Salary:
Salary: R50000 p/m (Includes medical aid & provident fund) plus Commission 15%; petrol, cell phone, data (home Wi-Fi)
SUMMARY:
Salary: R50000 p/m (Includes medical aid & provident fund) plus Commission 15%; petrol, cell phone, data (home Wi-Fi)
POSITION INFO:
New Business Executive - Commercial
Area: Stellenbosch or Sandton, Gauteng
Salary: R50000 p/m (Includes medical aid & provident fund) plus Commission 15%; petrol, cell phone, data (home Wi-Fi)
Purpose of the position: To source and sign new clients in order to grow the business.
Duties:
- Identify and arrange meetings with prospective new clients
- Provide accurate information to clients through understanding the business
- 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 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
- Working closely with the Marketing team to align the overall marketing strategy to the specific new business strategy.
- Manage and maintain a pipeline new business prospects and targets
- Develop and maintain productive working relationships with clients, colleagues and the market
Skills, qualifications and experience
- Qualified FAIS representative for client advice (RE5)
- Relevant financial or insurance related qualification preferred
- Minimum of 5 years short term insurance industry experience.
- Direct new business development experience preferred
- Comfortable to converse with C Suite level clients
