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Cape Town: Commercial New Business Executive posted by The Skills Mine

Commercial New Business Executive

Posted on 2025-02-26

Employer The Skills Mine
Salary 0
Category Finance Accounting
Location Western Cape  /  Cape Town

Job Summary

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 Western Cape, Cape Town. This job position was posted by The Skills Mine. The job has been posted as a premium ad on 2025-02-26 at 13:05:33 in the Finance Accounting category

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