Commercial New Business Executive

SUMMARY:
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POSITION INFO:

Requirements: 

• A Minimum of 2 years short term insurance industry experience
• Direct new business development experience preferred
• A relevant Financial or Insurance related qualification preferred
• A qualified FAIS representative for client advice (RE5)

Responsibilities: 

• Identify and arrange meetings with prospective new clients
• Provide accurate information to clients through understanding the organization
• Regular new client interactions and documented outcomes/discussions (New Business list)
• Meeting FAIS requirements in terms of documentation and client record of advice
• Manage and facilitate communication and co-operation with the relevant organizational team members to maximise the quality and probability of success in client pitches
• Project manage all aspects of the new business process from lead generation to client
  pitch
• Work with the relevant business to ensure the smooth onboarding and integration of the client into the organization
• Working closely with the Marketing team to align the overall marketing strategy to the specific new business strategy