Business Development Consultant- Cape Town MMH241129-5

Momentum


Date: 3 weeks ago
City: Cape Town, Western Cape
Contract type: Full time

Role Purpose


Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance

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Requiremen

  • ts
    Matric/Grade
  • 12FAIS 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 l
  • istFAIS Regulatory examination for Representatives (R
  • E5)12 CPD (continuous professional development) poi
  • ntsMinimum of 3 years' experience in selling short term insurance either as a broker agent or tied ag
  • entCall center agents not preferred unless they have a minimum of 5 years' experie
  • nceAll required regulatory exams and accreditat
  • ionOne year's proof of commission earnings (minimum R10 000.00
  • pm)Candidate must have his own transport (CAR) and lice

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Duties and Responsibili

  • ties
    Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month mi
  • nimumMinimum requirement of 8.5 written policies per
  • monthMaintain and update your Lead Generation Matrix on a weekly
  • basisOnce a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional a
  • dviceSign up a minimum of 5 active lead referral a
  • gentsComplete 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
  • timeKeep up to date and fully informed on product comparisons with opposition pro
  • ductsStay abreast of Momentum Insure product changes and enhance
  • mentsBe compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and e
  • thicsMaintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business
  • areasMaintain the required dress code and professional appea

rance
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