers an opportunity for professional development in a dynamic environment.
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 the client to conduct a proper needs analysis and offer professional advice.
Sign up a minimum of 5 active lead referral agents.
Complete weekly reports reflecting leads, quotes, sales, source of leads, average premium, total premium, and other pertinent information as required.
Stay up to date with product comparisons against opposition products, including changes and enhancements.
Ensure compliance with all insurance regulations, professional guidelines, and ethical standards.
Maintain appropriate skills and knowledge to provide professional, specialist advice across relevant business areas.
Maintain the required dress code and professional appearance.