Commercial Business Development Consultants

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

Job summary

A leading insurance firm is looking for a committed and results-oriented Commercial Business Development Consultant in Pretoria, South Africa. This role involves generating leads, achieving sales targets, and managing client relationships within commercial insurance. Candidates should have a Matric qualification, FAIS certification, and at least three years of sales experience in the short-term industry. A valid driver's license and personal transport are required. Competitive compensation and growth opportunities are part of the package.

Qualifications

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

Responsibilities

• Source sufficient lead generating opportunities to meet sales targets.
• Manage the lead generation process including presentations and consultations.
• Complete weekly reports on leads, quotes, and sales.

Skills

Drive and initiative

Resilience

Negotiating skills

Commitment

Self-development

Skills development

Product knowledge

Competitor knowledge

Education

Matric / Grade 12

FAIS Credits (30 credits in short term insurance)

FAIS Regulatory examination for Representatives (RE5)

CPD (continuous professional development) points

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 BDC's 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 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 KPl's 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 ); or if date of first appointment is on or after 01 / 01 / , 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