As you are aware, it is the Group’s policy to fill vacant positions with suitably qualified Team Members from within The Maritime Financial Group.

We wish to advise that a full-time contract position, with a six [6] month training period for the position of Client Development Representative in our Client Development Unit has become available.

If you are interested in this position apply here no later than Thursday 17 April 2025.

Job Summary

The Client Development Unit will operate as the overarching unit for revenue generation. The Unit will be required to work closely with Financial Advisors, Account Executives, Brokers, Marketing and other business development areas to grow the business of the Group. This entails identifying and assessing strategic opportunities with Clients across all lines of business to create long term value for the organization.

The Client Development Representative would provide support services, where necessary, to the Corporate Relations Unit.

CONFIDENTIALITY is needed in this area.

Primary Accountabilities

Manage all assigned direct business leads to convert business, either directly or with the support of the relevant Units or Financial Advisors.
CDU Representative must achieve annual production targets across all lines of business (life insurance, general insurance, and loans). Targets will be agreed upon in advance and subject to change. Leads would be provided.
Effectively cross-sell to existing Clients.
Services existing Clientele within Client Development Representative’s portfolio, inclusive of un-serviced clients.
Complete allocated Special Discounts within 24-hours.
Coordinate & attend, as necessary, any marketing events or activities for the Client Development Unit. This may involve weekends.

Secondary Accountabilities

Provides support to the Team Leader.
Participates in projects, meetings, training and presentations when necessary.
Assists with special marketing exercises.
Performs other duties and special projects as assigned.
Assist with mCRM and MDS initiatives:
Assisting with field onboarding and training, either individual or through MLCL Product Training
Assisting with the preparation of usage reports
Assisting with field queries

Qualifications

Education

Minimum 5 CXC O'Level passes inclusive of Grade 1 or 2 in Mathematics and English A and

6 CAPE passes or an equivalent diploma or professional certificate,

a degree in Business or related field and

Experience

qualifications in Insurance and Business.

2 - 3 years in a related field

Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.

We thank you for your application. However, only if you have been short-listed, you will be contacted.

The Maritime Financial Group jobs

Client Development Representative