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South Africa: Broker Consultant posted by Platinum Talent

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Job Description

Company Overview

Platinum Talent is recruiting on behalf of a leading financial services provider in South Africa. This organization offers innovative, flexible, and high-value insurance products tailored to individuals, employees, and domestic workers.

As part of their national expansion, they are seeking dynamic Broker Consultants to drive growth through adviser partnerships and market engagement.

Bilingual fluency in English and Afrikaans is essential.

Role Purpose

The Broker Consultant is responsible for building strong relationships with financial advisers and driving the distribution of long-term insurance products.

You will play a key role in enabling adviser success through strategic sales support, onboarding, and training while ensuring a consistently excellent client experience.

 

Key Responsibilities

Sales & Relationship Management

  • Build and maintain strong relationships with independent financial advisers and brokerage firms.
  • Drive business development by identifying and onboarding new intermediaries.
  • Support advisers in planning, quoting, and converting leads to new business.

Adviser Enablement & Support

  • Provide tools and resources to help advisers succeed, including product training and benefit presentations.
  • Deliver product updates and refresher sessions to ensure advisers remain confident and knowledgeable.

Market Strategy & Development

  • Execute sales strategies aligned with business goals and revenue targets.
  • Monitor market trends and feedback to refine offerings and improve the adviser journey.
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Requirements

Category

Requirements

Language proficiency

English and Afrikaans is essential.

Education

RE5 (MUST HAVE), NQF5 or higher in Financial Planning preferred

Experience

Minimum 5 years in long-term insurance, ideally in a broker consultant or IFA role

Tech Proficiency

CRM systems, Microsoft Office Suite, and virtual meeting tools

Other Requirements

Valid drivers license and reliable transport; flexibility to travel

Core Competencies

  • Strong communication and presentation skills
  • Tech-savvy with the ability to work independently
  • Goal-oriented with a results-driven approach
  • Excellent interpersonal and negotiation capabilities
  • High level of integrity and accountability


Benefits

  • Competitive market-related salary
  • Uncapped commission structure
  • Comprehensive employee benefits (Life, Disability, Funeral)
  • Employee Wellness Programme
  • 20 days annual leave plus maternity, paternity, and study leave
  • Professional development in a purpose-led, innovation-driven environment



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How to Apply

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