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Port Elizabeth: Broker Consultant posted by Telebest

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Job Description

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



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