JOB PURPOSE
The main purpose of this position is to increase sales of the range of products through building relationships, superior client service to corporate clients.
KEY PERFORMANCE AREAS
- Sourcing and securing new business opportunities with corporates, unions, churches, taxi associations, funeral parlours, burial societies and individual clients.
- Sourcing new brokers and maintaining relationships.
- Training and ongoing product support to brokers.
- Review new business pipeline, follow-up and track by sourcing, issuing and converting of quotations.
- Ensuring that the agreed new business targets are met.
- Develop and maintaining client’s relationships in all business level.
- Building relationships with internal departments to ensure superior service is offered to clients.
- Ensuring that clear information is given to clients before, during and after a sales deal.
- Ensure that there is no unreasonable post–sales barriers faced by clients.
- Keeping up-to-date with competitor product and service offering and industry developments.
- Dealing with queries and providing information on a range of sales and service issues.
- Participating in proactive sales and marketing initiatives.
- Consistently striving to engage with clients in honest, committed, considerate and receptive manner to drive company values.
- Prepare and deliver clear, thoughtful, and concise presentations (via phone, internet & Face-to-face meetings) to various client and potential client audiences with diverse backgrounds to secure new client relationships.
REQUIREMENTS & WORKING EXPERIENCE
- Matric & NQF 5 qualification/3-year relevant tertiary qualification will be an advantage
- Regulatory Exams (RE5) certificate
- Fais Credits
- Minimum of three (3) years’ experience in an Insurance and sales environment
- Excellent knowledge and understanding of insurance legislation
- Computer Literacy (MS Office package)
- Valid driver’s license and own vehicle
- Sound knowledge of long term insurance or employee benefits products.
- Knowledge of underwriting processes.
- At least 3 years’ sales experience in the insurance industry preferable in the group funeral or group risk market.
- Broker consulting, unions, funeral parlors experience in an insurance company.
- Experience in establishing contacts and relationships with decision makers within groups business
- Proven track of Sales record
SKILLS OR PERSONAL ATTRIBUTES
- Good communication skills
- Results orientated
- Good decision making and problem solving skills
- Good planning and organisational skills
- Have good negotiation skills
- Excellent presentation skills.
- Ability to write reports.
- Analytical thinker
- Reliable, tolerant, and determined.
Clear focus on high quality and business profit.
