Responsibilities and work outputs for Business Development Consultants :
Source sufficient lead generating opportunities to ensure a minimum of 10 client quotes per week and 40 per month
Minimum requirement of 11 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 product changes and enhancements
Sign up a minimum of 5 active lead referral agents
Generate interest for and introduce other specialists to prospects where appropriate
Meet all KPl's as laid down for BDCs
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
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 recognized qualification as per the FSCA qualification list not applicable for
applicants with no STI sales experience
FAIS Regulatory examination for Representatives (RE5) not applicable for applicants with no STI sales experience
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 not applicable for applicants with no STI sales experience
Experience
2 - 3 years' experience selling short term insurance either as a broker agent or tied agent, alternatively must have solid
sales experience.
Proven external / direct sales track record in a target driven environment
A minimum of 2 years experience sourcing own new business leads in a client-facing environment managing lead
generation process
Candidate must have his own transport (CAR) and license
Must be prepared and willing to travel to client sites for meeting
