Alexander Forbes is a leading provider of financial, risk and insurance and multi-manager investment solutions internationally. The primary operations are based in South Africa and the United Kingdom. A significant network of subsidiaries and partners ensures we provide an outstanding level of service to our customers internationally. Alexander Forbes’ cus...
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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
Minimum of 3 years’ experience in selling short term insurance either as a broker agent or tied agent
Will only consider call centre agents with minimum of 5 years’ experience selling short term insurance
All required regulatory exams and accreditation
Candidate must have own vehicle and drivers licence
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