Descrição
Type: Permanent
Location: Durban
Renumeration on offer is a fixed basic salary (no sliding scale & no retainer), plus commission, incl eligibility to earn annual incentives. Potential to earn annuity income on successful retention of business sold over time.
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 [not applicable for applicants with no STI sales experience]:
FAIS Regulatory examination for Representatives (RE5) [not applicable for applicants with no STI sales experience]:
If you are registered for one Class of Business (Personal or Commercial) you are required to have 12 CPD (continuous professional development) points. If you registered for two Classes of Business (Personal plus Commercial), you required to have 18 CPD points [not applicable for applicants with no STI sales experience]
Responsibilities and work outputs for Business Development Consultants (Personal lines):
- Source sufficient lead generating opportunities to ensure a minimum of 10 client quotes per week and 40 per month
- Minimum requirement of 11 written policies 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
- Keep up to date and fully informed on product comparisons with opposition products
- Stay abreast of clients Insure product changes and enhancements
- Sign up a minimum of 5 active lead referral agents
- Generate interest for and introduce other clients Insure specialists to prospects where appropriate
- Meet all KPl's as laid down by the client Insure for BDCs
- 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
- 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
- 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 the required dress code and professional appearance
Job Types: Full-time, Permanent