• Source sufficient lead generating opportunities to ensure that you can quote at least 100 prospects per month.
• Maintain and update your Lead Generation Matrix on a weekly basis.
• Once a quote is requested we must arrange a one on one meeting with the client in order to conduct a proper needs analysis and offer professional advice.
• Manage the Corporate process which includes group presentations to corporate staff, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building.
• 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.
• Ensure that you are up to date with all own product changes.
• Generate interest for and introduce other AF specialists to prospects where appropriate.
• Meet all KPI’s as laid down by AFI
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics.
• Meet continuing professional development objectives as required by the industry.
• Maintain appropriate skills and knowledge in order to provide specialist, professional financial advice in all relevant business areas.
Administration, Marketing, Claims, Clients servicing, Retention.

Introduction to Business Management
Macroeconomics
Principles of Sales & Marketing
Principles of Accounting
Principles of Human Resource
Research & Quantitative methods
Ethics & Social issues in Business
Business Computer Methods