Commercial Business Development Consultant (insurance)

SUMMARY:
Commercial Business Development Consultant (insurance)

POSITION INFO:

Job Position: Commercial Business Development Consultant (insurance)

Ref: 3646

Location: Port Elizabeth  
Salary: Commensurate with experience and qualification

Qualifications / Requirements:

• Matric / Grade 12
• FAIS credits (minimum 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)
• CPD (continuous professional development) points
• Minimum of three years sales experience preferably in the short term industry with payslips as proof of previous commission earned
• Must have own transport (car) and license

Key Performance Areas:

• Source sufficient lead generating opportunities to ensure that you can quote at least 100 prospects 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
• 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
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
• 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 appropriate skills and knowledge in order to provide specialist, professional financial advice in all relevant business areas
• Maintain the required dress code and professional appearance

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