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
Commercial New Business Executive position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2025-02-02 in the Sales category
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