CAPITAL CORP. SYDNEY

73 Ocean Street, New South Wales 2000, SYDNEY

Contact Person: Callum S Ansell
E: callum.aus@capital.com
P: (02) 8252 5319

WILD KEY CAPITAL

22 Guild Street, NW8 2UP,
LONDON

Contact Person: Matilda O Dunn
E: matilda.uk@capital.com
P: 070 8652 7276

LECHMERE CAPITAL

Genslerstraße 9, Berlin Schöneberg 10829, BERLIN

Contact Person: Thorsten S Kohl
E: thorsten.bl@capital.com
P: 030 62 91 92

Business Development Manager at Insure

  • Cape or Durban positions
  • Salary:
    700-850K
  • Experience Required:
    •NQF5 Qualification in short-term insurance (desirable) •Marketing short course / experience(desirable) •Business development or sales qualification(desirable) •3 years short term insurance sales / distribution experience (essential) •1 year broker consulting / business development experience(desirable)
Positions available in Cape Town, Eastern Cape and Durban (1 role per province)
This is an EE role – non negotiable
Please note this is not a managerial position
The BDM will focus on embedding business practices that allows for sustainable wealth for Financial Planners
to expanded value to their client bases.
In this role the BDM will help grow company footprint, by identifying & developing new partners to drive
Personal & Commercial product lines business.
This is an opportunity for a seasoned BDM to join a team of EXPERTS who are passionate about enabling
their intermediary partners, to effectively align their business practices to ensure relevance to their end customer.
The business development manager for the coastal region will report directly into the Channel Manager
for the financial planning channel, the purpose of this role is to execute the short-term insurance growth and
enablement strategy within their particular region, focusing on optimizing existing relationships, identifying
and developing new opportunity sets and embedding business practices that allows for sustainable wealth
to financial planners and expanded value to their client bases.

Responsibilities and work outputs

Responsible for successful execution of quantitative key performance indicators:
•New business volumes: achieve targeted productivity levels, including lead volumes and new business
cases per focal area
•New business income: achieve targeted gross written premium across Personal and Commercial product
lines
•Footprint growth: ensure that the targeted number of supporting planners are achieved, with a specific
focus on developing the advice contracted financial planners
•Franchise productivity: achieve targeted franchise contribution levels in terms of lead volumes, new
business cases and gross written premium
•Safety Value proposition penetration: build Safety value proposition utilization within both franchise
and independent planner segment
•Efficiency ratios: Achieve targeted lead to quote and quote to sale success rate per focal area

Relationship Management:
•Establish productive, professional and enabling relationships with the MFP planners, franchise owners
and distribution community to manage and enhance the value of the MFP network
•Internal and external stakeholder management: assist channel representatives, financial planners and
internal staff members with the facilitation of sales and/or client concerns/complaints
•Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and
provides exceptional client service
•Gather insight from external partners on product development, process enhancements and general analysis
of stakeholder experience
•Ensure regular “touch base” sessions and formal recognition to key supporting planners and franchises
Practice management:
•Establish a growth strategy with key supporting planners and franchises
•Proactive management of “lead indicators” within each of the focal areas, in accordance to growth strategy. (Conversion, client profiles, pending’s etc)
•Utilize channel resources to support growth strategy; cross-selling and new business campaigns
•Data driven engagement to build constant client engagement cycles, identify and track opportunities
to expand value to clients and improve overall practice efficiency
•Franchise: establish daily tracking of performance, cross-quoting ratio within practise

Enabling stakeholders:
•Skills enhancement of new financial planners and enabling commercial insurance opportunity within
support base
•Franchises; Establish performance management and general insurance “best practices”;
optimizing client touch points (renewals, claims). Optimize the daily functions of the franchise staff
•Create awareness and drive utilization of digital solutions and escalation processes
•Identify and assist with training needs within elements of soft skills, product content, advice focused and
CVP positioning
•Identify and solve for marketing needs or other new business generating resources required

 

To apply for this job email your details to hr@belmar.co.za

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