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Pretoria: Broker Consultant posted by Numeral Financial Services Group

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Job Description

About the Role

As a Broker Consultant at Numeral Financial Services Group, you will play an integral part in building and maintaining relationships with our Business Broker channels to ensure they are equipped to sell our products. If you have excellent communication skills, a strong work ethic, and a passion for sales, we want to hear from you.

Key Responsibilities

  • Provide quality service to Brokers, while identifying opportunities to secure new business or support retention.
  • Processing applications, dealing with queries and investigating and resolving customer problems.
  • Make and receive calls (by telephone) to allocated Brokers to generate additional leads and maintain existing ones. Such activities must be logged on the CRM system.
  • Act as a first point of contact for resolving broker queries and complaints.
  • Collate and analyse data to identify trends, opportunities and risks. Involves working independently.
  • Generate daily, weekly and monthly reports on broker contacts, as well as broker panel performance.
  • Respond to personal objectives.
  • Monitor the performance (panel penetration, ensuring not more than 30% of lapse ratios and NTU ratios) of the Brokers/External Partners.
  • Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.

Requirements

  • Attention to detail
  • Ability to work under pressure
  • Self-starter with excellent organising skills
  • Good verbal, written and communication skills
  • Committed and reliable with integrity and loyalty toward the organisation.
  • Tenacity, Attendance & Punctuality.
  • Resilience, with good time management
  • Problem solving skills, by effectively identifying problems as soon as they arise.
  • Ability to think out of the box.
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Qualifications

Matric/Grade 12 or SAQA Accredited Equivalent Essential.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Finance/Accounting Jobs in Gauteng

The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.

Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:

R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers

Key skills required for success in the finance and accounting sector in Gauteng include:

Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking

Major employers in the finance and accounting sector in Gauteng include:

Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.

Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.

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Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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