Commercial Business Development Consultants are committed, driven, results-oriented advisers who can work on their own as well as in a team environment writing business in accordance with targets laid down by our client. They will be expected to source leads and achieve sales targets primarily on Commercial Insurance, building relationships with Personal lines BDC's and employees within other divisions to ensure that these areas become a lead source for commercial.
Main Responsibilities
- 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.
- Arrange one-on-one meetings with clients to conduct proper needs analysis and offer professional advice once a quote is requested.
- Manage the lead generation process, including group presentations, one-on-one consultations, ensuring regular communication with staff, participation in corporate events, advertising, and general relationship building.
- Complete weekly reports reflecting leads, quotes, and sales, including the source of leads, average premium, total premium, and any other pertinent information as required.
- Stay informed on product comparisons with opposition products.
- Keep up to date with all product changes.
- Generate interest for and introduce other specialists to prospects where appropriate.
- Meet all KPIs as laid down by our client for BDCs.
- 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.
- Achieve continuing professional development objectives as required by the industry.
- Maintain appropriate skills and knowledge to provide specialist, professional financial advice in all relevant business areas.
- Maintain the required dress code and professional appearance.
Qualifications and Experience
- Matric/Grade 12.
- FAIS Credits (minimum 30 credits in short-term insurance if date of first appointment is before 2010); or a full recognized qualification as per the FSCA qualification list if the date of first appointment is on or after 01/01/2010.
- 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.
- Candidate must have own transport (CAR) and license.
Competencies Required
- Drive and initiative.
- Resilience.
- Negotiating skills.
- Commitment.
- Self-development.
- Skills development.
- Product knowledge.
- Competitor knowledge.
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