OUR BLUE CHIP CLIENT WHO OPERATES IN THE FINANCIAL, INSURANCE & HEALTHCARE WELLNESS SPACE FOR INDIVIDUALS, FAMILIES AND BUSINESSES;
IS CURRENTLY LOOKING TO EMPLOY A COMMERCIAL BUSINESS DEVELOPMENT CONSULTANT.
THIS POSITION WILL BE BASED IN CAPE TOWN.
Purpose of the position :
Business Development Consultants (BDCs) 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 the company.
Commercial BDCs will be expected to source leads and achieve sales targets primarily on Commercial Insurance.
Commercial BDCs will be expected to build relationships with Personal lines BDCs and employees within other company divisions to ensure that these areas become a lead source for the Commercial department.
Commercial BDCs are also expected to introduce other specialist advisers from the company where appropriate.
Experience and Qualifications
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)
If you are registered for one Class of Business (Personal or Commercial) you are required to have 12 CPD (continuous professional development) points.
If you registered for two Classes of Business (Personal plus Commercial), you required to have 18 CPD points.
2 - 3 years'' experience in selling short term insurance either as a broker agent or tied agent, alternatively must have solid sales experience.
Proven sales track record
Candidate must have his own transport (CAR) and license
Source sufficient lead generating opportunities to ensure a minimum of 20 quotes per month
Minimum requirement of 6 written policies per month
Maintain and update your Lead Generation Matrix on a weekly basis
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
Once a quote is requested the consultant must contact the client in order to conduct a proper needs analysis and offer professional advice
Keep up to date and fully informed on product comparisons with opposition products
Stay abreast of company product changes and enhancements
Generate interest for and introduce other company specialists to prospects where appropriate
Meet all KPl''s as laid down by company
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
Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times
Meet continuing professional development objectives as required by the industry
Maintain the required dress code and professional appearance
Client focused / client centric
Interacting with People
Technical Retail Acumen
Cold calling skills
Please consider your application unsuccessful should you not receive a response within 2 weeks of applying.