- Minimum 5 years experience as a Broker Consultant or IFA in the long-term insurance industry.
- Insurance qualification of at least RE1 or RE5. A certificate in Financial Planning or a degree in a relevant field would be advantageous.
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Broker Consultant - Bloemfontein, South Africa - The Recruitment Council
Description
Our client is looking for passionate, tech-savvy broker consultants looking to challenge the status quo and make a positive impact on brokers and their customers. Specific responsibilities include supporting the development of the clients broker proposition, attracting, onboarding, activating and supporting independent brokers, and ultimately driving broker sales volumes.
Responsibilities:
Develop, manage, and maintain strong relationships with Financial Advisers, ensuring consistent growth in the network. Leverage existing partnership/s and focus on stakeholder management to build relationships and deliver on key metrics. Support and service intermediaries in their sales efforts by preparing quotes, statements of benefits, and other relevant supporting information. Assist in identifying new potential Financial Advisers and opportunities for business growth. Provide technical training and ongoing product support to Financial Advisers. Keep up to date with competitor products and service offerings.
Competencies:
Entrepreneurial. Strong sense of purpose wanting to make a positive difference to brokers and their customers. Self-motivated and determined. Tech-savvy and comfortable engaging online and face to face. Patient and persistent. Organised and disciplined. Mature and willing to work flexibly.
Experience:
Qualification: