Business Development Consultant at Alexander Forbes

Job description

Main Purpose

Business Development Consultant 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 target laid down by Alexander Forbes Insurance (AFI).
Business Development Consultants advise primarily on motor and household domestic insurance
Business Development Consultants are also expected to introduce other specialist adviser from the Alexander Forbes Group where appropriated.

Key Tasks and 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
• Once a quote is requested the consultant must arrange a one on one meeting with the client in order to conduct a proper needs analysis and offer professional advice
• Manage the Corporate process which includes group presentations to corporate staff, one on one consultants, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building
• Ensure that you are up to date with all own product changes
• Meet all KPI's as laid down by AFI for BDC's
• Be compliant in all activities in accordance with regulations and standards of all insurance regulations and professional guidelines and ethics
• Meet continuous professional development objectives as required by the industry
• Maintain the required corporate dress code and professional appearance

Qualification

• 3 years experience in Financial Service Industry
• 3 years experience in Sales (Face to face)preferably in short term insurance industry with pay slip as proof of previous commission earned
• Excellent sales record over a number of years (minimum three)
• Be professional at all times with prospects, clients and other AF Group staff
• Presentation skills, both 1:1 and to groups
• Ability to present professionally to Executives and Corporate Accounts
• FAIS Compliance (Credits, DOFA)
• RE 5

Behavioural Competencies (Interpersonal and Intrapersonal)

• Professional corporate appearance
• Persuading & Influencing
• Relating & Networking
• Working with People
• Planning & Organising (Time management)
• Coping with Pressure & Setbacks
• Adapting & Responding to change