Duties and Responsibilities

Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum


Minimum requirement of 8.5 written policies per month


Maintain and update your Lead Generation Matrix on a weekly basis


Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice


Sign up a minimum of 5 active lead referral agents


Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time


Keep up to date and fully informed on product comparisons with opposition products


Stay abreast of MI product changes and enhancements


Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics


Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas


Maintain the required dress code and professional appearance