Job Description - Business Development Consultant
East London, Eastern Cape
R - R
Posted today
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses.
Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.
Requirements
- 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
- FAIS Regulatory examination for Representatives (RE5)
- 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- All required regulatory exams and accreditation
- Computer skills including but not limited to Calendar management, Excel, Power Point and MS Word
- Social media presence and an ability to use social media as a networking tool
- Candidate must have his own transport (reliable vehicle) and driver's license
Duties & Responsibilities
Source sufficient lead generating opportunities to ensure a healthy, income generating pipelineMinimum requirement of 8.5 written policies per monthMaintain and update your Lead Generation Matrix on a weekly basisA BDC is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibilityPerform in line with business expectations on agreed key performance areasKeep up to date and fully informed on product comparisons with opposition productsBe proficient in the Momentum Insure product and stay abreast of all the product changes and enhancementsBe compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethicsMaintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areasMaintain the required dress code and professional appearanceMeet the Fit and proper requirements as prescribed by the FAIS codes of conductProspecting and sales pipeline managementStrong relationship and networking skillsStrong understanding and experience of the short-term Insurance industry in South AfricaStrong verbal and written communication skillsTrustworthy and honestAdvice led salesCompetitiveClient focused / client centricInquisitive natureCold calling skills / Outbound skill setChange fitResilientSelf-developmentIs this job a match or a miss?
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