Business Development Consultant | PTA

 

Recruiter:

The Recruitment Council

Job Ref:

Business Development..

Date posted:

Friday, February 12, 2021

Location:

Pretoria, South Africa

Salary:

R15 000 - R21 000


SUMMARY:
Business Development Consultant | PTA

POSITION INFO:

Duties :

•Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
•Minimum requirement of 8.5 written policies per month
•Maintain and update your Lead Generation Matrix on a weekly basis
•Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and
offer professional advice
•Sign up a minimum of 5 active lead referral agents
•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
•Keep up to date and fully informed on product comparisons with opposition products
•Stay abreast of MI product changes and enhancements
•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
•Maintain the required dress code and professional appearance

Competencies required
•Sales Skills
•Risk awareness
•Cross selling


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)
•12 CPD (continuous professional development) points
•Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent.
•Call centre agents not preferred unless they have a minimum of 5 years; experience
•All required regulatory exams and accreditation

 

 



 

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