Business Development Consultant
Alexander Forbes
7d ago


Alexander Forbes is seeking a Business Development Consultant to ensure Alexander Forbes’s market share for motor and household insurance is increased by applying effective sales techniques and driving sales performance

Formal Qualifications

  • Senior certificate (Grade 12)
  • Insurance credits (min 120 after 2009 / Before 2009 30 credits)
  • Representative regulatory exam. Based on mandate from FSB
  • CPD qualification as required
  • Required Experience

  • 2 years Personal lines short term external experience in motor and household insurance
  • Experience engaging with corporate entities and clients
  • Other requirements

  • Proven Lead generation skills
  • Job Specification...

    Improve capacity utilization (productivity)

  • Complete the minimum quotes required per day
  • Enhance lead pipelines by engaging with key contact people, attending wellness days, golf days, networking seminars etc. (where applicable)
  • Individual initiatives to create for lead generation opportunities
  • Meet clients face to face
  • Generate sales leads to meet sales budgets

  • Network with HR managers from companies
  • Conduct cold canvassing
  • Initiate individual initiatives to generate leads
  • Network across business divisions for cross selling opportunities
  • Complete market research and preparation to identify and target corporate clients
  • Source leads by attending events held by joint ventures
  • Create channels in order to acquire leads
  • Create Lead referral agency relationships to generate referral business, with schools, churches, motor vehicle agencies, residence associations (secure gated communities) / enclosed suburbs, private sector business etc.
  • Educate clients on products and offerings
  • Conduct thorough needs analysis
  • Plan individual strategy and daily activity
  • Apply effective time management
  • Remain dated and informed on product knowledge
  • Maintain conversion ratio rate

  • Monitors own conversion ratio
  • Develop personal selling and underwriting skills such as closing techniques
  • Retain new business

  • Educate clients at the point of underwriting
  • Keep updated on product knowledge
  • Adhere to new business charter
  • Perform underwriting in line with required standards and ensure that recommendations made are and based on TCF (Treating Customers Fairly)principles
  • Ensure leads that are targeted are qualified and meet the required standards
  • Manage loss ratio's on New business generated

  • Pre- qualify client risks before completing under writing
  • Generate a steady stream of new business
  • Ensure Compliance to TCF ( Treating Clients Fairly)
  • Apply
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