Worksite Advisor

Management and servicing of direct personal lines insurance client portfolios. The Service Consultant needs to ensure that there is a balance between the company's business priorities, which includes growth and client retention, whilst adhering to the insurance needs of clients.

• Complete the minimum sales required per day• Enhance lead pipelines by engaging with key contact people, attending wellness days andnetworking seminars (where preferred)• Individual initiatives to create for lead generation opportunities• Identify and target prospects as per annual marketing requirements on monthly basis• Cross selling to existing database• Assist in making contact and setting appointments where existing relationships exists• Present Metropolitan Credentials and establish relationship and opportunities• Retention for new business for 7 months• Up selling and cross selling at worksites• Generate sales leads to meet sales budget• Network with HR managers from companies• Conduct cold canvassing• Initiate Individual initiatives to generate leads• Network across business divisions for cross selling opportunities• Complete market research and preparation to identify and target corporate clients• Source leads by attending events held by joint ventures• Create channels to acquire leads• Educate clients on products and offerings• Conduct thorough needs analysis• Plan individual strategy and daily activity• Apply effective time management• Remain dated and informed on product knowledge• Maintain conversion ratio rate• Monitors own conversion ratio

• Develop personal selling and underwriting skills such as closing techniques• Retain new business• Educate clients on point of underwriting• Adhere to new business charter• Perform underwriting in line with required standards and ensure that recommendationsmade are based on TCF (Treating Customers Fairly) principles• Manage loss ratio’s on new business generated• Generate a steady stream of new business• Ensure compliance with TCF

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