Our client has an EE opportunity available for a Broker Consultant.

Requirements:

• Matric
• NQF level 6 qualification or a 3-year relevant tertiary qualification would be advantageous.
• RE5 Regulatory Examinations for representatives.
• 60 FAIS credits or full FAIS recognized qualification.
• Class of Business and Product specific training in category 1 life and friendly societies.
• 12+ years of Continuous Professional Development per CPD cycle.
• Knowledge and understanding of insurance legislation.
• Valid drivers license and own vehicle.
• Sound knowledge of long-term insurance or employee benefits products.
• Knowledge of underwriting processes.
• 5+ years experience in the insurance industry in the group funeral or group risk market.
• Broker consulting, trade unions and funeral parlours experience in an insurance company.
• Experience in establishing contacts and relationships with decision makers.
• Proven sales track record.

KPAs:

• Sourcing and securing new business opportunities with corporates, unions, churches, individual clients and more.
• Sourcing new brokers and maintaining relationships.
• Developing and maintaining client relationships in all business levels.
• Ensure that there are no unreasonable post-sales barriers faced by clients.
• Keep updated with competitor products and services offering and industry developments.
• Dealing with queries and providing information on a range of sales and service issues.
• Consistently strive to engage with clients to drive company values.
• Prepare and deliver clear and thoughtful presentations to various clients and potential client audiences with diverse backgrounds.

If no response is received within one week of applying, please consider the application as unsuccessful.

Our client has an opportunity available for a Broker Consultant.

Requirements:

• Matric or SAQA accredited equivalent- essential.
• BCom or similar qualification would be advantageous.
• 3 to 4+ years experience in sales and distribution in long-term insurance- essential.
• Experience in marketing or sales in banking, financial, insurance or business services.

Responsibilities:

• Provide a quality service to brokers, while identifying opportunities to secure new business.
• Process cases, deal with queries and investigate and resolve customer problems.
• Build, maintain and manage new and existing Broker or External partner relationships.
• Collect and analyse data using POL360 systems to identify trend, opportunities and risks.
• Provide daily performance reports on incoming contacts and sales.
• Ensure updated financial service industry and market knowledge.
• Develop knowledge and understanding of the companys policies and procedures and relevant regulatory codes.
• Manage and mitigate risks.