Pretoria: Broker Consultant posted by Numeral Financial Services Group
Posted on 2025-07-05 00:00:00
| Employer | Numeral Financial Services Group |
|---|---|
| Category | Other Finance/Accounting |
| Location | Gauteng / Pretoria |
Job Summary
Position: Broker Consultant
Location: Gauteng
Do you love being out and about, meeting new people? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you great at maintaining client relationships? Then you are our BROKER CONSULTANT.
This role plays an integral part in our team, as you will build and maintain relationships with the Business Broker channels, ensuring they are equipped to sell our products .
Great, so who is a good fit?
A specialist who is able to build, maintain and enhance relationships with new and existing External Partners, whilst leveraging their partner relationships in order to obtain business growth.
You may be wondering, what does such a fantastic individuals duties include?
- 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.
Are there any specific skills and attributes required?
- Attention to detail and a high level of
- Ability to work under pressure and a self-starter with excellent organising
- Good verbal, written and communication
- Committed and reliable with integrity and
- Loyalty toward the organisation.
- Tenacity, Attendance & Punctuality.
- Needs to have resilience, with good time management
- Problem solving skills, by effectively identifying problems as soon as they arise.
- Ability to be able to think out of the box.
Take a look at the what the requirements for this amazing job is:
- Matric/Grade 12 or SAQA Accredited Equivalent Essential.
- 3-4 years experience in sales and distribution in long-term insurance (Essential).
- Experience in marketing or sales in banking / financial / insurance / business services (Advantageous).
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