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Permanent Business Development Consultants

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Our client in the Financial and Insurance industry is seeking Business Development Consultants to join their team in Durban. Candidates should be committed, driven, results-oriented advisers who are able to work on their own as well as in a team environment. Responsibilities: Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum Minimum requirement of 8.5 written policies per month Maintain and update your Lead Generation Matrix on a weekly basis Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice Sign up a minimum of 5 active lead referral agents Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time Keep up to date and fully informed on product comparisons with opposition products Stay abreast of MI product changes and enhancements Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas Maintain the required dress code and professional appearance Competencies required: Technical Retail Acumen Retail Sales Skills Risk awareness Cross selling Experience and Qualifications: Matric/Grade 12 FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list FAIS Regulatory Examination for Representatives (RE5) 12 CPD (continuous professional development) points Minimum of 3 years experience in selling short-term insurance either as a broker agent or tied agent Call centre agents are not preferred unless they have a minimum of 5 years of experience All required regulatory exams and accreditation One years proof of commission earnings (minimum R10 000.00 pm) Candidate must have his own transport (CAR) and license Were looking for someone with: Extensive knowledge of the Short-Term Insurance Industry Thorough understanding of the short-term insurance industry and products Thorough understanding of business principles Interpersonal Skills Ability to handle conflict Negotiation skills Problem-solving skills Risk Assessment and analysis Insurance Principles and practice Customer and Personal Service Clerical and administrative procedures Be professional at all times with prospects and clients Presentation skills, both 1:1 and to groups Ability to present professionally Sales skills Prospecting skills SECTOR: Insurance https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93ZWJhcHAucGxhY2VtZW50cGFydG5lci5jb20vd2kvYXBwbGljYXRpb25fZm9ybS5waHA/aWQ9c3RhZmZzb2xzJnZhY2FuY3lfcmVmPUUuTDAwMTUyMC9BSw==&jid=1781655&xid=E.L001520/AK

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Salaried Financial Advisor at Old Mutual

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What is a financial advisor? The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them. The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development. As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led. What is required of you? Provide appropriate financial advice, in line with the customers resources and financial goals, to enable positive financial futures and protection of assets and estate. Provide pro-active, on demand financial service and advice to customers within your allocated customer markets. Providing relevant and appropriate financial advice, hinges on a complete understanding of the customers personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important. What do we need from you? * A Grade 12 (Matric) certificate * FAIS compliance * RE5 an advantage * A valid Drivers licence and your own car * A clear criminal and credit check * A minimum of 3 years working experience (preferably in sales) * Proven computer literacy (MS Office suite) * Excellent communication skills (written and verbal) What we can do for you! Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development. Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process. Responsibilities As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2NTZfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147925&xid=1554_5656

Estcourt

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What is a financial advisor? The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them. The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development. As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led. What is required of you? Provide appropriate financial advice, in line with the customers resources and financial goals, to enable positive financial futures and protection of assets and estate. Provide pro-active, on demand financial service and advice to customers within your allocated customer markets. Providing relevant and appropriate financial advice, hinges on a complete understanding of the customers personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important. What do we need from you? * A Grade 12 (Matric) certificate * FAIS compliance * RE5 an advantage * A valid Drivers licence and your own car * A clear criminal and credit check * A minimum of 3 years working experience (preferably in sales) * Proven computer literacy (MS Office suite) * Excellent communication skills (written and verbal) What we can do for you! Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development. Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process. Responsibilities As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2NjZfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147954&xid=1554_5666

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retail jobs in Durban (5 results)

Results for retail jobs in Accounting & Finance Jobs in Durban