Lbs Broker Consultant

2 weeks ago


Johannesburg, Gauteng, South Africa PPS Recruitment Full time

Job Advert Summary:

Purpose of the Job:


PPS Life Broker Services has an opportunity for a service-driven professional with a strong need for financial independence to build our base of intermediaries.

The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow.

The LBS Broker Consultant must work with and through others to build and maintain relationships, working closely and accurately within established guidelines is essential in this role.

The LBS Broker Consultant must be aware of and responsive to the needs and concerns of customers.

Minimum Requirements:

Formal Qualifications:

  • Matric (Grade 12)
  • A threeyear or higher Bachelor's degree or National Diploma


A completed NQF
  • Wealth Management or RFP 3 would be advantageous
-
South African driver's licence and must have own transport

Experience and Knowledge:

  • At least 2 years of experience in the Financial Services or Life Assurance industry in a sales and/or servicerelated role
  • 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

Computer Literacy:

  • MS Office package, particularly the Internet, Outlook, and Excel

Interpersonal and Intrapersonal Skills:

  • Relating to customers
  • Communicating in writing
  • Communicating orally
  • Quality orientated
  • Reliable
  • Customer focused
  • Resilient
  • Resultsdriven

Duties and Responsibilities:

Main duties and responsibilities:

  • 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


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    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 client's broker proposition, attracting, onboarding, activating and supporting independent brokers, and ultimately driving broker...


  • Johannesburg, Gauteng, South Africa Isilumko Staffing Full time

    Recruiting an established Broker Consultant for a perm position in Limpopo - Burgersfort. The main objectives of this position are 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:...

  • Broker Consultant

    2 weeks ago


    Johannesburg, Gauteng, South Africa Sanlam Full time

    Who we areSafrican is a respected life insurer with a footprint in South Africa and a subsidiary in Eswatini. Safrican has over 2 million principle lives covered and more than 7 million lives assured, The Company has grown from strength to strength since 2004. Purpose The main purpose of this position is to support the group sales strategy and business plan...

  • Broker Consultant

    2 weeks ago


    Johannesburg, Gauteng, South Africa HR Staffing Solutions Full time

    PurposeThe main purpose of this position is to support the group sales strategy and business plan by growing and retaining allocated broker portfolio business through dynamic customer relationship management that ensures customer loyalty, grow intermediaries base, and, grow new profitable direct group business within the target markets to achieve desired...

  • Broker Consultant

    2 weeks ago


    Johannesburg, Gauteng, South Africa AVBOB Full time

    The above-mentioned position exists at the Johannesburg Broker Office and will report to the Area Manager: BrokerServices. The incumbent will be responsible to ensure the effective management of a team of Insurance Brokers inorder to achieve business objectives.RESPONSIBILITIES INCLUDE:Recruitment, training and management of brokersDeveloping and expanding...

  • Broker Consultant

    2 weeks ago


    Johannesburg, Gauteng, South Africa Sanlam Full time

    Who we areSafrican is a respected life insurer with a footprint in South Africa and a subsidiary in Eswatini. Safrican has over 2 million principle lives covered and more than 7 million lives assured, The Company has grown from strength to strength since 2004. PurposeThe main purpose of this position is to support the group sales strategy and business plan...


  • 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:...

  • Broker Consultant

    2 weeks ago


    Johannesburg, Gauteng, South Africa Digicall Management Services Full time

    ROLE SUMMARYThis role is responsible for being the point of contact between the company and the Broker/insurer through networking and building effective relationships. The role will be responsible to maintain and grow a strong client base with brokers, insurers and related stakeholders to ensure continuous development of new business and retention of current...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Are you a passionate Broker Consultant looking to make a significant impact in the financial services industry? An esteemed financial services company partnered with a leading recruitment agency is seeking a talented individual like you to join their dynamic team. You will need to support and build relationships with financial advisers around the country...


  • Johannesburg, Gauteng, South Africa Swiss RE Full time

    About the role:As Senior Broker Servicing Consultant you will our South African based Underwriting team in the handling of insurance business for corporates and their brokers. You will provide technical and operational assistance to meet clients', intermediaries' and internal underwriting needs, enabling true portfolio underwriting Duties and...

  • Broker Consultant

    2 weeks ago


    Johannesburg, Gauteng, South Africa Afrizan People Intelligence (Pty)Ltd Full time

    THIS ROLE IS FOR A LEADING FINANCIAL SERVICES COMPANY IN SOUTH AFRICAAbout the team:This team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client's investments. They advocate excellent client service and strive to be...


  • Johannesburg, Gauteng, South Africa Hollard Recruitment Full time

    Job Advert Summary:Helloan exciting new opportunity has just become available in our Insure, Gauteng Region. We are looking to recruit an Internal Broker ConsultantRole ObjectivesKey ResponsibilitiesStrong focus on binder mandates, reinsurance and referralBuild comprehensive knowledge and understanding of assigned Partners'Implement and maintain good...

  • Broker Consultant

    2 weeks ago


    Johannesburg, Gauteng, South Africa FirstRand Full time

    Job DescriptionTo grow the Independent Financial Advisors (IFA) network, deliver solutions, and provide excellent service to clients. To meet new business targets, conducting product specific training (PST), marketing products, and preparing and distributing communication. Creates solutions to meet customer demands and deliver internal and external customer...

  • Casualty Broker

    2 weeks ago


    Johannesburg, Gauteng, South Africa WTW Full time

    Brokers serve as an integral interface between Willis Towers Watson clients and prospects and various insurance carriers in the marketplace. They advise Producers and other colleagues on the design of complex risk management programs for clients; present submissions to carriers, negotiate to secure coverage that meets client needs, oversee preparation of...


  • Johannesburg, Gauteng, South Africa Sanlam Full time

    Who are we?SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff...


  • Johannesburg, Gauteng, South Africa TRASA Full time

    Job descriptionSenior Broker Assistant Fourways. R R22 000 pmRE5 Qualification and min 1 year long term insurance experience compulsoryCapturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any...


  • Johannesburg, Gauteng, South Africa Marvel Placement Consultants Full time

    Gauteng, JHB - Eastern Suburbs- (Market related)Short - Term and Life Insurance BrokerMinimum requirements Matric. NQF4 in short term insurance or relevant financial qualification. Completed RE5 exams. Minimum 3 years personal and commercial lines experience required. Knowledge of the FAIS, FICA and POPI acts. Vehicle and valid Driver License.Roles and...


  • Johannesburg, Gauteng, South Africa KMCK Talent Sourcing Full time

    Experience and Required Business SkillsGrade 12 / MatricFAIS accreditation120 insurance credits requiredMinimum 4 years industry experienceSound knowledge of insuranceRE - RE 5 preferableExperience on the X Plan CRM system would be highly beneficialProficient in Word, Excel and OutlookExcellent relationship building skillsExcellent telephonic skillsEloquent...


  • Johannesburg, Gauteng, South Africa The Recruitment Agency South Africa (TRASA) Full time

    OverviewSenior Broker Assistant RandburgEnsuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly;Ensuring that all Compliance documentation is loaded on X-plan for the...


  • Johannesburg, Gauteng, South Africa Sanlam Full time

    Who are we? SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the...