New Business Executive - Corporate

Recruiter:

Watershed Consulting

Job Ref:

PBFP

Date posted:

Friday, January 31, 2025

Location:

sandton, Gauteng, South Africa

Salary:

R70000 p/m (Includes medical aid & provident fund) plus Commission 15%; petrol, cell phone, data (home Wi-Fi)

SUMMARY:
Purpose of the position: To source and sign new clients in order to grow the business.

POSITION INFO:

New Business Executive - Corporate

Area: Sandton, Gauteng

Salary: R70000 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 into
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

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