Broker Consultant - Cape Town, South Africa - Ultra Personnel

Ultra Personnel

Verified Company

Cape Town, South Africa

3 days ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Matric (Grade 12)
A three-year or higher Bachelors degree or National Diploma
A completed NQF 5 Wealth Management or RFP 3 would be advantageous
South African drivers license and must have own transport
At least 3 to 5 years of experience in the Financial Services or Life Assurance industry in a Broker Consultant sales and/or service related role
Good 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 Computer Literacy:
MS Office package, particularly the Internet, Outlook, and Excel
Support and service intermediaries in their sales efforts by preparing quotes, statements of benefits and other relevant supporting information
Constant communication and feedback to Advisors relating to all aspects of intermediary operations
Plan, organise and control liaisons with intermediaries, their managers
Ensure continuous improvement of service standards to clients
Ensure alignment to Treating Customers Fairly (TCF), in all business practices