Broker Consultant - Mthatha, South Africa - Isilumko Staffing

Thabo Mthembu

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Thabo Mthembu

beBee Recruiter


Description

Main Propose
To recruit, maintain and develop brokers and achieve set targets


Main Outputs and Responsibilities

  • Develop and maintain sales and marketing plan
  • Develop and implement an integrated sales & marketing plan
  • Review progress and compile report on progress made
  • Recruit Brokers
  • Grow distribution channel by sourcing and selecting appropriate brokers
  • Prepare and present appropriate documentation of Brokers for the CCC
  • Provide support to brokers
  • Handle administration queries on behalf of dedicated brokers
  • Check business methods of dedicated brokers and advise accordingly
  • Update brokers on Assupol products and services regularly
  • Ensure computer software of brokers are up to date in respect of Assupol products and services
  • Build professional business relationships with brokers
  • Offer training to brokers and their sub-agents
  • Facilitate product training
  • Facilitate any other form of training that will enhance the broker's production
  • Keep record of training interventions
  • Forward all relevant training info to Head Office
  • Identity and develop new and current markets
  • Identify and develop new markets
  • Negotiate stop order markets
  • Maintain contacts with key decision makers and insurance industry resources (new and existing)
  • Retain and increase market share in existing markets
  • Manage the business retention
  • Conduct products presentations in the market
  • Maintain production targets and retain business
  • Identify and develop new markets
  • Ensure and monitor set production targets are achieved
  • Maintain business retention

Requirements:


Knowledge and Skills

Formal Education

  • Matric
  • Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA)

Technical/Legal Certification

  • Regulatory Examination Level 1: Representatives
  • Regulatory Examination Level 1: Key Individual (Advantage)

Experience

  • 2 years Project Management
  • 2 years' experience in the Long-Term Insurance industry
  • Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits
  • 1 year's management experience in the insurance industry

COMPETENCIES

KNOWLEDGE
Life Industry
Legislation FAIS, NCA, FSCA, LTIA
Financial Management Products

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