The Employee Benefits Sales Consultant works under the direction of the Employee Benefits Accounts Executive. He/she is tasked with soliciting, developing, marketing, and acquiring and maintaining new business in accordance with applicable regulations for all product lines. He/she works closely with the EB Accounts Executive to handle client needs.
DUTIES
Duties of this role include:
- Compiling lists of prospective clients to provide leads for additional business.
- Contacting and qualifying prospective clients and explaining features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect’s circumstances.
- Providing direction to Sales Agents and all junior staff for selected accounts.
- Reviewing overall financials with EB Accounts Executive.
- Participating in renewal activities with EB Accounts Executive.
- Calling policyholders to deliver and explain policies, suggesting additions or changes in insurance benefits programmes.
- Assisting policyholders to settle insurance claims in the event of losses.
- Anticipate future needs and call established clients to renew and upgrade funds.
- Develop long-term relationships with clients and carrier representatives.
- Meet or exceed sales budget/goals.
- Adhere to agency policies, procedures, and codes of conduct.
- Participate in seminars and classes for skill and knowledge development.
- Supervise EB consultants and retail sales agents.
Qualifications and Experience
To perform this job successfully, the successful candidate must have the following qualifications and experience:
- BCom in Investment Management and Financial planning.
- A minimum of two years related experience and or training; or an equivalent combination of education and experience.
- A Certificate of Proficiency in Long Term Insurance will be an added advantage.
Skills
- Computer Skills – Knowledge of Microsoft Outlook, Excel and Word.
- Certificates/Licenses/Registrations – A valid driver’s license (manual transmission) with a minimum of two years driving experience.
APPLICATIONS PROCESS
Applications may be emailed to [email protected]
Or hand delivered to:
Thaba- Bosiu Risk Solutions
First Floor Options Building
Pioneer Road
Maseru
Application Dateline:
06th September 2024.
Late applications will not be considered.
Only shortlisted candidates will be contacted.
