New Business Development Consultant (Remote Working)

Recruiter:

Talented Recruitment

Job Ref:

DBN002791/LP

Date posted:

Wednesday, March 5, 2025

Location:

Durban, South Africa

SUMMARY:
Our client, a leading Independent Insurance Brokerage in the insurance industry, is seeking a proactive and energetic New Business Development Consultant to join their dynamic team.

The ideal candidate will have extensive experience in the insurance sector and a strong understanding of long-term and short-term insurance, medical aid, gap cover, medical insurance, healthcare, wills & trusts, life insurance, and investments.

POSITION INFO:
Key Responsibilities:

Identify and develop new business opportunities within the insurance sector.
Build and maintain strong client relationships to drive sales growth.
Provide tailored financial planning solutions to clients.
Utilize Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages effectively.
Manage client data and processes using Zoho Office and Atwork CRM System.
Ensure accuracy in client documentation and compliance with industry standards.
Demonstrate an in-depth understanding of insurance products and financial planning solutions.

Key Requirements:

Proven experience in the insurance industry. Minimum 3 years’ experience.
RE5 qualification (required).
Wealth management experience
Proficiency in using Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages.
Strong knowledge of Zoho Office, Atwork, and Microsoft Office Suite.
Class off Business exams done.
NQF level 5 Wealth management or Financial Planning credits required.
Looking to study further to become a CFP professional financial advisor.
Bursary funding available.
Detail-oriented with excellent organizational skills.
Self-motivated, proactive, and capable of taking initiative.
Ability to learn quickly and adapt to a fast-paced environment.
Willingness to go the extra mile to ensure client satisfaction.

Should you not receive a response within the next 2 weeks, please consider your application unsuccessful. Vacancies are advertised on our website, should you wish to keep abreast with our active roles.

IMPORTANT NOTICE
By applying to this advert you hereby acknowledge that you have read and accept the following Protection of Personal Information ACT (POPIA) disclaimer:
I hereby consent for Talented Recruitment to process my personal information as part of the recruitment process. Talented Recruitment shall take all reasonable measures to protect the personal information of applicants and for the purpose of this disclaimer “personal information” shall be defined as detailed in the Protection of Personal Information Act, Act 4 of 2013 (“POPIA”).

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