Business Development Consultant

BD Consultant
Minimum Requirements
Matric/Grade 12FAIS Credits (min 30 credits in short-term insurance if the date of the first appointment is before 2010); or if the date of the first appointment is on or after 01/01/2010, a full recognized qualification as per the FSCA qualification listFAIS Regulatory Examination for Representatives (RE5)12 CPD (Continuous Professional Development) pointsMinimum of 3 years experience in selling short-term insurance either as a broker agent or tied agentCall center agents are not preferred unless they have a minimum of 5 years' of experienceAll required regulatory exams and accreditationOne year's proof of commission earnings (minimum R10 000.00 pm)Candidate must have his own transport (CAR) and license
Responsibilities
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.Contact clients to conduct a proper needs analysis and offer professional advice once a quote is requested.Sign up a minimum of 5 active lead referral agents.Complete weekly reports reflecting leads, quotes, sales, source of the leads, average premium, total premium, and any other pertinent information.Keep up to date and fully informed on product comparisons with opposition products.Stay abreast of MI product changes and enhancements.Be compliant with all Insurance regulations, professional guidelines, and ethics.Maintain appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.Maintain the required dress code and professional appearance.
Desired Skills
BusinessDevelopmentSales
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