Broker Consultant: Port Elizabeth

2 weeks ago


Johannesburg, Gauteng, South Africa Isilumko Staffing Full time
Recruiting an established
Broker Consultant for a perm position in
Port Elizabeth. The main objectives of this position is to recruit, maintain and develop brokers and achieve set targets.

  • Matric
  • Diploma/Degree/Long-Term Insurance qualification (qualification recognized by the FSCA)
-
Technical/Legal Certification:

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

Experience

  • 2 years of Project Management
  • 2 years experience in the Long-Term Insurance industry
  • Min 1 year's experience in Advice and Intermediary experience in categories A, B, C, and retail benefits
  • 1 year's management experience in the insurance industry

Duties
-
Develop and maintain a sales and marketing plan

  • Develop and implement an integrated sales & marketing plan
  • Review progress and compile reports 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 for 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 a 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

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
  • Minimum 1year 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

SKILLS

  • Excellent Communication skills Verbal and written
  • Presentation
  • Research
  • Network
  • Facilitation
  • Coaching
  • Recruitment
  • Marketing
  • Report Writing
  • Planning and organising


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