Business Consultant - Durban, South Africa - PPS Recruitment
Description
Job Advert Summary:
Reporting to the Area Business Manager, the Broker Consultant role will be responsible for business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.
Minimum Requirements:
Formal Qualifications
- Matric
- A three years national diploma/NQF 5 related qualification
- CFP/LLB/Marketing degree would be advantageous
Experience
- At least 5 years' experience in the financial services or Life Assurance industry in a sales role with a proven track record.
Knowledge
- Intermediate knowledge of the Life Assurance or Financial Services Industry.
- Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
- MS Office package, particularly Internet, Outlook and Excel.
Duties and Responsibilities:
- Recruit a panel of brokers that will support Gemini risk business
- Train/accredit and vest the panel on Gemini and PPS products and systems
- Do market research and implement business plans
- Be the product specialists and assist to train PPS staff on Gemini products and processes
- Do worksite presentations
- Do student/ Lecturer presentations on Technicon and University campuses
- Comanage a portfolio of PPS Internal Intermediaries until vested
- Recruit new Gemini focussed agents
- Work closely with subsidiaries (PPSI and STI) to generate leads
- To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and all other relevant supporting information
- Constant communication and feedback to advisers relating to all aspects of the intermediaries' operations
- To plan, organise and control liaisons with intermediaries and their managers
- To ensure continuous improvement of service standards to clients
- To ensure alignment to treating customers fairly (TCF) in all business practices.
Interpersonal and Intrapersonal Skills
- Sales negotiation skills
- Strong communication skills
- Customer Focused
- Resilient
- Results Driven
- Relationship building skills
- Presentation skills
- Time management skills
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