Protection Business Development Consultant

at  PIB Employee Benefits

EXPERIENCE:

• Experience within the Financial Services market is essential, with Protection experience also essential.
• Experience in successfully converting potential customer enquiries essential.
• Experience in relationship building with Insurers/Providers, Clients and Account Managers.
• Experienced in using Microsoft Office Programs.
• Minimum of Cert CII or willingness to study towards qualification.
• Experience in Financial Services, Regulation and Ethics.
• A proven ability to negotiate successfully on behalf of customers to deliver targets.
• Effective verbal and written communication skills.
• Well organised and able to respond well under pressure and meeting deadlines.
• Working well as part of a team as well as being able to work for periods using own initiative.
• Copes well with change, internally within the business and externally within the market.

• New Business Income through new client acquisition, primarily from converting leads provided by the Company but also from self-generated new business opportunities.
• Customer satisfaction, as measured by internal customer satisfaction surveys and Investors in Customers surveys (or equivalent external measures).
• Relationship Management with the Company’s lead generation and customer service teams, and account management personnel within insurers and other providers.
• Effectively negotiating premiums with the holding insurer and alternative insurers to obtain good value outcomes for customers in line with their requirements.