Manager, Risk & Governance

Würth; Gauteng; On-site; ZAR 10,000 - 240,000; Full time

Job summary

An established industry player is seeking a driven Business Development Consultant to join their dynamic team in Centurion. This role involves advising clients on motor and household domestic insurance while achieving set targets. The ideal candidate will have a strong background in short-term insurance sales, excellent communication skills, and the ability to work independently as well as collaboratively. If you are passionate about helping clients achieve their financial goals and have the experience to back it up, this is an exciting opportunity to make a significant impact in a rewarding environment.

Qualifications

• Minimum 3 years' experience in selling short term insurance.
• FAIS Regulatory examination and necessary qualifications are required.

Responsibilities

• Source leads to ensure 10 client quotes per week.
• Complete weekly reports reflecting leads, quotes, and sales.

Skills

Sales Skills

Risk Awareness

Cross Selling

Technical Retail Acumen

Education

Matric / Grade 12

FAIS Credits

FAIS Regulatory Examination (RE5)

12 CPD Points

Job description

Closing Date: 03/06

Reference Number: MMH-7

Job Title: Business Development Consultant - Centurion

Position Type: Permanent

Role Family: Sales

Cluster: Momentum Insure Company Limited

Remote Opportunity: Some of the time

Location: Centurion, Gauteng, South Africa

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them, and invest for the future.

We help companies and organisations care for and reward their employees and members.

Through our own network of advisers or via independent brokers and utilising new platforms, Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.

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

Role Purpose

Business Development Consultants are committed, driven, results-oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI).

Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements

1. Matric / Grade 12
2. FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 01/01/XXXX); or if date of first appointment is on or after 01/01/XXXX, a full recognised qualification as per the FSCA qualification list
3. FAIS Regulatory examination for Representatives (RE5)
4. 12 CPD (continuous professional development) points
5. Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
6. Call center agents not preferred unless they have a minimum of 5 years' experience
7. All required regulatory exams and accreditation
8. One year's proof of commission earnings (minimum R10,000 pm)
9. Candidate must have their own transport (CAR) and license

Duties & Responsibilities

1. Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
2. Minimum requirement of 8.5 written policies per month
3. Maintain and update your Lead Generation Matrix on a weekly basis
4. Once a quote is requested, the consultant must contact the client in order to conduct a proper needs analysis and offer professional advice
5. Sign up a minimum of 5 active lead referral agents
6. 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
7. Keep up to date and fully informed on product comparisons with opposition products
8. Stay abreast of MI product changes and enhancements
9. Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
10. Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
11. Maintain the required dress code and professional appearance

Competencies

1. Technical Retail Acumen
2. Retail Sales Skills
3. Risk awareness
4. Cross selling