Business Development Specialist – Insurance / Financial Services

Sapientis Talent Management Pty. Ltd.; Johannesburg, Cape Town; Hybrid; ZAR 200,000 - 300,000; Full time

Job summary

A prominent financial services firm is seeking a Business Development / Sales Specialist in Johannesburg or Cape Town. The ideal candidate will have a degree in Sales or Marketing and experience in financial services. Responsibilities include driving sales initiatives, collaborating with Business Development Managers, and delivering exceptional service to clients. Competitive compensation and growth opportunities available.

Benefits

Competitive compensation package

Opportunities for professional growth

Collaborative work environment

Qualifications

• 3+ years of experience in the financial services industry.
• 2 or more years of experience in sales, administration, or customer services.
• Solid knowledge of the financial services industry and insurance products.

Responsibilities

• Collaborating with Business Development Managers to drive sales initiatives.
• Delivering service to advisers and partners to meet their needs.
• Preparing reports on business performance and compliance.

Skills

Communication skills

Interpersonal skills

Sales techniques

Education

Degree in Sales, Marketing, Management or related

Tools

MS Office (Word, Excel, PowerPoint)

Job description

A fast-growing player in the long term insurance industry, known for their commitment to excellence and innovation is currently seeking a Business Development / Sales Specialist to join their dynamic team. This is a fantastic opportunity to work with Independent Financial Advisers (IFAs) as well as non-advised clients to drive sales initiatives and achieve business targets.

Our client is performance driven, boasts a dedicated and experienced team, encourages flexibility, offers generous bonuses, and provides opportunities for continuous learning and career advancement.

You will meet the following Requirements:

• Degree in Sales, Marketing, Management or related
• Experience in financial services / long term benefits / insurance sectors is a must
• Solid knowledge of the financial services industry and insurance products.
• 3+ years of experience in the financial services industry.
• 2 or more years of experience in sales, administration, or customer services.
• Proficiency in MS Office tools (Word, Excel, PowerPoint).
• Strong interpersonal and communication skills, with the ability to effectively collaborate with various stakeholders.

Responsibilities will include:

• Collaborating with Business Development Managers to execute lead generation and sales campaigns that drive revenue growth.
• Delivering exceptional service to valued advisers and business partners, ensuring their needs are met promptly and professionally.
• Providing crucial support to the team responsible for producing quotes for advisers and direct clients.
• Preparing detailed reports on business performance, maintaining accurate records, and ensuring compliance with company policies.
• Offering and maintaining management information to measure the success of our initiatives and develop strategic actions.
• Communicating effectively with internal and external stakeholders to ensure seamless operations.
• Building your knowledge and experience with the goal of advancing to a Business Development Manager role.

Why apply for this role:

• Competitive compensation package.
• Opportunities for professional growth and career advancement.
• A collaborative and supportive work environment.
• The chance to make a significant impact on clients’ financial well-being.

Location: Option to work in Johannesburg, or Cape Town, South Africa

This is an outstanding opportunity for a passionate business development / sales professional to • be part of a team that’s shaping the future of financial services. To apply, please send a detailed CV to [e-mail](Reference BDA_TJ_WP)

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