Short-term Insurance Business Development Consultant

SUMMARY:
Short-term Insurance Business Development Consultant

POSITION INFO:

Job Position: Short-term Insurance Business Development Consultant

Ref: 3646

Location: Port Elizabeth / East London / George  
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)
• 12 CPD (continuous professional development) points
• Minimum of 3 years'''' experience in selling short term insurance either as a Broker Agent or Tied Agent
• All required regulatory exams and accreditation
• One year''''s proof of commission earnings (minimum R10 000.00 pm)
• Candidate must have own transport (vehicle) and valid drivers license
• Extensive knowledge of the Short-Term Insurance Industry
• Thorough understanding of the short-term insurance industry and products
• Thorough understanding of business principles
• Interpersonal Skills
• Ability to handle conflict
• Negotiation and problem solving skills  
• Risk assessment and analysis
• Insurance principles and practice
• Clerical and administrative procedures
• Be professional at all times with prospects, clients and other stakeholders
• Presentation skills, both 1:1 and to groups
• Ability to present professionally

Qualifications / Requirements:

• Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
• Maintain and update Lead Generation Matrix on a weekly basis
• Sign up a minimum of 5 active lead referral agents
• Complete weekly reports that reflect leads, quotations 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 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

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