Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimumMinimum requirement of 8.5 written policies per monthMaintain and update your Lead Generation Matrix on a weekly basisOnce a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional adviceSign up a minimum of 5 active lead referral agentsComplete 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 timeKeep up to date and fully informed on product comparisons with opposition products Stay abreast of product changes and enhancementsBe compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethicsMaintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areasMaintain the required dress code and professional appearance Competencies requiredTechnical Retail AcumenRetail Sales SkillsRisk awarenessCross selling
