Commercial Business Development Consultants

ABC Worldwide; George; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading insurance consultancy seeks a Commercial Business Development Consultant to generate leads and achieve sales targets primarily on Commercial Insurance in George, Western Cape. The candidate must possess strong sales experience, a Matric qualification, and be compliant with regulatory requirements. Responsibilities include sourcing 100 prospects monthly, conducting client needs analyses, and maintaining thorough reporting. This full-time position demands initiative, negotiation skills, and the ability to drive business growth.

Qualifications

• Minimum of three years sales experience preferably in the short-term industry.
• Candidate must have his own transport (CAR) and licence.

Responsibilities

• Source sufficient lead generating opportunities to quote at least 100 prospects monthly.
• Conduct proper needs analysis and offer professional advice to clients.
• Complete weekly reports reflecting leads, quotes, and sales.

Skills

Business Development

Sales Experience

Direct Sales

B2B Sales

Negotiation

Lead Generation

Education

Matric / Grade 12

FAIS Credits (30 credits)

FAIS Regulatory examination for Representatives (RE5)

CPD points

Tools

Salesforce

Job description

Commercial Business Development Consultants are committed driven results oriented advisers who can work on their own as well as in a team environment writing business in accordance with targets laid down by our client. Commercial Business Development Consultants will be expected to source leads and achieve sales targets primarily on Commercial Insurance. Commercial Business Development Consultants will be expected to build relationships with Personal lines BDCs and employees within other divisions to ensure that these areas become a lead source for commercial.

Main Responsibilities

• Source sufficient lead generating opportunities to ensure that you can quote at least 100 prospects per month
• Maintain and update your Lead Generation Matrix on a weekly basis
• Once a quote is requested the consultant must arrange a one-on-one meeting with the client to conduct a proper needs analysis and offer professional advice
• Manage the lead generation process which includes group presentations one on one consultations ensuring regular communication with staff participation in corporate events advertising and general relationship building
• 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
• Ensure that you are up to date with all own product changes
• Generate interest for and introduce other specialists to prospects where appropriate
• Meet all KPls as laid down by our client for BDCs
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
• Meet the Fit and proper requirements as always set out in the FAIS codes of conduct
• Meet continuing professional development objectives as required by the industry
• Maintain appropriate skills and knowledge to provide specialist professional financial advice in all relevant business areas
• Maintain the required dress code and professional appearance

Qualifications and Experience

• 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)
• CPD (continuous professional development) points
• Minimum of three years sales experience preferably in the short-term industry with payslips as proof of previous commission earned
• Candidate must have his own transport (CAR) and licence

Competencies Required

• Drive and initiative
• Resilience
• Negotiating skills
• Commitment
• Self-development
• Skills development
• Product knowledge
• Competitor knowledge

Key Skills

• Business Development
• Sales Experience
• Direct Sales
• B2B Sales
• Marketing
• Sales Pipeline
• Salesforce
• Strategic Planning
• Enterprise Sales
• negotiation
• Lead Generation
• Contracts

Employment Information

• Employment Type: Full Time
• Experience: years
• Vacancy: 1