Short-Term Insurance Growth Specialist

Boardroom Appointments; Polokwane; On-site; ZAR 300,000 - 480,000; Full time

Job summary

Boardroom Appointments is seeking a Business Development Consultant in South Africa to drive sales of short-term insurance. You will generate leads, conduct needs analyses with clients, and provide professional advice while maintaining regulatory compliance.

You will also prepare weekly performance reports, stay informed about product changes, and ensure ethical standards across all interactions with customers and partners.

Qualifications

• Matric/Grade 12 is required.
• Full FSCA qualification as per the FSCA list is required.
• FAIS RE5 regulatory examination.
• 12 CPD points are required.
• Minimum 3 years experience in selling short-term insurance.
• All regulatory exams and accreditation must be current.
• Must have own vehicle and valid license.

Responsibilities

• Source sufficient lead-generating opportunities to meet targets.
• Contact clients to conduct needs analysis and offer professional advice.
• Complete weekly reports with leads, quotes, sales, premium metrics.
• Keep informed on product comparisons with competitors.
• Stay updated on company product changes and enhancements.
• Be compliant with all Insurance regulations and ethics.
• Maintain skills to provide specialist, professional advice across business areas.

Skills

Selling short-term insurance

Regulatory knowledge

Professional advice

Client communication

Education

Matric/Grade 12

FSCA qualification list (full recognized)

FAIS RE5

CPD 12 points

Tools

Own vehicle and driver's license

Job description

About the job Business Development Consultant

Business Development Consultant

• Matric/Grade 12
• Full recognized qualification as per the FSCA qualification list
• FAIS Regulatory Examination for Representatives (RE5)
• 12 CPD (Continuous Professional Development) points
• Minimum of 3 years experience in selling short-term insurance
• All required regulatory exams and accreditation
• Must have own vehicle and license

Responsibilities:

• Source sufficient lead-generating opportunities to ensure targets are met.
• Contact clients to conduct a needs analysis and offer professional advice.
• Complete weekly reports reflecting leads, quotes, sales, source of the leads, average premium, total premium, and any other pertinent information.
• Keep up to date and fully informed on product comparisons with opposition products.
• Stay abreast of company's product changes and enhancements.
• Be compliant with all Insurance regulations, professional guidelines, and ethics.
• Maintain appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.