Broker Consultant

2 weeks ago


Pretoria, Gauteng, South Africa Status Asset Management Full time

Position:
Broker Consultant


Location:
Gauteng


_Do you love being out and about, meeting new people? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you great at maintaining client relationships? Then you are our BROKER CONSULTANT. _

_This role plays an integral part in our team, as you will build and maintain relationships with the Business' Broker channels, ensuring they are equipped to sell our products. _

Great, so who is a good fit?


A specialist who is able to build, maintain and enhance relationships with new and existing External Partners, whilst leveraging their partner relationships in order to obtain business growth.


You may be wondering, what does such a fantastic individual's duties include?

  • Provide quality service to Brokers, while identifying opportunities to secure new business or support retention.
  • Make and receive calls (by telephone) to allocated Brokers to generate additional leads and maintain existing ones. Such activities must be logged on the CRM system.
  • Act as a first point of contact for resolving broker queries and complaints.
  • Collate and analyse data to identify trends, opportunities and risks. Involves working independently.
  • Generate daily, weekly and monthly reports on broker contacts, as well as broker panel performance.
  • Respond to personal objectives.
  • Monitor the performance (panel penetration, ensuring not more than 30% of lapse ratios and NTU ratios) of the Brokers/External Partners.
  • Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure highpriority tasks get done.

Are there any specific skills and attributes required?
-
Attention to detail and a high level of

  • Ability to
    work under pressure and a
    selfstarter with excellent
    organising:
  • Good verbal, written and
    communication:
-
Committed and
reliable with
integrity and
-
Loyalty toward the organisation.
-
Tenacity, Attendance & Punctuality
:

  • Needs to have
    resilience, with good
    time management:
-
Problem solving skills, by effectively identifying problems as soon as they arise.

  • Ability to be able to
    think out of the box.

Take a look at the what the requirements for this amazing job is:

  • Matric/Grade 12 or SAQA Accredited Equivalent Essential.
  • 34 years' experience in sales and distribution in longterm insurance (Essential).
  • Experience in marketing or sales in banking / financial / insurance / business services (Advantageous).
- _________________ ______________

**Signature
  • Broker Consultant

    2 weeks ago


    Pretoria, Gauteng, South Africa HRInsync Full time

    Business Consultant/ Broker Consultant - PTA- Introduction_Top Medical Aid company in SA striving to be #1- Purpose_Responsibility and accountability for executing broker training, support and relationship building in order for the company to be positioned as the Scheme of choice for the Intermediary and their clients. To implement effective strategies that...

  • Broker Consultant

    2 weeks ago


    Pretoria, Gauteng, South Africa Sanlam Full time

    Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...

  • Broker Consultant

    2 weeks ago


    Pretoria, Gauteng, South Africa Sanlam Full time

    Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...


  • Pretoria, Gauteng, South Africa Discovery Limited Full time

    Select how often (in days) to receive an alert: Broker Services Consultant Business Unit: Discovery Employee Benefits Function: Brokers (FAIS Accredited) Date: 24 May 2024 Achieve more than YOU BELIEVE Broker Services Consultant About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and...

  • Broker Consultant

    2 weeks ago


    Pretoria, Gauteng, South Africa Qunu Staffing Full time

    Title Broker ConsultantDepartment Sales and Marketing : ImpalaJob Type PermanentWork Level Mid-LevelEE Position NoSalary Market RelatedLocation Limpopo BurgersfortDescriptionMain ProposeTo recruit, maintain and develop brokers and achieve set targetsMain Outputs and ResponsibilitiesDevelop and maintain sales and marketing plan Develop and implement an...

  • Broker Consultant

    2 weeks ago


    Pretoria, Gauteng, South Africa Aluma Full time

    Position: Broker ConsultantLocation: Gauteng_Do you love being out and about, meeting new people? Are you fantastic at convincing and does your __negotiation skills know no bounds? Are you great at maintaining client relationships? Then you are our BROKER __CONSULTANT. __This role plays an integral part in our team, as you will build and maintain...

  • Broker Consultant

    2 weeks ago


    Pretoria, Gauteng, South Africa Metropolitan Life Full time

    IntroductionRole PurposeAttract, engage and retain profitable new business from brokers within the target market in order to increase the broker base to enhance channel profitability.Requirements: Grade 12/NQF 4 equivalent qualification FSB recognized qualification listed or credits pertaining to the date of first appointment in the industry, listed on the...

  • Broker Consultant

    2 weeks ago


    Pretoria, Gauteng, South Africa IFAnet Centurion Full time

    DescriptionBroker ConsultantResponsibilities Service an allocated Product Provider contract per calling point. Manage the relationship with the IFA and his/her staff on an ongoing basis; by ensuring the sales process, administration efficiency and interaction with PPs are well structured.Position Requirements Grade 12 or equivalent. RFP2 equivalent, or 3...


  • Pretoria, Gauteng, South Africa Finding Personnel Full time

    REF NUMBER:FP032:STATUS: OPEN FOR APPLICATIONSPLEASE TAKE NOTE A copy of your CV Copy of your ID, Copy of valid drivers license All qualifications (Matric and Tertiary Qualifications) A clear and recent head and shoulders image of yourselfCV must include the following or will not be processed:Full CV (FULL name and what you are known as) with all dates -...

  • Broker Administrator

    2 weeks ago


    Pretoria, Gauteng, South Africa 3SixtyHealth (Pty) Ltd Full time

    3Sixty Health has a great opportunity for a suitably qualified individual to fulfil the advertised position and join their team.3Sixty Health is a black owned and managed, reputable and a major player in driving South African economy3SIXTY by investingHEALTH in ''black excellence''3Sixty Health is 100% black owned and black managed administrator. It is...

  • Broker Consultant

    2 weeks ago


    Pretoria, Gauteng, South Africa PSG Konsult Full time

    Responsible for sourcing new business in the Gauteng area, as well as manage and underwrite new and existing portfolios effectively. Providing a high-quality service to brokers and clients to ensure retention and growth of business.Responsibilities: Develop the Broker base and build sound relationships Optimising underwriting performance at a policy and...

  • Senior Broker

    2 weeks ago


    Pretoria, Gauteng, South Africa On Line Personnel Full time

    Job Position: Senior Broker / Sales ConsultantLocation: PretoriaSalary: R15 000 per month, along with matching qualifications and experience + attractive commission opportunities and benefitsRequirements:Minimum of Matric educationDriven, business-minded, and customer-focused sales professionalWillingness to work flexible retail hoursAt least 3 years of...

  • Senior Broker

    2 weeks ago


    Pretoria, Gauteng, South Africa On Line Personnel Full time

    Job Position: Senior Broker / Sales ConsultantLocation: PretoriaSalary: R15 000 per month commensurate with qualification and experience + excellent commission potential and benefitsEmail your CV to Qualifications / Requirements: Minimum of Matric Ambitious, entrepreneurially minded and customer centric salesperson Willing to work retail hours Minimum of 3...

  • Broker Sales Agent

    2 weeks ago


    Pretoria, Gauteng, South Africa MiWay Full time

    Who are we?Up for a new challenge, feel you can make a difference? The Direct Broker Distribution channel is looking for an assertive and enthusiastic individual who would like to become a Broker Sales Consultant, based in Gauteng/Kosmosdal. This position requires call centre experience and working with direct brokers. Their business goal is to deliver great...


  • Pretoria, Gauteng, South Africa AVBOB Full time

    Using appropriate methods and a flexible interpersonal style to help build a cohesive team: facilitating the completion of team goals in building a successful team. Develop direction by ensuring that the purpose and importance of the team are clarified (e.g. the team has a clear charter or mission statement); guides the setting of specific and measurable...


  • Pretoria, Gauteng, South Africa PPS Recruitment Full time

    Job Advert Summary:PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist.Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the...


  • Pretoria, Gauteng, South Africa Trasa Recruitment Agency Full time

    Senior Broker Assistant Capturing 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 other requirements;Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new...


  • Pretoria, Gauteng, South Africa Findojobs South Africa Full time

    Vacancy DetailsEmployer:Humanatics (Pty)Ltd My client in the health and personal accident insurance industry is looking for a highly effective, driven and tenacious Sales and Marketing Consultant.The position is based in Johannesburg North. The appropriate candidate should ideally live in the Johannesburg North area or it's surrounding area.The Sales and...

  • Consultant

    2 weeks ago


    Pretoria, Gauteng, South Africa BrightRock Life Full time

    Brightrock is looking for a Broker Consultant which job will consist of regular meetings with Financial Advisors, quoting for Financial Advisors and managing the overall client experience of Brightrock.Salary: From R12,500.00 per monthAbility to commute/relocate: Pretoria, Gauteng: Reliably commute or planning to relocate before starting work...

  • Insurance Consultant

    2 weeks ago


    Pretoria, Gauteng, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...